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GDXY: Extreme Distributions, And A Tail Risk Not To Forget
Seeking Alpha· 2026-01-29 22:45
Group 1 - The core focus of the initiative is on providing in-depth analysis of the asset management sector, driven by data analysis and actionable insights [1] - The initiative is managed by a seasoned financial researcher with extensive experience in banking and financial analytics [1] - The mission is to deliver valuable, data-driven perspectives to assist investors in making informed decisions in a dynamic market [1] Group 2 - The content is intended for informational purposes and does not constitute financial advice or investment recommendations [3] - There is no guarantee regarding the accuracy of the data presented, and users are encouraged to conduct their own research [3] - The initiative does not have any business relationships with the companies mentioned, ensuring an unbiased perspective [2]
Grayscale Investments(GRAY) - Prospectus(update)
2026-01-29 22:21
Table of Contents As filed with the Securities and Exchange Commission on January 29, 2026 Registration No. 333-291492 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Grayscale Investments, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) Delaware 6221 39-2149041 (Primary Standard Industrial Classification Code Number) 290 Harbo ...
Investors who lost money on Blue Owl Capital Inc.(OWL) should contact Levi & Korsinsky about pending Class Action - OWL
Globenewswire· 2026-01-29 22:00
NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Blue Owl Capital Inc. ("Blue Owl Capital Inc." or the "Company") (NYSE: OWL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Blue Owl Capital Inc. investors who were adversely affected by alleged securities fraud between February 6, 2025 and November 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/ps ...
BlackRock hits $69 billion milestone after 2 years
Yahoo Finance· 2026-01-29 21:55
It was on Jan. 11, 2024, that BlackRock (NYSE: BLK) had launched its spot exchange-traded fund (ETF) linked to Bitcoin (BTC). I remember how the crypto industry felt then. The world's largest asset manager had finally conceded it could no longer avoid cryptocurrency, and my colleagues just couldn't believe a Wall Street giant had launched a Bitcoin product. Related: BlackRock reveals retail traders' next portfolio move A crypto ETF trades like regular shares on a traditional trading exchange like Nasdaq ...
Federated Hermes, Inc. reports record assets under management with fourth quarter and full-year 2025 earnings
Prnewswire· 2026-01-29 21:17
Core Insights - Federated Hermes, Inc. reported a significant increase in earnings per diluted share (EPS) for Q4 2025, reaching $1.39, up from $1.04 in Q4 2024, with net income of $107.0 million compared to $84.7 million in the previous year [1][10] - The total managed assets reached a record $902.6 billion as of December 31, 2025, marking a 9% increase from $829.6 billion at the end of 2024 [2][10] - The company declared a quarterly dividend of $0.34 per share, payable on February 13, 2026 [3][10] Financial Performance - Q4 2025 revenue increased by $58.2 million or 14%, primarily due to higher average money market and equity assets [8] - Operating expenses rose by $33.0 million or 11%, mainly driven by increased distribution expenses and higher compensation costs [9] - For the full year 2025, total revenue was $1.800 billion, a 10% increase from $1.632 billion in 2024 [13][24] Asset Management - The average managed assets for Q4 2025 were $873.7 billion, up 9% from $804.4 billion in Q4 2024 [2] - Money market assets reached a record $682.6 billion, up 8% from $630.3 billion at the end of 2024 [7] - Equity assets increased by 23% to $97.9 billion, while fixed-income assets rose by 2% to $100.1 billion [4][5] Investment Strategies - The growth in managed assets was attributed to increased investor interest in liquidity products and a diverse range of investment solutions, including ETFs and separately managed accounts (SMAs) [3] - The top-selling equity funds in Q4 2025 included the Federated Hermes MDT Mid Cap Growth Fund and the Federated Hermes MDT Large Cap Growth Fund [4] - The company’s revenue composition for 2025 showed that 53% came from money market assets and 45% from long-term assets [14]
Blackstone's Portfolio Data Helps Firm ‘See Through the Fog' as It Invests
WSJ· 2026-01-29 21:05
The asset manager committed $138.21 billion to deals last year, the most in the past four years, and expects activity to take off this year. ...
BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering
Barrons· 2026-01-29 20:36
Core Viewpoint - BlackRock, Morgan Stanley, and Partners Group have collaborated to launch a new offering of separately managed accounts focused on alternative investments, providing advisors with a diversified option for their clients [1] Group 1: New Offering Details - The new separately managed accounts are designed around specific investment goals and include exposure to seven underlying private funds [1] - The offering encompasses various asset classes, including private equity, private credit, and real assets, catering to the growing demand for alternative investments [1]
Ameriprise Stock Gains on Q4 Earnings Beat as Revenues & AUM Grow Y/Y
ZACKS· 2026-01-29 19:20
Core Insights - Ameriprise Financial (AMP) reported fourth-quarter 2025 adjusted operating earnings of $10.83 per share, exceeding the Zacks Consensus Estimate of $10.29, marking a 16% increase from the previous year [1] - The company's shares rose by 5.2% in pre-market trading following the announcement of better-than-expected results [1] Financial Performance - Adjusted operating total net revenues for the quarter were $4.92 billion, a 10% year-over-year increase, surpassing the Zacks Consensus Estimate of $4.71 billion [4] - Total GAAP net revenues also increased to $4.96 billion, reflecting a 10% rise year-over-year [4] - Quarterly adjusted operating expenses reached $3.58 billion, up 10% year-over-year [4] - For the full year 2025, adjusted operating earnings were $39.29 per share, exceeding the Zacks Consensus Estimate of $38.72, and reflecting a 14% increase from the previous year [3] Assets Under Management - As of December 31, 2025, total assets under management (AUM) and assets under administration (AUA) reached a record $1.69 trillion, up 11% year-over-year [4][8] - The increase in AUM and AUA contributed positively to the company's revenue growth [6] Share Repurchase Activity - Ameriprise repurchased 1.8 million shares for $897 million during the reported quarter [5] Competitive Positioning - The company is positioned for strong top-line growth due to its robust AUM balance and ongoing business restructuring initiatives, although rising expenses, particularly from technology upgrades, may impact profitability [6]
SEI Investments Beats on Q4 Earnings as Revenues & AUM Grow Y/Y
ZACKS· 2026-01-29 18:56
Core Insights - SEI Investments Co. (SEIC) reported fourth-quarter 2025 earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.34, reflecting a 16% increase from the prior-year quarter [1][10] - The company's net income attributable to SEI Investments was $172.5 million, up 11% year-over-year, supported by higher revenues and a rise in assets under management (AUM) [3][10] - Total quarterly revenues reached $607.9 million, a 9% year-over-year increase, driven by higher asset management and administration fees, surpassing the Zacks Consensus Estimate of $595.8 million [5][10] Financial Performance - For the full year 2025, SEIC's earnings were $5.63 per share, exceeding the Zacks Consensus Estimate of $4.99, with net income attributable to SEI Investments at $715.3 million, up 23% from the previous year [4] - Total quarterly expenses were $446.3 million, an 8% increase year-over-year, influenced by various cost components, while operating income rose 11% to $161.6 million [6] - As of December 31, 2025, AUM was $554.6 billion, reflecting a 16% increase from the prior-year quarter, with client assets under administration (AUA) at $1.25 trillion, up 18% year-over-year [7] Strategic Developments - SEIC completed the first stage of its strategic collaboration with Stratos Wealth Holdings, investing approximately $527 million for a 57.5% stake [2] - The reported quarter included $20.1 million in elevated corporate overhead due to severance expenses and third-party M&A fees related to Stratos, alongside a $3 million tax benefit from purchased energy credits [3] Shareholder Actions - In the reported quarter, SEIC repurchased 1.2 million shares for $101 million at an average price of $82.61 per share [8] Industry Context - SEI Investments' global presence, diverse product offerings, and robust AUM balance are expected to support revenue growth, despite concerns over elevated operating expenses and concentrated fee-based revenues [9]
Wealth Manager Positions for Year-End 2026 with $10 Million Treasury Bond Bet
Yahoo Finance· 2026-01-29 18:40
On January 20, 2026, Moseley Investment Management disclosed a significant buy of iShares iBonds Dec 2026 Term Treasury ETF (NASDAQ:IBTG), acquiring 456,322 shares in an estimated $10.45 million trade based on quarterly average pricing. What happened According to a January 20, 2026, SEC filing, Moseley Investment Management increased its stake in iShares iBonds Dec 2026 Term Treasury ETF by 456,322 shares. The estimated value of the buy was $10.45 million, calculated using the quarter’s average closing p ...