RT Bloomberg Live (@BloombergLive)Kestra Investment Management's Kara Murphy joins #TheFutureInvestor to spotlight the trends and sectors she’s watching most closely. See where the experts think 2025 returns could come from.Join us on 11/4 in Houston: https://t.co/Co8ZSemqiM https://t.co/xFLYEmMvP2 ...

Core Insights - Virtus Investment Partners, Inc. is a well-established investment management firm with a multi-manager approach and a focus on quantitative analysis [1] Group 1: Analyst Sentiment - The consensus price target for Virtus has remained stable at $175, indicating a uniform outlook among analysts [2][6] - There has been a year-over-year increase in the consensus price target from $165.83 to $175, reflecting a positive shift in analyst sentiment [3][6] - Morgan Stanley has a more bullish price target of $221, indicating confidence in Virtus's growth prospects [2][5] Group 2: Financial Performance - In Q2 2025, Virtus reported revenues of $210.5 million, representing a 6% decrease year-over-year and a 3% decline from Q1 2025 [4][6] - Operating expenses decreased by 8% to $165.3 million compared to the prior year [4] - Despite the revenue downturn, Virtus received an upgrade to a Zacks Rank 2 (Buy), suggesting growing optimism about future earnings potential [5][6]

Core Insights - 1919 Investment Counsel, LLC has been recognized in multiple prestigious industry rankings in 2025, highlighting its excellence in investment management and client service [1][4] - The firm emphasizes the importance of long-term relationships with clients, focusing on helping them understand the purpose behind their wealth [2] Company Overview - 1919 Investment Counsel is a registered investment advisor with over 100 years of experience, serving families, individuals, foundations, and endowments to achieve financial goals [2] - The firm is headquartered in Baltimore and has offices in several major cities across the United States, including Birmingham, Cincinnati, New York, Philadelphia, San Francisco, and Vero Beach [2] Industry Recognition - Barron's has named 1919 to its Top 100 RIA Firms list for the sixth consecutive year, evaluating firms based on assets under management, technology investments, staff diversity, and succession planning [4] - Forbes included 1919 in its 2025 Top RIA Firms list, which features 250 firms managing over $1.9 trillion in assets, ranked based on qualitative and quantitative factors [4] - InvestmentNews recognized 1919 as one of its inaugural 5-Star RIA Firms for 2025, honoring wealth managers with a minimum of $1 billion in AUM based on verified data [4] - Financial Advisor Magazine included 1919 in its 2025 RIA Survey & Ranking, showcasing leading firms based on reported assets [4]

Carlyle, the investment manager whose portfolio companies employ more than 700,000 people globally, is stepping into the economic data void left by the US government shutdown https://t.co/opYUEkLePx ...

Core Viewpoint - T. Rowe Price Group, Inc. is positioned for potential growth despite recent stock performance challenges, with upcoming earnings expected to show revenue growth while EPS is projected to decline [3][5]. Group 1: Stock Performance - T. Rowe Price's stock closed at $103.28, reflecting a 1.54% increase from the previous day, outperforming the S&P 500's marginal gain of 0.01% [2][5]. - Over the past month, T. Rowe Price shares have declined by 8.8%, underperforming the Finance sector's gain of 1.42% and the S&P 500's increase of 4.83% [2][5]. - The stock price is currently approximately $103.73, with a trading range today between $103.47 and $104.99 [4]. Group 2: Financial Outlook - T. Rowe Price is expected to report an earnings per share (EPS) of $2.43, representing a 5.45% decrease from the same quarter last year [3][5]. - Revenue is anticipated to rise by 2.28% to $1.83 billion compared to the previous year, indicating potential growth in operations [3][5]. Group 3: Market Position - Morgan Stanley has set a price target of $125 for T. Rowe Price, suggesting a potential upside of 21.03% from its current trading price [1][5]. - The company's market capitalization stands at approximately $22.79 billion, with a trading volume of 200,143 shares on the NASDAQ exchange [4].

Group 1 - The author has been involved in the markets since elementary school and has a strong educational background in Finance and Accounting, with a focus on Investments and Financial Analysis [1] - The author has experience managing investment portfolios, including a long/short equity portfolio and has interned at a large bank and managed a university endowment [1] - The article emphasizes the importance of conducting due diligence before making any investment decisions [3][4] Group 2 - The author expresses personal opinions and has no financial positions in the companies mentioned, nor plans to initiate any within the next 72 hours [2] - The article does not provide formal investment recommendations and highlights that past performance does not guarantee future results [4]

Group 1 - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] - Invesco provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] Group 2 - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - The company operates various investment products, including Unit Investment Trusts, which are distributed by Invesco Capital Markets, Inc. [1] - PowerShares is a registered trademark of Invesco PowerShares Capital Management LLC, indicating the firm's branding in the investment management space [1]

Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as CEO and CIO, leading the investment team and managing multiple ETFs and private accounts [1] - The firm is frequently featured in major financial media outlets, enhancing its visibility and credibility in the investment community [1] Company Overview - Infrastructure Capital manages a range of investment products including the InfraCap Small Cap Income ETF, InfraCap Equity Income Fund ETF, InfraCap MLP ETF, Virtus InfraCap U.S. Preferred Stock ETF, and InfraCap REIT Preferred ETF [1] - The company publishes a monthly market and economic report, quarterly commentaries, and various research materials to support investors [1] - Infrastructure Capital also engages in educational initiatives through monthly webinars and participation in industry conferences [1]

Core Insights - The Principal Financial Group is a global leader in investment management, offering a variety of financial products and services including retirement services, insurance solutions, and asset management [1] - Founded in 1879, the company is a member of the FORTUNE 500 and manages $519.3 billion in assets [1] - The Principal serves approximately 19.7 million customers worldwide from offices located in Asia, Australia, Europe, Latin America, and the United States [1] - The company is publicly traded on the New York Stock Exchange under the ticker symbol PFG [1] Company Overview - Principal Financial Group provides a diverse range of financial products and services to businesses, individuals, and institutional clients [1] - The company includes various financial services companies under its umbrella, focusing on retirement, asset management, and insurance [1] - Insurance products are issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co [1] Additional Information - Plan administrative services are offered by Principal Life [1] - Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. [1] - Securities are offered through Princor Financial Services Corp., which is a member of SIPC and/or independent broker/dealers [1]

Financial Performance - Operating profit reached $159.7 million, a 5.4% increase compared to FY24[8,18] - Operating EPS increased by 7.3% to 89.8 cents[8,18] - The full year dividend increased by 12.6% to 73.3 cents per share[8,18] - Returns to shareholders totaled $202.1 million, a 64% increase from FY24, including $74 million from on-market share buy-backs and $128 million in total dividends[8,18,19] - Strategic partnership income surged by 202% year-over-year to $31.1 million, representing 20% of total operating profit[8,10] - Fund investment income increased by 210% to $42.2 million[20] Assets Under Management (AUM) - Assets under management (AUM) grew by 8.2% year-over-year, reaching $39.6 billion[8,10,18] - Investment Management revenue decreased by 12% year-over-year to $245.7 million, due to a decline in margins[8,10,18] Strategic Partnerships - Invested capital in strategic partnerships increased by 103% to $324.5 million[24] - Strategic partnerships returned 10% on invested capital in FY25, up 4% over the year[26] - FinClear reported revenue growth of 8% year-on-year and underlying EBITDA growth of 15% year-on-year[62,63]