Dividend Announcements - Ralph Lauren has declared a quarterly dividend of $0.9125 per share, payable on October 10, 2025, to shareholders of record as of September 26, 2025 [1] - Graco's Board of Directors declared a quarterly dividend of $0.275 per share, payable on November 5, 2025, to shareholders of record as of October 20, 2025, with approximately 165.7 million shares outstanding [2] - TPG RE Finance Trust announced a cash dividend of $0.24 per share for Q3 2025, payable on October 24, 2025, to common stockholders of record as of September 26, 2025 [3] - Pegasystems announced a quarterly cash dividend of $0.03 per share, to be paid on October 15, 2025, to shareholders of record as of October 1, 2025 [4] - Bentley Systems declared a dividend of $0.07 per share for Q3 2025, payable on September 30, 2025, to all stockholders of record as of September 23, 2025 [5]

Group 1 - Lument Finance Trust (NYSE: LFT) reported 4Q24 figures indicating a continuation of concerning trends, particularly in loan repayments which are shrinking the most lucrative part of its balance sheet [1] - The company is facing challenges in securing new financing, which is critical for its operational stability and growth [1] - The analysis emphasizes a long-only investment approach, focusing on operational aspects and long-term earnings power rather than market-driven dynamics [1] Group 2 - The article highlights the importance of understanding competitive dynamics within the industries where companies operate, suggesting a cautious investment strategy [1] - It notes that most recommendations will be holds, reflecting a design to provide important information for future investors while maintaining skepticism in a bullish market [1]