On February 10, 2026, Reinhart Partners, LLC. disclosed in an SEC filing that it sold all 2,208,439 shares of Marcus & Millichap (NYSE:MMI), an estimated $64.82 million transaction based on quarterly average pricing. What Happened According to an SEC filing dated February 10, 2026, Reinhart Partners, LLC. sold all 2,208,439 shares of Marcus & Millichap in the most recent quarter. The estimated value of the transaction was $64.82 million, calculated using the average share price for the quarter. This sale ...

Bank of America Corporation (NYSE:BAC) is one of the best affordable long term stocks to buy according to hedge funds. On February 3, Bank of America Corporation’s (NYSE: BAC) Board declared a $0.28 per share for Q1 2026. This matches the amount paid in the previous quarters since July 2024, when management raised the quarterly dividend from $0.24. Bank of America (BAC) Maintains Dividend Amid Strong Earnings and Moderate Outlook Pixabay/Public Domain Meanwhile, on January 15, TD Cowen lowered its price ...

Group 1 - The promotional offer is valid from December 15, 2025, to January 2, 2026, requiring customers to fund their Active Invest account with a minimum of $50 within 45 days to qualify for a minimum reward of $15 [1] - The probability of a member receiving $3,000 is 0.026%, and if no selection is made within 45 days, the member will no longer qualify for the promotion [1] - For a different promotional offer, the probability of receiving $1,000 is also 0.026%, with a requirement to fund the account with at least $50 [3] Group 2 - Investing in alternative investments and strategies may not be suitable for all investors and involves unique risks, including the risk of loss [4] - Fractional shares have limitations, including potential delays in order execution and the inability to transfer fractional shares to another firm [5] - Options trading involves substantial risks, including the possibility of losing the entire investment, and investors should review the associated risks before trading [6]

Refer to pages 15-19 of this presentation for reconciliations of U.S. GAAP to as adjusted results. Cohen & Steers: Q4 2025 and Full Year 2025 Earnings Presentation Summary of fourth quarter and full year 2025 results Fourth quarter 2025 Full year 2025 Assets under management • Net inflows of $1.5 billion in FY 2025 versus net outflows of $171 million in FY 2024 2 Flows Financial results, as adjusted • December 31, 2025 AUM was $90.5 billion versus $85.8 billion at December 31, 2024 • Average AUM was $88.6 b ...

Core Viewpoint - BlackRock Inc. is poised for strong financial performance with record assets under management and positive earnings estimates ahead of its quarterly earnings release on January 15, 2026 [1][2][4]. Financial Performance - BlackRock's assets under management (AUM) reached a record $13.46 trillion in Q3 2025, driven by net inflows, spot crypto ETFs, and strategic acquisitions [2][6]. - Analysts predict a year-over-year revenue increase of 18.8% for Q4 2025, reflecting the company's strong performance and strategic initiatives [2]. - The consensus EPS estimate for the upcoming quarter is $12.41, with projected revenue of $6.75 billion [1][6]. Analyst Sentiment - The consensus EPS estimate has been revised upward by 1.6% over the past 30 days, indicating increased optimism about BlackRock's financial performance [4][6]. - BlackRock has a strong track record of exceeding earnings expectations, having surpassed the Zacks Consensus Estimate in the last four quarters with an average surprise of 8% [3]. Financial Metrics - BlackRock's P/E ratio is 27.68, indicating the price investors are willing to pay for each dollar of earnings [5]. - The price-to-sales ratio stands at 7.38, reflecting its market value relative to revenue [5]. - The company maintains a debt-to-equity ratio of 0.27, indicating a balanced approach to leveraging debt, and a current ratio of 14.41 highlights its ability to cover short-term liabilities [5].

Group 1 - Gartner, Inc. is experiencing significant stock performance issues, being noted as the fifth worst performer in the S&P 500 in 2025, with a decline of almost 48% last year [1] - The company provides detailed research reports and advisory services primarily for enterprise customers, assisting them in selecting appropriate technology products [1] - The rise of AI is impacting Gartner's business model, as businesses can now access information independently, reducing the need for research intermediaries like Gartner [1] Group 2 - A recent quarterly performance left much to be desired, prompting caution regarding the stock's future; there is uncertainty whether the poor results are indicative of a longer-term trend or just a one-time occurrence [2] - While there is potential for investment in Gartner, certain AI stocks are perceived to offer greater upside potential and lower downside risk [2]

Group 1: Company Overview - AECOM (NYSE:ACM) designs and engineers transportation systems, buildings, water networks, energy infrastructure, and environmental projects, providing consulting and construction management services [6] Group 2: Recent Developments - Barclays analyst Adam Seiden downgraded AECOM to Equal Weight from Overweight and lowered the price target to $100 from $135 as part of the firm's 2026 outlook for the machinery and construction space [2] - AECOM raised its segment-adjusted operating margin target to over 20% by the end of fiscal 2028, linking this to higher-return investments in proprietary AECOM AI tools and its Advisory services business [4] - The company increased its expected adjusted EPS CAGR for fiscal 2026 through 2029 to over 15%, indicating confidence in earnings power as investments scale [5] Group 3: Strategic Focus - AECOM launched a review of strategic alternatives for its construction management business, including a potential sale, to focus on faster-growing, higher-return opportunities [5] - Starting with first-quarter results, the construction management unit is expected to be classified as held for sale on the balance sheet and reported as discontinued operations under GAAP [5] Group 4: Market Outlook - Barclays remains constructive on the broader construction sector heading into 2026, expecting modest share gains after several strong years, while favoring machinery and rental companies due to cyclical and macro factors [3]

Company Overview - Wells Fargo & Company (WFC) is a leading financial services firm based in San Francisco, California, with a market cap of $292 billion, offering a wide range of services including consumer and commercial banking, lending, and wealth management [1] Earnings Expectations - Analysts anticipate WFC to report a profit of $1.65 per share for the fourth quarter, representing a 16.2% increase from $1.42 per share in the same quarter last year [2] - For the current fiscal year, WFC's EPS is projected to reach $6.15, an 11.4% year-over-year increase from $5.52 reported in fiscal 2024 [3] - Earnings are expected to grow further, with a forecasted 14% year-over-year increase to $7.01 per share in fiscal 2026 [3] Stock Performance - WFC's stock has increased by 35.1% over the past 52 weeks, outperforming the S&P 500 Index's 16.5% gains and the Financial Select Sector SPDR Fund's 14.7% returns during the same period [4] Market Reaction - Following the announcement of a reduction in the prime rate from 7% to 6.75% on December 10, WFC's shares rose by more than 2%, indicating a positive market response to the rate cut [5] Analyst Ratings - The consensus rating for WFC is "Moderate Buy," with 13 out of 26 analysts recommending "Strong Buy," four suggesting "Moderate Buy," and nine advising "Hold" [6] - The mean price target for WFC is $97.79, indicating a potential upside of 5.1% from current price levels [6]

Core Insights - Jim Cramer expressed skepticism about Bitmine Immersion Technologies, Inc. (NYSE:BMNR), indicating that it is part of a "year of magical investing" that he believes is over, advising investors to avoid it [1] - Bitmine focuses on blockchain-related activities, including digital asset treasury management, advisory services, and mining equipment leasing and sales [1] - Cramer referenced a detailed analysis by his colleague regarding the company's share value, ultimately advising against investing in BMNR [1] Company Overview - Bitmine Immersion Technologies, Inc. is involved in the bitcoin ecosystem, providing services related to digital assets and mining equipment [1] - The company is positioned within the blockchain sector, which has seen fluctuating investor interest [1] Investment Perspective - While acknowledging the potential of BMNR, the analysis suggests that certain AI stocks may offer better upside potential and lower downside risk [1]

Core Insights - Stifel Financial Corp. is planning to shut down its UK equities trading business, impacting approximately 20 staff members, as part of a strategic shift towards advisory services in Europe [1][7] Group 1: Rationale Behind the Decision - The closure follows Stifel's acquisition of Bryan Garnier, a European investment bank, which enhances its focus on mid-market investment banking, particularly in healthcare and technology sectors [2][4] - This move aligns with the company's increased emphasis on mergers and acquisitions and capital-raising activities in Europe, which have seen stronger client demand [3] Group 2: Operational Impact - The closure will simplify Stifel's European operations, reducing complexity related to trading infrastructure, compliance, and execution services [4] - Resources will be redirected towards expanding sector-focused coverage teams, especially in healthcare and technology, leveraging the strengths gained from the Bryan Garnier acquisition [4] Group 3: Market Performance - Over the past six months, Stifel's shares have increased by 28.8%, outperforming the industry growth of 20.5% [5]