Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $860 billion in September 2025, up from $844 billion at the end of August, representing a 2% month-over-month growth driven by market appreciation and modest net inflows [1] Summary by Category Assets Under Management - Preliminary AUM reached $860 billion as of September 30, 2025, compared to $844 billion at the end of August 2025 [1] - The increase in AUM was primarily attributed to market appreciation and modest net inflows, despite retail net outflows [1] Net Inflows - For the quarter ended September 2025, preliminary firmwide net inflows totaled approximately $1.8 billion, excluding about $4.0 billion in outflows related to the EQH-RGA reinsurance transaction [1] - Net inflows were observed from Private Wealth and Institutions, which were partially offset by retail net outflows [1] Breakdown of AUM - Total equity AUM was $359 billion, with actively managed equity at $281 billion and passive equity at $78 billion [1] - Total fixed income AUM was $310 billion, with taxable fixed income at $214 billion and tax-exempt fixed income at $86 billion [1] - Alternatives/Multi-Asset solutions accounted for $191 billion in AUM [1] Ownership Structure - As of September 30, 2025, AllianceBernstein Holding owned approximately 30.8% of AllianceBernstein, while Equitable Holdings, Inc. owned an approximate 68.5% economic interest in AllianceBernstein [5]

Core Viewpoint - Invesco Ltd. is set to announce its fiscal third-quarter earnings for 2025, with analysts projecting a profit increase compared to the previous year [1][2]. Financial Performance - Analysts expect Invesco to report earnings per share (EPS) of $0.46, reflecting a 4.6% increase from $0.44 in the same quarter last year [2]. - For the full fiscal year, EPS is anticipated to be $1.82, which is a 6.4% rise from $1.71 in fiscal 2024, and projected to increase by 30.2% to $2.37 in fiscal 2026 [3]. Stock Performance - Invesco's stock has outperformed the S&P 500 Index, gaining 38.3% over the past 52 weeks compared to the index's 17.4% increase [4]. - The stock also surpassed the Financial Select Sector SPDR Fund's 18% gains during the same period [4]. Recent Earnings Report - Following the Q2 earnings report on July 22, Invesco shares rose by 5.2%, with net revenue increasing by 1.7% year-over-year to $1.1 billion, attributed to higher investment management fees [5]. - Assets under management (AUM) reached a record $2 trillion, marking a 16.6% increase from the previous year due to strong net inflows [5]. - However, adjusted EPS fell by 16.3% to $0.36, missing estimates by 12.2% [5]. Analyst Ratings - The consensus opinion on Invesco stock is cautious, with a "Hold" rating from 16 analysts, of which three recommend a "Strong Buy" and 13 suggest a "Hold" [6]. - The average analyst price target for Invesco is $24.34, indicating a potential upside of 1.4% from current levels [6].

Core Insights - BlackRock is the world's largest asset manager, providing a wide range of financial services and products to institutional and retail clients globally [1] Earnings Expectations - BlackRock is set to release its quarterly earnings on October 14, 2025, with an expected earnings per share (EPS) of $11.53, slightly above analysts' forecast of $11.48, and a modest increase from $11.46 reported in the same period last year [2][6] - Projected revenue is approximately $6.28 billion, a significant rise from $5.2 billion a year ago, reflecting a year-over-year growth of around 20% [2][3][6] Financial Performance - The anticipated revenue growth is attributed to higher market levels and increased organic base fee revenue, along with benefits from technology services and subscriptions [3] - BlackRock's current market capitalization stands at $179 billion, with past year's revenues of $22 billion and net income of $6.4 billion, indicating strong financial health [3] Market Reactions - Despite positive projections, BlackRock's shares recently declined by 1.1%, closing at $1,166.23, amid reports of its Global Infrastructure Partners being in advanced talks to acquire Aligned Data Centers, potentially valuing the deal at $40 billion [4] - Goldman Sachs analyst Alexander Blostein maintains a Buy rating on BlackRock, reflecting confidence in the company's performance, supported by a P/E ratio of 28.18 and a debt-to-equity ratio of 0.34 [5][6]

Core Insights - F/m Investments has launched a new ultrashort municipal bond ETF, marking it as the first of its kind in the market [1] Company Overview - The new ETF is listed on the Nasdaq, expanding F/m Investments' product offerings in the municipal bond sector [1]

440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In , /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) announced that it expects to release third quarter 2025 results after the market closes on Thursday, October 16, 2025. The earnings release and accompanying earnings presentation will be available on the company's website at www.cohenandsteers.com under "Company—Investor Relations—Earnings Archive." The company will host a conference call on Friday, October 17, 2025 at 10: ...

Core Points - Stellus Capital Investment Corporation has declared a monthly dividend of $0.1333 for October, November, and December 2025, totaling $0.40 per share for the fourth quarter of 2025 [1] - The regular dividend will be paid to shareholders of record in November and December 2025, and January 2026 [1] Dividend Summary - The ex-dividend date for the October dividend is October 8, 2025, with a record date of October 31, 2025, and a payment date of November 14, 2025 [2] - The ex-dividend date for the November dividend is October 8, 2025, with a record date of November 28, 2025, and a payment date of December 15, 2025 [2] - The ex-dividend date for the December dividend is October 8, 2025, with a record date of December 31, 2025, and a payment date of January 15, 2026 [2] Company Overview - Stellus Capital Investment Corporation is an externally-managed, closed-end, non-diversified investment management company regulated as a business development company under the Investment Company Act of 1940 [3] - The company's investment objective is to maximize total return to stockholders through current income and capital appreciation by investing primarily in private middle-market companies with EBITDA between $5.0 million and $50.0 million [3] - The company focuses on investing through first lien loans, including unitranche loans, often with corresponding equity investments [3]

Core Insights - Bluestem Financial Advisors purchased 105,000 shares of the Vanguard Total Bond Market ETF for approximately $7.7 million, making it the largest holding by value in their portfolio [2][6] - The Vanguard Total Bond Market ETF now constitutes 21.5% of Bluestem's reportable assets under management as of September 30 [3][8] - The ETF offers exposure to around 10,000 investment-grade U.S. bonds, providing broad diversification across various fixed-income sectors [5][9] Company Overview - Bluestem Financial Advisors has assets under management totaling $139.3 billion [4] - The current price of the Vanguard Total Bond Market ETF is $74.28, reflecting a 0.3% increase year-over-year [3][4] - The ETF has a 30-Day SEC Yield of 4.15% and a low expense ratio of 0.03%, making it a cost-efficient option for investors [7][4] Investment Strategy - The purchase of the Vanguard ETF indicates a shift towards fixed income by fiduciary firms after a volatile bond market [6] - The ETF is structured as a passively managed fund, aiming to replicate the performance of a broad investment-grade U.S. bond index [9][12] - Bonds within the ETF can help stabilize client portfolios amid ongoing uncertainties in equity markets and geopolitical issues [7][10]

Core Viewpoint - Colliers International Group Inc. will release its third-quarter results on November 4, 2025, with a conference call scheduled for the same day to discuss these results [1][2]. Company Overview - Colliers is a global diversified professional services and investment management company, operating through three platforms: Real Estate Services, Engineering, and Investment Management [3]. - The company has a proven business model and a unique partnership philosophy that drives growth and value creation [3]. - Colliers has delivered approximately 20% compound annual returns for shareholders over the past 30 years, supported by significant inside ownership and substantial recurring earnings [3]. - The company generates over $5.0 billion in annual revenues and manages more than $100 billion in assets, employing a team of 24,000 professionals [3].

Core Viewpoint - Investors should closely monitor Victory Capital Holdings, Inc. (VCTR) due to significant movements in the options market, particularly the high implied volatility of the Oct 17, 2025 $55.00 Call option [1] Company Analysis - Victory Capital Holdings is currently rated as a Zacks Rank 1 (Strong Buy) in the Financial - Investment Management Industry, which ranks in the top 24% of the Zacks Industry Rank [3] - Over the past 60 days, three analysts have raised their earnings estimates for the current quarter, while none have lowered them, resulting in an increase in the Zacks Consensus Estimate from $1.56 per share to $1.61 per share [3] Options Market Insights - The high implied volatility surrounding Victory Capital Holdings suggests that options traders are anticipating a significant price movement, which could indicate an upcoming event that may lead to a substantial rally or sell-off [2][4] - Seasoned options traders often seek out options with high implied volatility to sell premium, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected by expiration [4]

Core Viewpoint - Victory Capital Holdings (VCTR) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook driven by rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have a strong correlation with near-term stock price movements [4][6]. - For the fiscal year ending December 2025, Victory Capital is expected to earn $6.22 per share, with a 2.2% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [9][10].