Company Performance - BlackRock (BLK) closed at $1,104.05, marking a +1.41% move from the prior day, outperforming the S&P 500's daily gain of 0.28% [1] - The stock has risen by 9.61% in the past month, leading the Finance sector's gain of 2.79% and the S&P 500's gain of 4.37% [1] Earnings Estimates - BlackRock is set to release its earnings on July 15, 2025, with projected EPS of $10.77, indicating a 3.96% increase year-over-year [2] - Revenue is expected to be $5.38 billion, up 12.02% from the prior-year quarter [2] - For the full year, analysts expect earnings of $45.73 per share and revenue of $22.72 billion, reflecting changes of +4.86% and +11.33% respectively from last year [3] Analyst Sentiment - Recent modifications to analyst estimates for BlackRock indicate changing near-term business trends, with positive revisions reflecting analyst optimism [4] - The Zacks Rank system, which assesses these estimate changes, currently ranks BlackRock at 2 (Buy) [6] Valuation Metrics - BlackRock has a Forward P/E ratio of 23.81, compared to the industry average of 12.15, suggesting it is trading at a premium [7] - The company has a PEG ratio of 3.25, while the average PEG ratio for the Financial - Investment Management industry is 1.42 [8] Industry Context - The Financial - Investment Management industry is part of the Finance sector and holds a Zacks Industry Rank of 62, placing it in the top 26% of all industries [9]

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $829 billion in June 2025, up from $803 billion at the end of May, representing a 3% month-over-month growth driven by market appreciation and modest net inflows [1][2] - The firm experienced net outflows totaling $6.7 billion for the quarter ending June 2025, with institutional net inflows being partially offset by net outflows from retail and private wealth segments during June [1][2] AUM Breakdown - As of June 30, 2025, the total AUM was composed of: - Total Equity: $344 billion, up from $332 billion in May, with actively managed equity at $273 billion and passive equity at $71 billion [2] - Total Fixed Income: $304 billion, an increase from $295 billion in May, with taxable fixed income at $215 billion and tax-exempt fixed income at $79 billion [2] - Alternatives/Multi-Asset: $181 billion, up from $176 billion in May [2] - The AUM for private wealth was $144 billion, reflecting a slight increase from $140 billion in May [2] Company Overview - AllianceBernstein is recognized as a leading global investment management firm, providing diversified investment services to institutional investors, individuals, and private wealth clients across major world markets [5][6] - As of June 30, 2025, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. owned an approximate 68.6% economic interest in the firm [6]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Summary: BlackRock (BLK) - BlackRock currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] - Over the past week, BlackRock shares increased by 3.28%, outperforming the Zacks Financial - Investment Management industry, which rose by 1.91% [5] - In a longer timeframe, BlackRock shares have gained 25.75% over the past quarter and 34.08% over the last year, significantly outperforming the S&P 500's gains of 15.13% and 13.62%, respectively [6] - The average 20-day trading volume for BlackRock is 529,112 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for BlackRock have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $44.93 to $45.73 [9] - For the next fiscal year, four estimates have also moved upwards, indicating positive sentiment regarding future earnings [9] Conclusion - Given the positive momentum indicators and earnings outlook, BlackRock is positioned as a strong investment opportunity with a Momentum Score of B and a Zacks Rank of 2 (Buy) [11]

Group 1 - Artisan Partners Asset Management (APAM) is outperforming the Finance sector with a year-to-date return of 10%, compared to the sector average of 8.7% [4] - The Zacks Consensus Estimate for APAM's full-year earnings has increased by 16.6% in the past quarter, indicating improved analyst sentiment [4] - APAM holds a Zacks Rank of 1 (Strong Buy), suggesting a positive earnings outlook and potential for market outperformance [3] Group 2 - Artisan Partners Asset Management is part of the Financial - Investment Management industry, which has an average year-to-date loss of 2.4%, further highlighting APAM's strong performance [6] - The Finance sector consists of 870 individual stocks and is currently ranked 7 in the Zacks Sector Rank [2] - Investors should monitor both Artisan Partners Asset Management and Root, Inc. for continued solid performance in the Finance sector [7]

Core Insights - DPRG IM is a management-owned partnership with over 50 years of experience in real estate and financial markets, focusing on understanding industries and investment cycles [1] - The company aims to manage real estate equity that is often underutilized, providing a product that addresses the need for managing equity locked in properties [1] - DPRG IM has developed a Leveraged Long Only Absolute Return Strategy (LLARS) that prioritizes regular income while aiming for long-term growth, making it suitable for commercial real estate owners [1] Company Overview - DPRG IM originated from DPRG's private equity business and has established a track record in managing released funds through client mortgage facility banking [1] - The company has built strong banking relationships to finance European and UK real estate, adapting to country-specific pricing [1] - DPRG IM operates with a strong management team located in Nicosia, Cyprus, and has a presence in London, Monaco, and Dubai & Abu Dhabi [1] Investment Strategy - LLARS focuses on providing regular income on a quarterly basis, which is beneficial for servicing debt payments and maintenance costs [1] - The strategy enhances rental and free cash flow streams for commercial real estate owners without correlating to the asset's operations [1] - DPRG IM also offers structuring services, including legal, taxation, and cross-jurisdiction expertise to optimize capital efficiency [1] Regulatory Compliance - DPRG IM is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) with License No. 454/25, ensuring compliance with regulatory standards [1]

PRELIMINARY NET ASSET VALUE PER SHARE AS OF JUNE 30, 2025, OF $4.80THE FILING OF AN UPDATED PRELIMINARY JOINT PROXY STATEMENT/PROSPECTUS FOR PROPOSED BUSINESS COMBINATION WITH MOUNT LOGAN CAPITAL INC. PLAN TO SCHEDULE SHAREHOLDER CALL DURING WEEK OF JULY 14, 2025. MONTCLAIR, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- 180 Degree Capital Corp. (NASDAQ:TURN) (“180 Degree Capital”) today announced its preliminary net asset value (“NAV”) per share as of June 30, 2025, of $4.80, which is an increase of approximately ...

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Group 1 - Cohen & Steers, Inc. is set to release its second quarter 2025 results after market close on July 17, 2025 [1] - A conference call will be held on July 18, 2025, at 10:00 a.m. (ET) to discuss the operating results and outlook [1] - Key executives including CEO Joseph Harvey, CFO Raja Dakkuri, and President Jon Cheigh will be present for the call [1] Group 2 - Investors can access the live conference call via specific phone numbers and a passcode [2] - A replay of the call will be available for two weeks after the event [2] - The webcast will be archived on the company's website for one month [2] Group 3 - Cohen & Steers is a global investment manager specializing in real assets and alternative income [3] - The firm was founded in 1986 and is headquartered in New York City, with additional offices in major global cities [3]

The Hong Kong Jockey Club is divesting as much as $1 billion in funds held with Blackstone and other buyout firms https://t.co/owJa2JyeCZ ...

Market Overview - The stock market experienced a dip at the beginning of July due to renewed trade war concerns, which contrasts with previous months of positive tariff negotiation progress between the U.S. and key trading partners like China [1][2] - Despite trade war uncertainties, historical trends show that the S&P 500 has typically climbed in July over the past decade, supported by a solid earnings outlook driven by AI and technology [3] Investment Strategy - A screening method has been introduced to help investors identify stocks that are trading near their 52-week highs and have shown strong upward earnings revisions, categorized as Zacks Rank 1 (Strong Buys) [4][5] - The screening process narrows down Zacks Rank 1 stocks to those with upward price momentum within 20% of their 52-week highs, utilizing PEG and Price to Sales ratios to ensure value [6][8] Company Spotlight: Affiliated Managers Group (AMG) - Affiliated Managers Group, Inc. (AMG) is highlighted as a strong investment opportunity, being a global asset management company that partners with independent investment firms [7][9] - AMG has outperformed the market significantly, with a 32% stock price increase over the past year compared to the Financial-Investment Management industry's 23% [12][13] - The company is projected to grow adjusted earnings by 8% and 13% for 2025 and 2026, respectively, following a strong first quarter that boosted its Zacks Rank [12][13] - AMG's stock has shown a remarkable 195% increase over the last five years, nearly tripling its industry performance, and has outpaced the S&P 500 by 540% over the past 25 years [13][15]