Core Insights - Federated Hermes is well-positioned to maintain its earnings-beat streak in upcoming reports, particularly due to its strong historical performance in earnings surprises [1] - The company has an average surprise of 14.61% over the past two quarters, indicating a consistent ability to exceed earnings estimates [1][4] Earnings Performance - In the last reported quarter, Federated Hermes achieved earnings of $1.1 per share, surpassing the Zacks Consensus Estimate of $0.91 per share by 20.88% [2] - For the previous quarter, the company reported earnings of $1.04 per share against an expectation of $0.96 per share, resulting in an 8.33% surprise [2] Earnings Estimates - Recent estimates for Federated Hermes have been trending upward, with a positive Earnings ESP of +0.68%, suggesting analysts are optimistic about the company's earnings prospects [4][7] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) indicates a strong likelihood of another earnings beat [7] Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [5] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [6]

Core Viewpoint - KKR & Co. suggests that investors may be underestimating the potential for further increases in stocks and other risk assets, while also advising to hedge against risks such as a weakening dollar, rising bond yields, and increased market volatility [1] Group 1 - Analysts indicate that easing financial conditions, global central bank monetary easing, productivity improvements, and insufficient net issuance create a favorable environment for risk investments [1]

Group 1 - Oxford Lane Capital Corp. will hold a conference call to discuss its first fiscal quarter earnings on July 23, 2025, at 9:00 AM ET [1] - The toll-free dial-in number for the conference call is 1-833-470-1428, with an access code of 074149 [1] - A recorded replay of the call will be available for 30 days after the call, accessible at 1-866-813-9403 with a replay passcode of 721381 [1] Group 2 - Oxford Lane Capital Corp. is a publicly-traded registered closed-end management investment company [2] - The company primarily invests in debt and equity tranches of collateralized loan obligation (CLO) vehicles [2] - CLO investments may also include warehouse facilities, which are financing structures intended to aggregate loans for CLO formation [2]

Core Viewpoint - Neuberger Berman Municipal Fund Inc. has declared a distribution of $0.05417 per share, payable on August 15, 2025, with a record and ex-date of July 31, 2025, aiming to provide income exempt from federal income tax [1]. Group 1: Distribution Details - The distribution may consist of net investment income, realized capital gains, and return of capital, with potential implications for the net asset value (NAV) per share and investors' cost basis [2]. - A notice will be provided for any distribution that does not consist solely of net investment income, detailing the estimated portions of the distribution [2]. Group 2: Company Overview - Neuberger Berman is an employee-owned, independent investment manager founded in 1939, managing $538 billion across various asset classes for global institutions and individuals [3]. - The firm emphasizes active management, fundamental research, and engaged ownership, and has been recognized as one of the best places to work in money management for eleven consecutive years [3].

The market expects Invesco (IVZ) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than exp ...

Group 1 - Futu Holdings Limited (FUTU) has seen a 7.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Pan American Silver Corp. (PAAS) has experienced a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - RAPT Therapeutics, Inc. (RAPT) has seen a significant increase of 72.1% in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Hamilton Insurance Group, Ltd. (HG) has experienced an 18.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Invesco Ltd. (IVZ) has seen a 7.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Viewpoint - Invesco (IVZ) is currently viewed as a better value opportunity compared to Franklin Resources (BEN) based on various financial metrics and Zacks Rank evaluations [1][3][7] Valuation Metrics - Invesco has a forward P/E ratio of 9.70, while Franklin Resources has a forward P/E of 12.07, indicating that IVZ is potentially undervalued [5] - The PEG ratio for Invesco is 1.55, compared to Franklin Resources' PEG ratio of 1.98, suggesting that IVZ may offer better value relative to its expected earnings growth [5] - Invesco's P/B ratio stands at 0.69, while Franklin Resources has a P/B ratio of 0.99, further supporting the notion that IVZ is undervalued [6] Zacks Rank and Earnings Outlook - Invesco holds a Zacks Rank of 2 (Buy), indicating a stronger improvement in its earnings outlook compared to Franklin Resources, which has a Zacks Rank of 3 (Hold) [3][7] - The improving earnings outlook for Invesco is a significant factor in its favorable position within the Zacks Rank model [7]

证券代码：600053 证券简称：九鼎投资 编号：临 2025-036 | | 类型 | 金额（亿元） | | | --- | --- | --- | --- | | | 报告期内公司管理的基金新增投资规模 | 0.02 | | | 年 2025 | 月公司管理的基金新增投资规模 1-6 | 0.02 | | | 截至 2025 6 | 年 月 30 日公司在管项目剩余投资本金 | | 65.55 | 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 2025 年 上 半 年 度 私 募 股 权 投 资 管 理 业 务 经 营 情 况 简 报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 （二）报告期内在管基金参股项目获得沪深北证券交易所 IPO 审核通过的情况 报告期内，在管基金参股项目中无获得沪深北证券交易所 IPO 审核通过的情况。 现将昆吾九鼎投资控股股份有限公司2 ...

Core Insights - Three stocks are highlighted with strong income characteristics and a buy rank for investors to consider on July 14th Group 1: Company Summaries - **Wipro Limited (WIT)**: This IT, consulting, and business process services company has seen a 7.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days. It has a dividend yield of 2.1%, significantly higher than the industry average of 0.0% [1] - **AllianceBernstein Holding L.P. (AB)**: This investment management company from Mexico has experienced a 4.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days. It boasts a dividend yield of 7.7%, compared to the industry average of 3% [2] - **MSC Industrial Direct Co., Inc. (MSM)**: This company, which specializes in metalworking and MRO products and services, has seen a 3.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days. It has a dividend yield of 3.8%, while the industry average is 0.0% [3]

Group 1 - The article highlights the first coverage of an AAA CLO fund on the Seeking Alpha platform, specifically the Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) from 2022, indicating a prescient analysis [1] - Binary Tree Analytics (BTA) aims to provide transparency and analytics in capital markets instruments and trades, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations [1] - BTA seeks to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience and a finance major from a top university [1]