Core Insights - Ameriprise Financial Services (AMP) reported a revenue of $4.92 billion for the quarter ended December 2025, marking a year-over-year increase of 10.2% and exceeding the Zacks Consensus Estimate by 4.45% [1] - The earnings per share (EPS) for the same period was $10.83, up from $9.36 a year ago, representing a surprise of 5.27% over the consensus EPS estimate of $10.29 [1] Financial Performance Metrics - Total Assets Under Management reached $1.3 billion, slightly above the average estimate of $1.29 billion [4] - Total Assets Under Administration were reported at $355.5 million, compared to the estimated $349.71 million [4] - Total Assets Under Management, Administration, and Advisement totaled $1.69 billion, exceeding the average estimate of $1.63 billion [4] - Management and financial advice fees generated revenues of $3.1 billion, a 14% increase year-over-year, surpassing the average estimate of $2.89 billion [4] - Revenues from Asset Management were reported at $1.04 billion, exceeding the average estimate of $924.22 million, reflecting an 11.7% year-over-year change [4] Stock Performance - Ameriprise shares have returned +1.9% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Bread Financial Holdings (BFH) reported a revenue of $975 million for the quarter ended December 2025, reflecting a year-over-year increase of 5.3% and a surprise of +3.62% over the Zacks Consensus Estimate of $940.92 million [1] - The earnings per share (EPS) for the quarter was $2.07, significantly higher than the $0.41 reported in the same quarter last year, resulting in an EPS surprise of +417.5% compared to the consensus estimate of $0.40 [1] Financial Performance Metrics - Net Interest Margin was reported at 18.9%, exceeding the average estimate of 18% from three analysts [4] - The net loss rate was 7.4%, better than the average estimate of 7.7% from three analysts [4] - The Tier 1 capital ratio stood at 13%, below the average estimate of 13.6% based on two analysts [4] - The total risk-based capital ratio was 16.8%, slightly above the average estimate of 16.6% from two analysts [4] - Total interest income reached $1.25 billion, surpassing the average estimate of $1.22 billion from four analysts [4] - Interest on cash and investment securities was $38 million, slightly below the average estimate of $39.45 million from four analysts [4] - Interchange revenue, net of retailer shares arrangements, was reported at $-127 million, worse than the average estimate of $-121 million from four analysts [4] - Interest and fees on loans totaled $1.21 billion, exceeding the average estimate of $1.18 billion from four analysts [4] - Net interest income was $1.05 billion, above the average estimate of $1.01 billion from four analysts [4] - Total non-interest income was reported at $-72 million, worse than the average estimate of $-66.41 million from four analysts [4] - Other income was $55 million, slightly above the average estimate of $54.59 million from four analysts [4] Stock Performance - Over the past month, shares of Bread Financial have returned -7.9%, contrasting with the Zacks S&P 500 composite's +0.8% 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]

Core Viewpoint - Ameriprise Financial (AMP) shares have underperformed over the past year, losing approximately 13% of their value due to concerns about peaking revenue from cash sweep amid Federal Reserve rate cuts [1] Company Performance - The decline in Ameriprise's stock value is attributed to worries regarding revenue generation from cash sweep operations, which are impacted by the recent Federal Reserve rate cuts [1]

Core Viewpoint - Ameriprise Financial (AMP) shares have underperformed over the past year, losing approximately 13% of their value due to concerns about peaking revenue from cash sweep amid Federal Reserve rate cuts [1] Company Performance - The decline in Ameriprise's stock value is attributed to worries regarding revenue generation from cash sweep operations, which are impacted by the recent Federal Reserve rate cuts [1]

Goldman Sachs and JPMorgan give their bosses a raise as the rival firms battle for M&A dominance. https://t.co/xyrSZuUQRj ...

Core Viewpoint - A class action lawsuit has been filed against SLM Corporation (Sallie Mae) for allegedly misleading investors about the company's loan delinquencies during a specific period [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Sallie Mae securities from July 25, 2025, to August 14, 2025 [1][2]. - Investors have until February 17, 2026, to seek appointment as lead plaintiff representative of the class [2]. - The complaint alleges that Sallie Mae misrepresented the rise in early-stage delinquencies, claiming these trends were typical and praising their loss mitigation strategies [3]. Group 2: Financial Impact - Following the revelation of the true state of loan delinquencies, Sallie Mae's stock price fell by $2.67 per share, or 8.09%, closing at $30.32 on August 15, 2025 [4].

Core Insights - The company reported strong financial results for Q4 2025, with adjusted net trading income reaching $613 million, the highest quarterly total since Q1 2021 [6] - The firm is focused on broad growth initiatives, investing in infrastructure, talent acquisition, and capital expansion [4][21] - The favorable operating environment contributed positively to the results, with increased volatility and trading volumes [10][18] Financial Performance - Adjusted net trading income (ANTI) for Q4 2025 was $9.7 million per day, totaling $613 million, while the full year 2025 ANTI was $2.1 billion [6] - Adjusted EBITDA for Q4 was $442 million, representing a 72% margin, and for the full year, it was $1.4 billion with a 65% margin [7] - Adjusted EPS for Q4 was $1.85, and for the full year, it was $5.73, both representing highs since 2021 [7] Capital Management - The company increased its invested capital by $625 million in 2025, with $448 million added in the second half of the year [8][23] - The firm achieved a 100% return on incremental capital during the quarter, indicating effective capital deployment [11] - The company plans to continue expanding its capital base while maintaining a quarterly dividend of $0.24 per share [9] Market Segments - Market Making reported ANTI of $7.8 million per day for Q4 and $6.7 million per day for the full year 2025 [6] - Virtu Execution Services (VES) reached $2 million per day for Q4, marking the seventh consecutive quarter of increased ANTI [6] - The performance in VES reflects investments in technology and client acquisition, with strong execution across all products and geographies [7][19] Strategic Focus - The company aims to grow its trading capital dynamically in response to market opportunities, rather than focusing on a limited number of initiatives [21] - There is optimism regarding new market opportunities, including potential participation in emerging asset classes [14][27] - The firm is enhancing its product offerings and improving workflows to accommodate non-equity asset classes [19]

NEW YORK, Jan. 29, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  Wealthfront Corporation ("Wealthfront" or the "Company") (NASDAQ: WLTH). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether Wealthfront and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On or ...

分组1 - The Federal Reserve held interest rates steady at a range of 3.5% to 3.75% during its January FOMC meeting, indicating the economy is expanding at a solid pace [4] - Investors are optimistic about potential future rate cuts as inflation eases, but the Fed has not provided a clear outlook on its rate cut path [2][4] - Wall Street's major indexes reached all-time highs earlier in the month but have since experienced volatility due to various factors, including a criminal investigation into Fed Chairman Jerome Powell and rising inflation [5] 分组2 - MSCI Inc. announced a dividend of $2.05 per share, with a dividend yield of 1.24% and a payout ratio of 43% [7][13] - First Horizon Corporation declared a dividend of $0.17 per share, offering a dividend yield of 2.47% and a payout ratio of 32% [9][13] - Stifel Financial Corp. announced a dividend of $0.51 per share, with a dividend yield of 1.46% and a payout ratio of 29% [10][13] - Trustmark Corporation declared a dividend of $0.25 per share, providing a dividend yield of 2.33% and a payout ratio of 26% [12][13]

Core Insights - Raymond James Financial reported a 22% increase in recruiting and retention-related compensation in its fiscal first quarter ending December 31, 2025, as part of its strategy to attract financial advisors [1][5] - The firm successfully recruited advisors with approximately $13 billion in client assets and a trailing 12-month production of $96 million, marking a strong performance despite seasonal slowdowns [2] - The company achieved an annualized net new asset growth of 8%, totaling $31 billion, which is the second-best result in its history [2] Recruitment and Advisor Growth - The recruiting activity at Raymond James is described as robust and broad-based, with a recent tilt towards independent contractor channels [3] - As of the end of fiscal year 2025, the firm reached a record of 8,943 financial advisors, reflecting a 2% increase from the previous year [3] Competitive Landscape - Increased competition is noted in the financial advisory space, particularly from private equity-backed firms, but Raymond James emphasizes its long-term stability and ongoing investments in technology [4] - The firm recently introduced a proprietary artificial intelligence agent for advisors, named Rai, to enhance its service offerings [4] Financial Metrics - The recruiting and retention-related compensation for the first fiscal quarter was reported at $107 million, a 22% increase quarter-over-quarter [5] - The average compensation ratio for advisors was 65.4%, excluding acquisition-related expenses, with total compensation expenses amounting to $2.45 billion [6]