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Seth Bernstein, President and CEO, to Participate in the Goldman Sachs 2025 US Financial Services Conference on December 9th, 2025
Prnewswire· 2025-11-25 17:10
As of September 30, 2025, including both the general partnership and limited partnership interests in AllianceBernstein, AllianceBernstein Holding owned approximately 30.8% of AllianceBernstein. Including both the general partnership and limited partnership interest in AllianceBernstein Holding and AllianceBernstein, Equitable Holdings, Inc. ("EQH"), owned an approximate 68.5% economic interest in AllianceBernstein. Accessibility StatementSkip Navigation NASHVILLE, Tenn., Nov. 25, 2025 /PRNewswire/ -- Allia ...
Here's What Key Metrics Tell Us About PennantPark (PNNT) Q4 Earnings
ZACKS· 2025-11-25 00:01
Core Insights - PennantPark reported a revenue of $27.95 million for the quarter ended September 2025, reflecting a decrease of 23.4% year-over-year [1] - The earnings per share (EPS) was $0.15, down from $0.22 in the same quarter last year, with an EPS surprise of -11.76% against the consensus estimate of $0.17 [1] - The revenue fell short of the Zacks Consensus Estimate by 3.72% [1] Financial Performance Metrics - Investment income from non-controlled, non-affiliated investments was $0.46 million, below the average estimate of $0.71 million [4] - Investment income from controlled, affiliated investments included interest of $6.69 million, compared to the average estimate of $7.74 million [4] - Dividend income from controlled, affiliated investments was $4.46 million, lower than the average estimate of $5.47 million [4] - Dividend income from non-controlled, non-affiliated investments was $0.37 million, compared to the average estimate of $0.58 million [4] Stock Performance - Over the past month, shares of PennantPark have returned -2.8%, while the Zacks S&P 500 composite experienced a -1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Invesco Core Plus Bond Fund Q3 2025 Commentary
Seeking Alpha· 2025-11-24 18:15
Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers a range of investment products and services aimed at helping clients achieve their financial goals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - Invesco provides educational content and expert investment views through its US Blog [1] Group 2 - The firm does not provide tax advice and encourages investors to consult their own legal or tax professionals for personalized information [1] - Invesco's opinions are based on current market conditions and may change without notice, reflecting the dynamic nature of the investment landscape [1] - The company operates various entities, including Invesco Distributors, Inc. and Invesco Advisers, Inc., which provide different investment advisory services [1]
AMG vs. ARES: Which Stock Is the Better Value Option?
ZACKS· 2025-11-24 17:40
Core Insights - The article compares Affiliated Managers Group (AMG) and Ares Management (ARES) to identify which company presents a better investment opportunity for undervalued stocks [1] Group 1: Zacks Rank and Earnings Outlook - AMG has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to ARES, which has a Zacks Rank of 3 (Hold) [3] - The improving analyst outlook for AMG suggests a positive earnings estimate revision activity [3][7] Group 2: Valuation Metrics - AMG's forward P/E ratio is 10.22, significantly lower than ARES's forward P/E of 29.04, indicating that AMG may be undervalued [5] - AMG has a PEG ratio of 0.57, while ARES has a PEG ratio of 1.14, further suggesting that AMG is a better value option based on expected earnings growth [5] - AMG's P/B ratio is 1.71, compared to ARES's P/B of 6.74, reinforcing AMG's position as a more attractive investment based on market value versus book value [6] - These metrics contribute to AMG's Value grade of A and ARES's Value grade of C [6]
IYRI: Higher Monthly Income From A Diversified Real Estate Portfolio
Seeking Alpha· 2025-11-24 13:36
Core Insights - David A. Johnson is the founder and principal of Endurance Capital Management, specializing in various investment vehicles including stocks, bonds, options, ETFs, REITs, real estate, closed-end funds, hedge funds, and private credit [1] Group 1 - David A. Johnson has over 30 years of experience in investing and holds a Master of Science (MS) Degree in Finance with a concentration in Investment Analysis from Boston University [1] - He also possesses a Certificate in Financial Planning and an MBA from Fordham University [1]
Playing The Long Game Amid Risk Market Turbulence
Seeking Alpha· 2025-11-24 09:31
Core Viewpoint - Neuberger Berman focuses on delivering compelling long-term investment results for clients, driven by a culture of fundamental research and innovation [1] Company Overview - Founded in 1939, Neuberger Berman operates in 39 cities across 26 countries, managing a diverse range of investment strategies including equity, fixed income, private equity, and hedge funds [1] - The firm has a total of 2,850 employees, including 763 investment professionals, emphasizing a commitment to client outcomes and investment excellence [1] Employee and Culture - Neuberger Berman has achieved high retention rates among senior investment staff and has been recognized in the Pensions & Investments "Best Places to Work in Money Management" survey since 2014 [1] - As a private, independent, employee-owned investment manager, the firm aligns its interests with those of its clients, with 100% of employee deferred cash compensation linked to team and firm strategies [1] Financials - As of June 30, 2025, Neuberger Berman manages $538 billion in assets [1]
Blue Owl Capital: 13% Yield Indicative Of Deep Value (NYSE:OBDC)
Seeking Alpha· 2025-11-24 05:40
Core Insights - Blue Owl Capital recently announced a significant merger with Blue Owl Capital Corporation II but terminated the agreement two weeks later on November 19, 2025, due to concerns [1] Company Developments - The merger announcement and subsequent termination indicate volatility in Blue Owl Capital's strategic direction [1] Investor Sentiment - Retail investors are increasingly focusing on AI-driven companies, recognizing the transformative impact of artificial intelligence on the global economy [1]
Blue Owl Capital: 13% Yield Indicative Of Deep Value
Seeking Alpha· 2025-11-24 05:40
Core Insights - Blue Owl Capital recently announced a significant merger with Blue Owl Capital Corporation II, which was later terminated within two weeks due to concerns [1] Company Developments - The merger announcement was made on November 19, 2025, but was quickly retracted, indicating potential issues or risks that led to the decision [1] Industry Context - The article highlights the growing interest in AI-driven companies and the transformative impact of artificial intelligence on various industries, suggesting that the next decade will offer substantial investment opportunities [1]
X @Bloomberg
Bloomberg· 2025-11-24 05:10
Trading in eight Chinese exchange-traded funds — widely used by the so-called national team of state-linked investors — surged to nearly 29 billion yuan ($4.1 billion) on Friday https://t.co/WvShCdZZY4 ...
Invesco Core Bond Fund Q3 2025 Commentary
Seeking Alpha· 2025-11-23 18:19
Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers a range of investment products and services aimed at helping clients achieve their financial goals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - Invesco provides educational content and expert investment views through its US Blog [1] Group 2 - The firm does not provide tax advice and encourages investors to consult their own legal or tax professionals for personalized information [1] - Invesco's opinions are based on current market conditions and may change without notice, reflecting the dynamic nature of the investment landscape [1] - The company operates various entities, including Invesco Distributors, Inc. and Invesco Advisers, Inc., which provide different investment advisory services [1]