Core Viewpoint - Rosen Law Firm is reminding investors who purchased Blue Owl Capital Inc. securities between February 6, 2025, and November 16, 2025, of the upcoming lead plaintiff deadline on February 2, 2026, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Blue Owl securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - To serve as lead plaintiff, individuals must file a motion with the Court by February 2, 2026 [3]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been ranked No. 1 for securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, Blue Owl made false or misleading statements and failed to disclose significant issues, including pressure on its asset base from business development companies (BDCs) redemptions and undisclosed liquidity issues [5]. - As a result of these undisclosed issues, Blue Owl was likely to limit or halt redemptions of certain BDCs, and the defendants downplayed the severity of the negative impacts, leading to materially misleading statements about the company's business and prospects [5].

Core Insights - The company reported a record $903 billion in assets under management at the end of 2025, driven by growth in money market and equity strategies [3][7] - Equity assets increased by $3.2 billion, or 3%, in Q4 2025, with net equity sales of $1.5 billion for the quarter and $4.6 billion for the full year [1][4] - Money market assets rose by $30 billion in 2025 to $683 billion, with money market mutual fund assets reaching a record $508 billion [2][7] Asset Management Performance - The firm experienced substantial improvements in equity flows, particularly from MDT strategies, which achieved record gross sales of $19.1 billion and net sales of $13 billion in 2025 [6][8] - Fixed income assets ended the year at $100 billion, down $1.7 billion from the prior quarter, with net redemptions of $2.8 billion in Q4 [11][12] - Alternatives and private markets saw slight asset increases and positive net sales, with the MDT Market Neutral Fund contributing $149 million in net sales [13] Revenue and Financials - Fourth-quarter revenue increased by $13.4 million, or 3%, compared to the prior quarter, driven by higher money market and equity assets [17] - Operating expenses rose by $7.3 million, or 2%, primarily due to increased distribution expenses [19] - The effective tax rate was reported at 24.4%, with an estimated range of 25% to 28% for 2026 [20] Strategic Initiatives - The company is advancing tokenization and digital asset initiatives, including partnerships for tokenized U.S. money market funds [5][18] - Management highlighted the launch of the MDT U.S. Equity UCITS Fund, which reported over $500 million in net sales since inception [8] - The firm is also marketing a Global Private Equity Co-Invest Fund and a new European Real Estate Debt Fund [14]

Core Insights - Franklin Templeton reported record long-term inflows of $118.6 billion, a 40% increase from the prior quarter and a 22% increase from the prior-year quarter, with long-term net inflows of $28 billion and AUM reaching $1.68 trillion [1][7] - The firm is experiencing a trend where clients are engaging across multiple asset classes rather than purchasing individual products in isolation, reflecting a consolidation among asset managers [2] - CEO Jenny Johnson noted that investors are navigating a "continued transition" marked by global market turbulence, leading clients to seek partners that can help construct diversified portfolios [3][4] Financial Performance - Franklin Templeton achieved strong long-term inflows and record AUM across several categories, with management highlighting progress on cost savings and operating margin goals despite a volatile macro backdrop [4] - The company reiterated a $200 million cost-savings target, with about 20% achieved in Q1, and expects operating margin expansion to the high twenties by Q3/Q4 under flat markets [5][18] - Adjusted Operating Income was reported at $437.3 million, attributed to lower performance fees and higher average AUM [16] Asset Management and Fundraising - Alternatives remain a significant growth driver, with alternative AUM hitting $274 billion and the firm raising $10.8 billion during the quarter, including $9.5 billion in private markets [6][9] - In public markets, equity, multi-asset, and alternatives generated $30.4 billion of positive net flows, with equity net inflows of $19.8 billion [8] - The firm reported continued growth in ETFs, with the ETF platform reaching $58 billion in AUM and delivering $7.5 billion in net flows for the quarter [12] Product and Platform Developments - Franklin Templeton Private Markets generated over $1 billion in sales during the quarter, with notable contributions from Lexington, Benefit Street Partners, and Clarion Partners [10] - The firm has incorporated private assets into traditional mutual funds for over a decade, managing approximately 60 products with about $160 billion in traditional mutual fund assets exposed to private markets [11] - In digital assets, the firm reported $1.8 billion in AUM, including about $900 million in tokenized funds and $800 million in crypto ETFs [14] Strategic Outlook - CFO Matthew Nicholls indicated that 35% to 40% of expenses are variable, providing flexibility in case of market declines, and guided for margin expansion primarily in the third and fourth quarters [18] - The firm highlighted the successful closing of Lexington Co-Investment Partners VI with $4.6 billion in committed capital and the acquisition of Apera Asset Management, enhancing European direct lending capabilities [19]

A loss by BlackRock (BLK) has reignited concerns about what might be hiding in private credit. Our 24/7 Wall St. Analysts discuss what is taking place with the world's largest asset manager, and whether or not these worries are warranted. ...

Strive Inc. (NASDAQ:ASST) is one of the best fast growing penny stocks to buy according to analysts. On January 21, Maxim Group reiterated a Buy rating for Strive. The firm also maintained a price target of $1.50 on the company’s shares. In other news, on January 16, Strive announced the acquisition of Semler Scientific, which is a move that establishes Strive as the 11th largest public corporate holder of Bitcoin globally with a treasury of approximately 12,797.9 BTC. Alongside the acquisition, Strive ex ...

Core Insights - Franklin Resources Inc. reported first-quarter fiscal 2026 adjusted earnings of 70 cents per share, exceeding the Zacks Consensus Estimate of 55 cents per share and improving from 59 cents in the same quarter last year [1][10] - The company's shares rose by 1.7% in early trading following the release of these results [1] Financial Performance - Total operating revenues increased by 3.3% year over year to $2.33 billion, surpassing the Zacks Consensus Estimate of $2.15 billion [3] - Investment management fees rose by 2.7% year over year to $1.85 billion, while sales and distribution fees increased by 3.5% to $388.7 million [4] - Shareholder-servicing fees saw an 11.6% year-over-year increase to $70.9 million, and other revenues surged by 47.4% to $19.6 million [4] - Total operating expenses increased nearly 1% year over year to $2.05 billion, with the rise attributed to various components except for occupancy costs and amortization of intangible assets [4] - The operating margin improved to 12.1% compared to 9.7% in the year-ago quarter [5] Assets Under Management (AUM) - As of December 31, 2025, total AUM was $1.68 trillion, reflecting a 1.4% sequential increase [6][10] - Long-term net inflows were $28 billion in the reported quarter, a significant improvement from an outflow of $11.9 billion in the prior quarter [6][10] - The average AUM increased by 2.6% on a sequential basis to $1.67 trillion [6] Capital Position and Distribution - As of December 31, 2025, cash and cash equivalents and investments totaled $6.2 billion, while total stockholders' equity was $13.1 billion [7] - In the reported quarter, the company repurchased 1.8 million shares for $41.9 million [8] Strategic Developments - In October 2025, the company completed the acquisition of Apera Asset Management, significantly expanding its alternative credit assets under management by over $90 billion [11][12] - This acquisition enhances Franklin's global alternative credit platform, broadening its geographic reach and private credit expertise [12] Overall Assessment - Franklin's rising AUM, improved revenues, and disciplined expense management indicate steady operational progress [13] - The company's efforts to diversify through acquisitions and strengthen its distribution platform support long-term growth [13]

Core Insights - Lazard Inc. (LAZ) reported better-than-expected quarterly results, with shares gaining 2.2% following the announcement of adjusted earnings per share (EPS) of 80 cents, surpassing the Zacks Consensus Estimate of 68 cents and up from 78 cents in the previous year [1][8] Financial Performance - For Q4 2025, adjusted net revenues were $892.1 million, reflecting a 10% year-over-year increase and exceeding the Zacks Consensus Estimate by 10.1% [4] - For the full year 2025, adjusted EPS was $2.44, beating the Zacks Consensus Estimate of $2.32 and up from $2.34 in the prior year [3] - Net income on a GAAP basis for Q4 was $49.9 million, a decline of 42% from the prior-year quarter, while full-year net income was $2.36 billion, down 15% year over year [2][3] Revenue Segments - Financial Advisory segment reported adjusted operating revenues of $541.6 million, up 7% year-over-year, supported by strong advisory activity [6] - Asset Management segment saw adjusted operating revenues of $338.6 million, an 18% increase year-over-year, driven by higher management and incentive fees [6] - Corporate segment adjusted operating revenues were $11.9 million, down from $17.6 million in the previous year [6] Asset Management - Total assets under management (AUM) as of December 31, 2025, were $254.3 billion, a 12% increase year-over-year [7][9] - Average AUM for the reported quarter was $261.1 billion, also reflecting a 12% year-over-year growth [9] Expense Analysis - Operating expenses increased by 16% year-over-year to $821.8 million, primarily due to higher compensation costs [5] - The ratio of adjusted compensation expenses to operating revenues was 65.5%, slightly lower than 65.6% in the previous year [5] - The ratio of adjusted non-compensation expenses to operating revenues was 17.8%, down from 19% in the prior-year quarter [5] Balance Sheet and Share Repurchase - Cash and cash equivalents totaled $1.47 billion as of December 31, 2025, up from $1.31 billion in the prior quarter, indicating a strong liquidity position [10] - Lazard repurchased $50 million of common stock in Q4 2025, equivalent to 1 million shares, with approximately $109 million remaining for future repurchases [11] Market Position and Outlook - The company continues to benefit from strong momentum in Financial Advisory and Asset Management, supported by higher revenues and improved market conditions [12] - Persistent cost pressures, particularly related to compensation, require close monitoring going forward [12]

Group 1 - Partners Group Holding AG (PGPHF) recently provided a business update and 2026 outlook, highlighting strong points for the company [2] - The company is focusing on realizations, indicating positive developments in its operations [2] - The Valkyrie Trading Society, associated with the company, shares high conviction and obscure developed market ideas that are expected to generate non-correlated and outsized returns [2]

SAN DIEGO--(BUSINESS WIRE)--The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Blue Owl Capital Inc. (NYSE: OWL) securities between February 6, 2025 and November 16, 2025, both dates inclusive (the "Class Period†), have until Monday, February 2, 2026 to seek appointment as lead plaintiff of the Blue Owl class action lawsuit. Captioned Goldman v. Blue Owl Capital Inc., No. 25-cv-10047 (S.D.N.Y.), the Blue Owl class action lawsuit charges Blue Owl and certain of Blue ...

Core Viewpoint - The article emphasizes the challenges of market timing and advocates for remaining invested, highlighting the Invesco NASDAQ 100 ETF (QQQM) as a suitable option for long-term investors [1]. Group 1: Market Timing Challenges - Market timing is difficult for most investors, including professionals, as it involves exiting and reentering positions based on market signals [1]. - The likelihood of investors successfully timing the market is low, making a case for the value of staying invested [1]. Group 2: Historical Performance Insights - Historical data shows that the S&P 500 rarely delivers average returns, with about 75% of years being positive and many gains exceeding 20% [1]. - Down years are infrequent and typically result in smaller losses, averaging around 13% [1]. - The broader market tends to close higher on an annual basis more often than not, reinforcing the argument for a buy-and-hold strategy [1]. Group 3: Investment Strategy Recommendations - Investors are encouraged to focus on time in the market rather than timing the market, as this approach is a reliable driver of long-term outcomes [1]. - Maintaining a diversified portfolio aligned with investment objectives enhances the benefits of market asymmetry over time [1].