SAN DIEGO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- 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, inclusive (the “Class Period”), have until 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 Owl’ ...

Core Insights - Schroders is engaging in high-level discussions regarding potential partnerships to accelerate the growth of its private capital business [1] Company Developments - The discussions are aimed at enhancing the capabilities and market position of Schroders' private capital segment, which is a strategic focus for the company [1] - Schroders has a long history of 222 years, indicating its established presence in the financial services industry [1] Industry Context - The move reflects a broader trend in the financial services industry where firms are seeking to expand their private capital offerings through strategic alliances [1] - The private capital market is becoming increasingly competitive, prompting firms like Schroders to explore partnerships to enhance growth and service offerings [1]

Financial Data and Key Metrics Changes - For the full year 2025, the company reported firm-wide revenue of $3 billion, an increase of 5% from 2024, with fourth-quarter revenue of $892 million, up 10% year-over-year [12][5] - Financial advisory revenue reached $1.8 billion for the year, with fourth-quarter revenue of $542 million, up 7% from the previous year [12][7] - Asset management revenue was $1.2 billion for the year, with fourth-quarter revenue of $339 million, up 18% year-over-year [14][9] - The average revenue per Managing Director (MD) increased to $8.9 million, up $2.5 million since 2023 [8][20] - The adjusted effective tax rate for the full year was 22.7% [17] Business Line Data and Key Metrics Changes - In financial advisory, record revenue was achieved in EMEA and the Private Capital Advisory group, with strong performance in restructuring and liability management [7][12] - Asset management saw a 12% year-over-year increase in assets under management (AUM), reaching $254 billion as of December 31, 2025 [15][9] - The company reported record gross inflows exceeding $50 billion in asset management, supported by a focus on sales and distribution [9][10] Market Data and Key Metrics Changes - The company noted a current level of won but not yet funded mandates at $13 billion, indicating strong demand for its services [7][10] - The company anticipates positive net flows in both financial advisory and asset management for 2026, driven by ongoing client demand and market conditions [6][10] Company Strategy and Development Direction - The company is focused on executing its Lazard 2030 long-term growth strategy, emphasizing investments in talent and operational efficiency [5][6] - There is a strategic shift towards enhancing advisory services related to private capital, aiming to increase the share of advisory revenue from private capital to 50% over time [22][32] - The company plans to expand its presence in North America, Europe, and the Middle East, with new offices opened in Denmark and the UAE [23][24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the M&A cycle, expecting acceleration in 2026 despite geopolitical uncertainties [24][60] - The company highlighted the importance of contextual alpha in navigating complex market conditions, which is seen as a competitive advantage [28][60] - Management noted that the disparity in corporate performance is leading to increased restructuring and liability management activity, alongside M&A [98][34] Other Important Information - The company returned $393 million to shareholders in 2025, including dividends and share repurchases [18] - The compensation ratio for the full year was 65.5%, a slight improvement from 65.9% in the prior year [17] Q&A Session Summary Question: Advisory trends and revenue mix - The revenue mix for the year was approximately 60% M&A and 40% non-M&A, with expectations for the non-M&A component to rise over time [32][31] Question: CFO transition - The transition to the new CFO was characterized as normal and smooth, with the outgoing CFO serving as a senior advisor [40][39] Question: M&A market observations - Management anticipates heightened private equity activity in 2026, driven by sponsors needing to return capital to LPs [48][47] Question: Asset management fee rates and unfunded mandates - The exit rate was modestly higher than the quarter run rate, with a healthy mix in the $13 billion of won but not yet funded mandates [52][54] Question: Geopolitical tensions impact - No significant impact on corporate discussions was noted due to geopolitical tensions, with a focus on broader variables in decision-making [60][59] Question: Restructuring cycle outlook - Continued activity in restructuring is expected due to the widening performance disparity among companies [98][34]

NEW YORK, Jan. 29, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Blue Owl Capital Inc. (NYSE: OWL). Shareholders who purchased shares of OWL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/blue-owl-capital-inc-loss-submission-form/?id=183274&from=4 CLASS PERIOD: February ...

Financial Data and Key Metrics Changes - Firm-wide revenue for 2025 was $3 billion, an increase of 5% from 2024, with fourth-quarter revenue at $892 million, up 10% year-over-year [11][4] - Financial advisory revenue reached $1.8 billion for the year, with fourth-quarter revenue at $542 million, up 7% from the previous year [11][6] - Asset management revenue was $1.2 billion for 2025, with fourth-quarter revenue at $339 million, up 18% year-over-year [12][8] - Average revenue per Managing Director (MD) increased to $8.9 million, up $2.5 million since 2023 [7][18] - The adjusted effective tax rate for 2025 was 22.7% [15] Business Line Data and Key Metrics Changes - In financial advisory, record revenue was reported in EMEA and the Private Capital Advisory group, with strong performance in restructuring and liability management [6][11] - Asset management AUM (Assets Under Management) was $254 billion as of December 31, 2025, a 12% increase year-over-year [13][8] - Gross inflows in asset management exceeded $50 billion, supported by a focus on sales and distribution [8][9] Market Data and Key Metrics Changes - The current level of won but not yet funded mandates is $13 billion, higher than the previous year, indicating strong client demand [6][9] - The firm anticipates positive net flows in 2026, driven by a diversified investment platform and strong client engagement [9][24] Company Strategy and Development Direction - The company is focused on executing its Lazard 2030 long-term growth strategy, with expectations for substantial growth in both financial advisory and asset management [4][5] - There is a strategic emphasis on enhancing advisory revenue from private capital, aiming to increase its share from approximately 40% to 50% over time [19][30] - The company plans to expand its presence in North America and continue investing in Europe and the Middle East, with new offices opened in Denmark and the UAE [20][24] Management's Comments on Operating Environment and Future Outlook - Management expects M&A activity to accelerate in 2026, despite ongoing geopolitical uncertainties [21][56] - The company sees a significant opportunity for restructuring and liability management due to the widening performance gap among companies [21][92] - The integration of AI into operations is viewed as a key driver for enhancing client outcomes and operational efficiency [24][25] Other Important Information - The company returned $393 million to shareholders in 2025, including dividends and share repurchases [16] - The compensation ratio for 2025 was 65.5%, a slight improvement from 65.9% in the previous year [15] Q&A Session Summary Question: Advisory trends and revenue mix - The revenue mix for the year was approximately 60% M&A and 40% non-M&A, with expectations for the non-M&A component to rise over time [30][31] Question: CFO transition - The transition to the new CFO is viewed as normal and smooth, with the outgoing CFO serving as a senior advisor during the transition [36][37] Question: Private equity activity and M&A outlook - Management anticipates heightened private equity activity in 2026, driven by LPs seeking returns and narrowing bid-ask spreads [45][46] Question: Asset management fee rates and unfunded mandates - The exit rate for the quarter was modestly higher than the average, with a healthy mix of asset classes in the $13 billion of won but not yet funded mandates [48][51] Question: Geopolitical tensions and corporate discussions - There has been no impact on corporate discussions from geopolitical tensions, and the regulatory environment is seen as accommodating for deals [55][56] Question: Incremental comp leverage and operating efficiency - Additional operating leverage is expected in 2026, with a focus on increasing productivity and creating efficiencies across corporate functions [61][62]

Quick Read Invesco California Municipal Bond ETF (PWZ) yields 3.8% exempt from federal and California state taxes. PWZ’s tax exemption doubles after-tax returns for California residents in the 50%+ tax bracket. Osaic Holdings increased its position in PWZ by 382.7% during 2025. Investors rethink 'hands off' investing and decide to start making real money High-income California residents face a combined federal and state tax rate exceeding 50%, which fundamentally changes bond investment economics ...

LAZARD JANUARY 2026 Investor Presentation Safe Harbor This presentation contains certain statements, estimates and forecasts with respect to future performance and events. These statements, estimates and forecasts are "forward- looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as "may," "might," "will," "should," "could," ...

本文源自：金融界AI电报 黑石集团(BX.N)四季度末总资产规模为1.275万亿美元，市场预期为1.273万亿美元；四季度营收43.6亿 美元，预期为37.2亿美元；四季度可分配收益为每股1.75美元，每股收益为1.30美元。 ...

Core Viewpoint - Blackstone, the world's largest alternative asset manager, exceeded Wall Street expectations for fourth-quarter profit due to increased dealmaking activity and growth in its investment portfolio [1] Group 1: Financial Performance - Blackstone reported a strong fourth-quarter profit, surpassing analysts' forecasts [1] - The company benefited from heightened dealmaking activity, which contributed significantly to its financial results [1] Group 2: Growth Drivers - The growth in Blackstone's investment portfolio was a key factor in its financial performance [1] - Increased dealmaking activity indicates a robust market environment, which may continue to support future growth for the company [1]

Core Insights - Ameriprise Financial reported a record fourth quarter and full year for 2025, achieving significant growth in earnings and assets under management [1][2] - The company was recognized as one of TIME's Most Iconic Companies for 2026 and ranked among the Best-Managed Companies by the Wall Street Journal [1][4] - Ameriprise's return on equity reached 53.2%, reflecting strong capital management and shareholder returns [1][2] Financial Performance - Fourth quarter GAAP net income per diluted share was $10.47, a slight decrease from $10.58 in the previous year, while full year GAAP net income per diluted share increased to $36.28 from $33.05 [1][2] - Adjusted operating earnings per diluted share for the fourth quarter rose 16% to $10.83, and for the full year, it increased 14% to $39.29 [1][2] - Total adjusted operating net revenues for the fourth quarter increased by 10% to $4.9 billion, driven by asset growth and client engagement [1][2] Asset Management - Assets under management, administration, and advisement reached a record high of $1.7 trillion, up 11% year-over-year [1][2] - The Advice & Wealth Management segment generated adjusted operating net revenues of $3.2 billion, a 12% increase, with a pretax adjusted operating margin of 29.3% [1][2] - Wrap assets increased 17% to a record high of $670 billion, with net inflows of $12.1 billion in the quarter [2][5] Client Engagement and Advisor Productivity - Total client assets grew 13% to $1.2 trillion, with strong client flows of $13.3 billion [2][5] - The company experienced strong advisor recruitment, with 91 experienced advisors joining in the quarter [2][5] - Adjusted operating net revenue per advisor reached a new high of $1.1 million, an 8% increase from the previous year [2][5] Retirement & Protection Solutions - The Retirement & Protection Solutions segment reported adjusted operating net revenues of $991 million, a 3% increase, with sales rising 6% to $1.5 billion [2][5] - The segment's pretax adjusted operating earnings were $200 million, impacted by higher life claim expenses compared to the prior year [2][5] Corporate Recognition - Ameriprise was ranked 48 on TIME's list of America's Most Iconic Companies, highlighting its cultural significance and impact [4] - The company was also recognized as a Top 250 firm on the Wall Street Journal's Best-Managed Companies list, evaluated on various performance indicators [4]