For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Alerus (ALRS) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.Alerus is a member of our Finance group, which includes 851 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The ...

Core Insights - The focus for income investors is generating consistent cash flow from liquid investments, particularly through dividends [1][2] Company Overview - Federated Hermes (FHI), headquartered in Pittsburgh, has experienced a price change of 6.47% this year and currently pays a dividend of $0.34 per share, resulting in a dividend yield of 2.45% [3] - The company's dividend yield is lower than the Financial - Investment Management industry's yield of 2.71% and the S&P 500's yield of 1.39% [3] Dividend Analysis - Federated Hermes has an annualized dividend of $1.36, which is a 2.3% increase from the previous year [4] - Over the past five years, the company has increased its dividend three times, averaging an annual increase of 0.78% [4] - The current payout ratio is 27%, indicating that the company pays out 27% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for Federated Hermes for 2026 is $5.07 per share, reflecting a year-over-year growth rate of 1.81% [5] Investment Considerations - Dividends are favored by investors as they enhance stock investing profits, reduce overall portfolio risk, and offer tax advantages [5] - High-growth firms and tech start-ups typically do not provide dividends, while established companies with secure profits are preferred for dividend investments [6] - Federated Hermes is positioned as an attractive dividend investment opportunity, supported by a strong Zacks Rank of 2 (Buy) [6]

Core Viewpoint - Federated Hermes has shown strong stock performance, reaching a 52-week high and outperforming its sector and industry peers in terms of year-to-date gains [1][2]. Performance Summary - The stock has increased by 1.7% over the past month and 4.3% since the beginning of the year, while the Zacks Finance sector has remained flat and the Zacks Financial - Investment Management industry has declined by 8.9% [1]. - The company has consistently beaten earnings estimates, with the latest EPS reported at $1.39 against a consensus estimate of $1.2, and revenue exceeding expectations by 2.72% [2]. Earnings Forecast - For the current fiscal year, Federated Hermes is projected to achieve earnings of $5.07 per share on revenues of $1.95 billion, reflecting a 1.81% increase in EPS and an 8.34% increase in revenues [3]. - The next fiscal year is expected to see earnings rise to $5.63 per share on revenues of $2.04 billion, indicating a year-over-year growth of 10.98% in EPS and 4.5% in revenues [3]. Valuation Metrics - The stock trades at a valuation of 10.7 times the current fiscal year EPS estimates, slightly below the peer industry average of 10.9 times [7]. - On a trailing cash flow basis, it trades at 15.4 times compared to the peer group's average of 11.9 times, with a PEG ratio of 0.53, positioning it favorably for value investors [7]. Zacks Rank and Style Scores - Federated Hermes holds a Zacks Rank of 2 (Buy), supported by rising earnings estimates, which is favorable for potential investors [8]. - The company has a Value Score of A, a Growth Score of D, and a Momentum Score of B, resulting in a combined VGM Score of B, indicating a solid investment opportunity [6][8].

Core Viewpoint - Affiliated Managers Group (AMG) reported strong quarterly earnings, exceeding expectations and showing significant year-over-year growth in both earnings per share (EPS) and revenues [1][2]. Earnings Performance - The company achieved quarterly earnings of $9.48 per share, surpassing the Zacks Consensus Estimate of $8.75 per share, and up from $6.53 per share a year ago, representing an earnings surprise of +8.34% [1] - Over the last four quarters, the company has consistently exceeded consensus EPS estimates [2]. Revenue Insights - AMG reported revenues of $556.6 million for the quarter ended December 2025, which exceeded the Zacks Consensus Estimate by 0.93% and was an increase from $524.2 million in the same quarter last year [2]. Stock Performance - Since the beginning of the year, Affiliated Managers shares have increased by approximately 6.9%, outperforming the S&P 500's gain of 1.4% [3]. Future Outlook - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $6.64 for the upcoming quarter and $30.16 for the current fiscal year [7]. - The Zacks Rank for the stock is currently 3 (Hold), indicating expected performance in line with the market in the near future [6]. Industry Context - The Financial - Investment Management industry, to which AMG belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8].

Core Viewpoint - Sound Point Meridian Capital, Inc. reported quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.55 per share, and showing a decline from $0.62 per share a year ago, indicating a -20.00% earnings surprise [1] Financial Performance - The company posted revenues of $17.95 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 12.43%, and down from $20.05 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] Stock Performance - Shares of Sound Point Meridian Capital, Inc. have declined approximately 6.5% since the beginning of the year, while the S&P 500 has gained 1.4% [3] Future Outlook - The company's earnings outlook will be crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.56 on revenues of $20.63 million, and for the current fiscal year, it is $2.18 on revenues of $80.56 million [7] Industry Context - The Financial - Investment Management industry, to which the company belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Viewpoint - GCM Grosvenor Inc. reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and showing an increase from $0.27 per share a year ago, indicating a positive earnings surprise of +27.05% [1] Financial Performance - The company achieved revenues of $177.1 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.11% and up from $165.26 million year-over-year [2] - Over the last four quarters, GCM Grosvenor has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance and Outlook - GCM Grosvenor shares have declined approximately 12.5% since the beginning of the year, contrasting with the S&P 500's gain of 1.7% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] Earnings Estimate Revisions - The trend for earnings estimate revisions prior to the earnings release was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $131.65 million, and for the current fiscal year, it is $0.87 on revenues of $590.1 million [7] Industry Context - The Financial - Investment Management industry, to which GCM Grosvenor belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, suggesting that the industry outlook could significantly impact stock performance [8]

分组1 - PennantPark (PFLT) reported quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.30 per share, and down from $0.33 per share a year ago, representing an earnings surprise of -8.48% [1] - The company posted revenues of $70.09 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.72%, and up from $67.01 million year-over-year [2] - Over the last four quarters, PennantPark has not surpassed consensus EPS estimates, but has topped consensus revenue estimates two times [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - The current consensus EPS estimate for the coming quarter is $0.29 on revenues of $67.42 million, and for the current fiscal year, it is $1.17 on revenues of $271.73 million [7] - The Zacks Industry Rank for Financial - Investment Management is currently in the bottom 44% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

分组1 - Virtus Investment Partners reported quarterly earnings of $6.5 per share, exceeding the Zacks Consensus Estimate of $6.41 per share, but down from $7.5 per share a year ago, representing an earnings surprise of +1.35% [1] - The company posted revenues of $188.9 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.25%, and down from $212.01 million year-over-year [2] - Virtus shares have declined approximately 7.5% since the beginning of the year, while the S&P 500 has only declined by 0.7% [3] 分组2 - The earnings outlook for Virtus is mixed, with the current consensus EPS estimate for the coming quarter at $5.09 on revenues of $183.9 million, and $25.20 on revenues of $747.96 million for the current fiscal year [7] - The Financial - Investment Management industry, to which Virtus belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, Silvercrest, is expected to report quarterly earnings of $0.23 per share, reflecting a year-over-year increase of +15%, with a significant revision of the consensus EPS estimate by 30.9% higher over the last 30 days [9]

Core Insights - TPG Inc. reported quarterly earnings of $0.71 per share, exceeding the Zacks Consensus Estimate of $0.64 per share, and showing an increase from $0.62 per share a year ago, resulting in an earnings surprise of +10.64% [1] - The company achieved revenues of $628.48 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 14.60% and increasing from $461.41 million year-over-year [2] Earnings Performance - Over the last four quarters, TPG Inc. has surpassed consensus EPS estimates two times and topped revenue estimates four times [2] - The company's shares have declined approximately 12.1% since the beginning of the year, while the S&P 500 has gained 0.5% [3] Future Outlook - The future performance of TPG Inc. shares will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.67 on revenues of $563.57 million, and for the current fiscal year, it is $3.00 on revenues of $2.44 billion [7] Industry Context - The Financial - Investment Management industry, to which TPG Inc. belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact TPG Inc.'s stock performance [5]

Core Viewpoint - Blue Owl Capital Inc. reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.21 per share a year ago, representing an earnings surprise of +6.90% [1] Financial Performance - The company posted revenues of $701.47 million for the quarter ended December 2025, which missed the Zacks Consensus Estimate by 0.43%, compared to year-ago revenues of $595.68 million [2] - Over the last four quarters, Blue Owl Capital has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - Blue Owl Capital shares have declined approximately 19.3% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The stock is currently rated Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.20 on revenues of $733.74 million, and for the current fiscal year, it is $0.97 on revenues of $3.15 billion [7] - The trend of estimate revisions for Blue Owl Capital was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Financial - Investment Management industry, to which Blue Owl Capital belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, suggesting potential challenges ahead [8]