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GAMCO Expects to Report Diluted EPS for the Fourth Quarter 2025 of $0.67 to $0.73 Per Share and 2025 Diluted EPS of $3.09 to $3.15 Per Share
Globenewswire· 2026-01-05 21:15
Core Insights - GAMCO Investors, Inc. reported an increase in assets under management (AUM) to $34.8 billion as of December 31, 2025, up from $31.7 billion a year earlier [1] - The company anticipates fourth quarter 2025 diluted earnings per share to be between $0.67 and $0.73, compared to $0.64 for the same quarter in 2024 [2] - For the full year 2025, diluted earnings per share are expected to range from $3.09 to $3.15, an increase from $2.58 in 2024 [2] Company Overview - GAMCO Investors, Inc. was established in 1977 and provides investment advisory services to a diverse range of clients, including 27 open-end funds, 13 closed-end funds in the U.S., and one in the U.K., along with 8 actively managed exchange-traded funds [3] - The company's revenue is primarily derived from the levels of assets under management and associated fees from various investment products [3] - Gabelli offers a wide array of investment strategies across different asset classes, market capitalizations, and investment styles, serving a broad client base that includes institutions, intermediaries, and retail investors [4]
How This $14 Million Bond ETF Position Signals a Clear Risk-Off Move in Late 2025
The Motley Fool· 2026-01-05 20:34
This diversified advisor has made a bond ETF one of its largest positions.On November 14, New Hampshire-based Northeast Planning Associates disclosed a buy of 120,572 shares of the VictoryShares Core Intermediate Bond ETF (UITB +0.17%), increasing its position by approximately $5.80 million.What HappenedAccording to an SEC filing dated November 14, Northeast Planning Associates increased its stake in VictoryShares Core Intermediate Bond ETF (UITB +0.17%) by 120,572 shares. The end-of-quarter position totale ...
Invesco Income Allocation Fund Q3 2025 Commentary
Seeking Alpha· 2026-01-05 17:42
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...
Mid Penn Bancorp, Inc. Completes Acquisition of Cumberland Advisors, Inc.
Businesswire· 2026-01-05 13:32
Cautionary Note Regarding Forward-Looking Statements Statements included in this press release which are not historical in nature or do not relate to current facts are intended to be, and are hereby identified as, forward-looking statements for purposes of the safe harbor provided by Section 27A of the Securities Act of 1933, as amended (the "Securities Act†), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act†). Forward-looking statements are based on, among other thi ...
Here's What to Expect From Franklin Resources' Next Earnings Report
Yahoo Finance· 2026-01-05 09:03
Franklin Resources, Inc. (BEN), headquartered in San Mateo, California, is a global investment management firm serving clients in over 150 countries. Valued at $12.4 billion by market cap, the company offers a wide range of services across equity, fixed income, alternative investments, and multi-asset strategies, and manages over $1.6 trillion in assets. The leading investment manager is expected to announce its fiscal first-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect ...
Invesco Balanced-Risk Allocation Fund Q3 2025 Commentary
Seeking Alpha· 2026-01-05 07:50
Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1: Company Overview - Invesco aims to help people get more out of life through its investment services [1] - The firm provides a range of investment products and advisory services [1] Group 2: Services and Offerings - Invesco offers educational resources and expert investment views through its US Blog [1] - The company emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] Group 3: Legal and Tax Considerations - Invesco advises investors to consult legal or tax professionals for personalized information due to the complexity of tax laws [1] - The tax information provided by Invesco is general and not exhaustive [1]
Blackstone: The 'Deal Dam' Is Breaking And The Fee Engine Is Scaling (NYSE:BX)
Seeking Alpha· 2026-01-05 02:03
Core Viewpoint - Blackstone (BX) has experienced a pullback in recent months due to concerns over private credit and a worse-than-expected Q3 performance, which presents a potential buying opportunity for investors [1] Group 1: Company Performance - Blackstone's valuation is typically high, and it is suggested that it may still be trading at a high valuation despite recent declines [1] - The company has faced challenges in Q3, which were worse than anticipated, contributing to its recent stock performance [1] Group 2: Investment Strategy - The focus is on thematic investing, crisis investing, and systematic options trading, including premium selling and long-vol positions [1] - The investment strategy also encompasses discretionary global macro approaches, indicating a diverse investment methodology [1] - Experience in private M&A and trading of publicly-traded equities and equity-based derivatives is highlighted, suggesting a robust background in investment analysis [1]
Younger Americans can use ‘2 key levers’ to boost retirement, while older adults have only 1 chance left
Yahoo Finance· 2026-01-04 13:30
Social Security was never meant to be the sole source of a person’s retirement income: rather, it was part of a three-pronged approach that also includes pensions and personal savings. However, in the private sector, traditional pensions have largely been replaced by DC plans.Nearly three in four Americans expect to rely on Social Security in retirement, according to research from Empower. (2) But with an average monthly check of $2,008.31 for retired workers (as of July 2025), that won’t be enough for most ...
Voya Financial schedules announcement of fourth-quarter and full-year 2025 results
Businesswire· 2026-01-02 21:15
NEW YORK--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA) will issue a press release announcing its fourth-quarter and full-year 2025 financial results after the market closes on Tuesday, Feb. 3, 2026 and host a call to review these results on Wednesday, Feb. 4, 2026, from 10 a.m. to 11 a.m. ET via live webcast available to the public at investors.voya.com. ® About Voya FinancialVoya Financial, Inc. (NYSE: VOYA) is a leading retirement, employee benefits and investment management company. Voya's services ...
Invesco Closed-End Funds Declare Dividends
Prnewswire· 2026-01-02 17:15
ATLANTA, Jan. 2, 2026 /PRNewswire/ -- The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends. EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 1/15/2026 1/15/2026 1/30/2026 1/30/2026 Name of Closed-EndManagement Investment Company Ticker MonthlyDividend Per Share ChangeFrom PriorDistribution % ChangeFrom PriorDistribution Invesco Advantage Municipal Income Trust II VKI 1$0.0559 - - Invesco Bond Fund VBF 1$0.0700 -0.0015 -2 % Invesco Californi ...