Company Performance - Main Street Capital (MAIN) closed at $63.80, reflecting a -1.21% change from the previous day, underperforming the S&P 500's loss of 0.43% [1] - Over the past month, shares of Main Street Capital have appreciated by 6.94%, significantly outperforming the Finance sector's gain of 0.35% and the S&P 500's gain of 0.89% [1] Upcoming Earnings - The upcoming earnings release is scheduled for February 26, 2026, with projected earnings of $1.06 per share, indicating a year-over-year growth of 3.92% [2] - The consensus estimate anticipates revenue of $140.81 million, reflecting a 0.26% increase from the same quarter last year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates forecast earnings of $4.19 per share and revenue of $561.66 million, showing changes of +2.44% and 0% respectively compared to the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Main Street Capital are important as they reflect the shifting dynamics of short-term business patterns, with upward revisions indicating analysts' positive outlook on the company's operations [4] - The Zacks Rank system, which incorporates these estimate changes, provides a practical rating system for investors [5] Zacks Rank and Valuation - Main Street Capital currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [6] - The company is trading at a Forward P/E ratio of 15.89, which is a premium compared to the industry average Forward P/E of 8.8 [7] Industry Context - The Financial - SBIC & Commercial Industry, part of the Finance sector, has a Zacks Industry Rank of 97, placing it in the top 40% of over 250 industries [7] - The Zacks Industry Rank assesses the strength of industry groups, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Company Performance - Ares Capital (ARCC) experienced a decline of 2.07% to $20.35, which was less than the S&P 500's daily gain of 0.5% [1] - Prior to the recent trading session, Ares Capital shares had increased by 2.87%, outperforming the Finance sector's loss of 0.96% and the S&P 500's gain of 0.18% [1] Upcoming Earnings - Ares Capital is set to disclose its earnings on February 4, 2026, with an expected EPS of $0.5, reflecting a decrease of 9.09% from the prior-year quarter [2] - The consensus estimate for quarterly revenue is projected at $795.35 million, which represents an increase of 4.79% from the same period last year [2] Full Year Projections - For the full year, Zacks Consensus Estimates predict earnings of $2 per share and revenue of $3.06 billion, indicating changes of -14.16% and 0% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for Ares Capital's business and profitability [3] Analyst Ratings - The Zacks Rank system, which evaluates estimated changes, currently assigns Ares Capital a rank of 3 (Hold) [5] - Over the last 30 days, the Zacks Consensus EPS estimate for Ares Capital has remained unchanged [5] Valuation Metrics - Ares Capital has a Forward P/E ratio of 10.63, which is higher than the industry average Forward P/E of 8.88 [6] - The Financial - SBIC & Commercial Industry, to which Ares Capital belongs, is currently ranked 174 out of over 250 industries, placing it in the bottom 29% [6] Industry Insights - The Zacks Industry Rank assesses the strength of industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Acadian Asset Management (AAMI) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question.Acadian Asset Management is one of 858 individual stocks in the Finance sector. Collectively, these companies sit at #6 in the Zacks Sector Rank. The Zacks Sector ...

分组1 - Amalgamated Financial reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and showing an increase from $0.90 per share a year ago, resulting in an earnings surprise of +9.39% [1] - The company posted revenues of $85.2 million for the quarter ended December 2025, which was 1.62% below the Zacks Consensus Estimate, and an increase from $77.88 million year-over-year [2] - The stock has gained approximately 12.5% since the beginning of the year, outperforming the S&P 500's gain of 0.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $87.9 million, and for the current fiscal year, it is $4.00 on revenues of $359.1 million [7] - The Zacks Industry Rank for Financial - SBIC & Commercial Industry is currently in the bottom 26% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Viewpoint - Amalgamated Financial (AMAL) shares experienced a 5% increase, closing at $33.55, driven by strong trading volume and positive investor sentiment regarding potential growth opportunities in the banking sector following geopolitical developments [1][2]. Company Performance - The upcoming quarterly earnings report for Amalgamated Financial is projected to show earnings of $0.95 per share, reflecting a year-over-year increase of 5.6%. Revenue is expected to reach $86.59 million, marking an 11.2% rise compared to the same quarter last year [3]. - The consensus EPS estimate for Amalgamated Financial has remained stable over the past 30 days, indicating no recent revisions in earnings estimates, which typically correlate with stock price movements [4]. Industry Context - The positive sentiment surrounding Amalgamated Financial is linked to broader market narratives, including anticipated earnings growth, investments driven by artificial intelligence, and potential Federal Reserve rate cuts in 2026 [2]. - Amalgamated Financial is part of the Zacks Financial - SBIC & Commercial Industry, where another company, Ares Capital (ARCC), saw a 1.4% increase in its stock price but has a negative return of -2.8% over the past month [5].

Group 1 - Ares Capital (ARCC) closed at $20.20, reflecting a +1% change from the previous day's closing price, outperforming the S&P 500's loss of 0.03% [1] - Over the past month, Ares Capital shares have decreased by 2.49%, underperforming the Finance sector's gain of 4.37% and the S&P 500's gain of 2.57% [1] Group 2 - The upcoming earnings release is expected to show an EPS of $0.5, a decrease of 9.09% compared to the same quarter last year, with revenue anticipated at $795.35 million, a 4.79% increase year-over-year [2] - For the entire year, earnings are forecasted at $2 per share, a decline of 14.16%, while revenue is projected at $3.06 billion, an increase of 2.25% compared to the previous year [3] Group 3 - Ares Capital currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [5] - The Forward P/E ratio for Ares Capital is 10.01, which is higher than the industry average of 8.26, indicating that Ares Capital is trading at a premium [6] Group 4 - The Financial - SBIC & Commercial Industry, which includes Ares Capital, has a Zacks Industry Rank of 164, placing it in the bottom 34% of over 250 industries [6] - The Zacks Rank system has a history of outperforming, with stocks rated 1 achieving an average annual return of +25% since 1988 [5]

Core Viewpoint - PhenixFIN (PFX) reported quarterly earnings of $0.69 per share, significantly exceeding the Zacks Consensus Estimate of $0.24 per share, marking an earnings surprise of +187.50% [1] Financial Performance - The company achieved revenues of $6.87 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 18.04%, compared to $5.57 million in the same quarter last year [2] - Over the last four quarters, PhenixFIN has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance - PhenixFIN shares have declined approximately 18.1% since the beginning of the year, contrasting with the S&P 500's gain of 17.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.43 on revenues of $5.81 million, and for the current fiscal year, it is $1.79 on revenues of $23.25 million [7] - The trend of earnings estimate revisions is mixed ahead of the earnings release, which could influence future stock performance [6] Industry Context - The Financial - SBIC & Commercial Industry, to which PhenixFIN belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - PennantPark (PNNT) reported quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.17 per share, and down from $0.22 per share a year ago, indicating an earnings surprise of -11.76% [1][2] Financial Performance - The company posted revenues of $27.95 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.72%, and down from $36.5 million year-over-year [2] - Over the last four quarters, PennantPark has not surpassed consensus EPS or revenue estimates [2] Stock Performance - PennantPark shares have declined approximately 10.9% since the beginning of the year, contrasting with the S&P 500's gain of 12.3% [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 next quarter is $0.18 on revenues of $29.21 million, and for the current fiscal year, it is $0.71 on revenues of $115.74 million [7] Industry Context - The Financial - SBIC & Commercial Industry, to which PennantPark belongs, is currently ranked in the bottom 17% of over 250 Zacks industries, indicating potential challenges ahead [8]

分组1 - Golub Capital BDC reported quarterly earnings of $0.39 per share, matching the Zacks Consensus Estimate, but down from $0.47 per share a year ago [1] - The company posted revenues of $217.84 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.24% and down from $224.41 million year-over-year [2] - The stock has underperformed the market, losing about 10.2% since the beginning of the year compared to the S&P 500's gain of 13.4% [3] 分组2 - The earnings outlook for Golub Capital BDC is uncertain, with current consensus EPS estimates at $0.38 for the coming quarter and $1.47 for the current fiscal year [7] - The Zacks Industry Rank places the Financial - SBIC & Commercial Industry in the bottom 18% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] - The estimate revisions trend for Golub Capital BDC was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Core Insights - Gladstone Capital (GLAD) reported quarterly earnings of $0.52 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, and showing an increase from $0.50 per share a year ago, resulting in an earnings surprise of +1.96% [1] - The company generated revenues of $23.94 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.09%, and showing a slight increase from $23.71 million year-over-year [2] - The stock has underperformed significantly, losing about 32.1% since the beginning of the year compared to the S&P 500's gain of 14.5% [3] Earnings Outlook - The future performance of Gladstone Capital's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.50 on revenues of $24.18 million, and for the current fiscal year, it is $1.98 on revenues of $101.56 million [7] Industry Context - The Financial - SBIC & Commercial Industry, to which Gladstone Capital belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests that the performance of stocks is closely tied to trends in earnings estimate revisions, with a strong correlation observed [5]