SEI Investments (SEIC) came out with quarterly earnings of $1.3 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.00%. A quarter ago, it was expected that this investment management firm would post earnings of $1.18 per share when it actually produced earnings of $1.78, delivering a surprise of +50.85%.Over the last four qua ...

Company Overview - Ameriprise Financial, Inc. (AMP) is currently positioned as an intriguing investment choice due to solid earnings estimate revisions and a favorable Zacks Industry Rank [1][3]. Industry Analysis - The Financial - Investment Management industry has a Zacks Industry Rank of 44 out of more than 250 industries, indicating a strong position relative to other segments [2]. - Broad trends in the Financial - Investment Management space are positively impacting securities across the board, suggesting a rising tide effect [2]. Earnings Estimates - Over the past month, earnings estimates for the current quarter have increased from $9.30 per share to $9.60 per share, while estimates for the current year have risen from $37.64 per share to $38.22 per share [4]. - These revisions reflect a more bullish outlook from analysts regarding Ameriprise Financial's short and long-term prospects [3][4]. Investment Recommendation - Given the strong industry performance and positive estimate revisions, Ameriprise Financial is recommended as a solid pick for investors seeking opportunities in a robust industry segment [5].

Core Insights - BlackRock reported quarterly earnings of $11.55 per share, exceeding the Zacks Consensus Estimate of $11.19 per share, and showing an increase from $11.46 per share a year ago, resulting in an earnings surprise of +3.22% [1] - The company achieved revenues of $6.51 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.16% and up from $5.2 billion year-over-year [2] - BlackRock's shares have increased by approximately 12.7% since the beginning of the year, compared to the S&P 500's gain of 13.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $12.65, with expected revenues of $6.67 billion, and for the current fiscal year, the EPS estimate is $47.32 on revenues of $23.62 billion [7] - The estimate revisions trend for BlackRock was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Investment Management industry, to which BlackRock belongs, is currently ranked in the top 21% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Victory Capital Holdings (VCTR) is currently viewed as a better value opportunity compared to Carlyle Group (CG) based on various financial metrics and rankings [1] Valuation Metrics - VCTR has a forward P/E ratio of 10.60, while CG has a forward P/E of 13.58, indicating that VCTR is more attractively priced [5] - The PEG ratio for VCTR is 0.65, suggesting it is undervalued relative to its expected earnings growth, whereas CG has a PEG ratio of 1.17 [5] - VCTR's P/B ratio stands at 1.79, compared to CG's P/B of 3.02, further highlighting VCTR's relative undervaluation [6] Zacks Rank and Earnings Outlook - VCTR holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent revisions, while CG has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank system emphasizes earnings estimates and revisions, which favor VCTR's improving earnings outlook [2][3] Value Grades - VCTR has been assigned a Value grade of B, while CG has a Value grade of D, reflecting VCTR's stronger valuation metrics [6]

Group 1: Company Overview - Great Elm Capital (GECC) shares increased by 5.6% to close at $8.1, following a notable trading volume, despite a 32.1% loss over the past four weeks [1] - The company is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year decline of 38.5%, with revenues projected at $10.08 million, down 14.1% from the previous year [2] - The consensus EPS estimate for GECC has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] Group 2: Industry Context - The Federal Reserve's recent interest rate cuts have led to increased loan demand for Business Development Companies (BDCs), positively impacting Great Elm Capital's stock performance [2] - Great Elm Capital is part of the Zacks Financial - Investment Management industry, which includes other companies like Victory Capital Holdings (VCTR), which saw a 0.8% increase in its stock price [5] - Victory Capital's consensus EPS estimate has increased by 1.8% over the past month, indicating a positive trend in the industry [6]

Core Viewpoint - T. Rowe Price (TROW) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a trend of positive earnings surprises [1]. Earnings Performance - T. Rowe Price has consistently beaten earnings estimates, with an average surprise of 5.44% over the last two quarters [2]. - In the last reported quarter, T. Rowe achieved earnings of $2.24 per share, exceeding the Zacks Consensus Estimate of $2.15 per share, resulting in a surprise of 4.19% [3]. - For the previous quarter, the company reported earnings of $2.23 per share against an expected $2.09 per share, delivering a surprise of 6.70% [3]. Earnings Estimates and Predictions - Earnings estimates for T. Rowe Price have been trending higher, supported by its history of earnings surprises [6]. - The stock has a positive Zacks Earnings ESP of +5.12%, indicating increased analyst optimism regarding its near-term earnings potential [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat [9]. Earnings ESP Insights - 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 [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8].

Company Performance - T. Rowe Price (TROW) closed at $103.28, reflecting a +1.54% change from the previous day, outperforming the S&P 500's daily gain of 0.01% [1] - Over the past month, TROW shares have decreased by 8.8%, underperforming the Finance sector's gain of 1.42% and the S&P 500's gain of 4.83% [1] Upcoming Financial Results - T. Rowe Price is expected to report an EPS of $2.43, which represents a 5.45% decrease from the same quarter last year [2] - The consensus estimate for revenue is $1.83 billion, indicating a 2.28% increase compared to the same quarter of the previous year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates predict earnings of $9.22 per share and revenue of $7.17 billion, reflecting changes of -1.18% and +1.1% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for T. Rowe Price are important as they indicate changing near-term business trends, with upward revisions suggesting analyst confidence in the company's profitability [4] Zacks Rank and Valuation - T. Rowe Price currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 11.03, which is lower than the industry average Forward P/E of 11.74 [6] - The Zacks Consensus EPS estimate has increased by 1.11% over the last 30 days [6] PEG Ratio - T. Rowe Price has a PEG ratio of 2.62, compared to the Financial - Investment Management industry's average PEG ratio of 1.18 [7] Industry Overview - The Financial - Investment Management industry is part of the Finance sector and currently holds a Zacks Industry Rank of 86, placing it in the top 35% of over 250 industries [8]

Group 1 - BlackRock's stock closed at $1,141.07, showing a decline of -2.13% from the previous day, while the S&P 500 gained 0.34% [1] - Over the past month, BlackRock's shares increased by 4.58%, outperforming the Finance sector's gain of 1.52% and the S&P 500's gain of 3.54% [1] Group 2 - BlackRock is set to release its earnings report on October 14, 2025, with an expected EPS of $11.78, indicating a growth of 2.79% year-over-year, and projected revenue of $6.26 billion, reflecting a 20.45% increase [2] - For the full year, earnings are projected at $47.57 per share and revenue at $23.47 billion, representing changes of +9.08% and +15.02% from the prior year [3] Group 3 - Recent estimate revisions for BlackRock are seen as positive indicators for the business outlook, as they correlate with near-term share price momentum [4][3] - BlackRock currently holds a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 24.51, which is a premium compared to the industry average of 12.07 [5] Group 4 - The PEG ratio for BlackRock is 2.23, compared to the Financial - Investment Management industry's average PEG ratio of 1.26 [6] - The Financial - Investment Management industry is ranked 77 in the Zacks Industry Rank, placing it in the top 32% of over 250 industries [6]

Core Viewpoint - T. Rowe Price (TROW) is experiencing a decline in stock performance, underperforming both the S&P 500 and the Finance sector, with upcoming financial results expected to show a decrease in EPS but an increase in revenue compared to the previous year [1][2]. Financial Performance - T. Rowe Price is expected to report an EPS of $2.41, reflecting a decrease of 6.23% from the prior-year quarter [2]. - Revenue is anticipated to be $1.83 billion, indicating a growth of 2.28% compared to the same quarter last year [2]. - For the annual period, earnings are projected at $9.18 per share, down 1.61% from last year, while revenue is expected to reach $7.17 billion, up 1.1% [3]. Analyst Estimates - Recent modifications to analyst estimates for T. Rowe Price are crucial as they indicate changing business trends, with positive changes suggesting a favorable outlook on business health and profitability [4]. - The Zacks Consensus EPS estimate has increased by 0.67% over the past month, and T. Rowe Price currently holds a Zacks Rank of 3 (Hold) [6]. Valuation Metrics - T. Rowe Price is trading at a Forward P/E ratio of 11.41, which is lower than the industry average of 12.3 [7]. - The company has a PEG ratio of 2.71, compared to the Financial - Investment Management industry's average PEG ratio of 1.33 [8]. Industry Context - The Financial - Investment Management industry is ranked 147 out of over 250 industries, placing it in the bottom 41% [8]. - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9].

Group 1 - Investors in AllianceBernstein Holdings L.P. (AB) should monitor the stock closely due to significant movements in the options market, particularly the Oct 17, 2025 $20.00 Call which has high implied volatility [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in the stock's price, potentially due to an upcoming event [2] - AllianceBernstein currently holds a Zacks Rank 3 (Hold) in the Financial - Investment Management industry, which is in the top 42% of the Zacks Industry Rank, with no changes in analyst estimates for the current quarter, resulting in a slight increase in the Zacks Consensus Estimate from 83 cents to 84 cents per share [3] Group 2 - The high implied volatility for AllianceBernstein may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay, hoping the stock does not move as much as expected by expiration [4]