Company Overview - Resolute Holdings Management is an alternative asset management platform based in New York, focusing on tailored investment solutions for institutional and high-net-worth clients [5][8] - As of February 13, 2026, the company's market capitalization is $1.53 billion, with a revenue of $344.35 million and a net income of -$2.3 billion [4] Recent Transaction - On February 17, 2026, Nine Ten Capital Management disclosed the sale of 33,797 shares of Resolute Holdings in the fourth quarter, with an estimated transaction value of $5.00 million [1][2] - After the sale, Nine Ten Capital Management held 92,980 shares valued at $19.19 million, reflecting an increase in the position's value by $10.05 million due to trading activity and price movement [2] Financial Performance - In the third quarter, Resolute Holdings reported net sales of $120.9 million, an increase from $107.1 million a year earlier, with an operating income of $41.5 million [6] - Despite the sales growth, earnings attributable to common stockholders resulted in a loss of $0.03 per share, primarily due to the company's structure and non-controlling interests [6] Stock Performance - As of February 16, 2026, Resolute Holdings shares were priced at $186.43, representing a significant increase of 419.45% over the past year [7] - The company's top holdings include Magnite, GPGI, and Cellebrite, with the position in Resolute Holdings being modest at 1.4% of assets [9] Strategic Considerations - The firm emphasizes a recurring management fee model, which is attractive for long-term investors, although GAAP volatility and deal exposure require patience [10] - The business remains connected to CompoSecure and its planned transaction with Husky, introducing both opportunities and complexities [9]

Core Insights - Brookfield has evolved into a leading global alternative asset manager with over $580 billion in fee-bearing capital across various strategies [1][2] Company Overview - The firm operates a rapidly growing insurance and annuities business under BN, showcasing deep expertise across the investment landscape [2] Future Outlook - Anticipation for insights from CEO Bruce Flatt regarding the environment and Brookfield's plans for the upcoming year and beyond [2]

Core Insights - Ascent Wealth Partners has initiated a new position in Blackstone, acquiring 51,697 shares valued at $8.83 million, representing 1.02% of its total U.S. equity assets [1][2][7] - Blackstone's stock price as of October 20, 2025, was $160.44, reflecting a 6.05% decline over the past year, underperforming the S&P 500 by 17.65 percentage points [2][3] Company Overview - Blackstone Inc. is a leading global alternative asset manager with a diversified portfolio that includes real estate, private equity, credit, and hedge fund solutions [4][6] - The company reported a total revenue of $11.58 billion and a net income of $2.86 billion for the trailing twelve months [3] Financial Performance - Blackstone's Q3 revenue decreased to $3.1 billion from $3.7 billion year-over-year, missing analyst expectations, which led to a decline in diluted earnings per share from $1.02 to $0.80 [8] - Despite the revenue drop, Blackstone achieved a record AUM of $1.2 trillion in Q3, marking a 12% year-over-year increase, and fee-related earnings grew by 26% to $1.5 billion [9][10] Investment Sentiment - Ascent Wealth Partners' investment in Blackstone suggests a belief in the stock's potential upside, especially given the recent dip in share price following the Q3 earnings report [7][10]

Core Insights - Ayrshire Capital Management LLC increased its position in Blackstone by 28,448 shares during Q3 2025, bringing its total holdings to 42,892 shares valued at approximately $4.87 million [1][2][8] - Blackstone's stock price as of October 20, 2025, was $160.44, reflecting a 6.05% decline over the past year and underperforming the S&P 500 by 17.65 percentage points [2][3] - The company reported trailing twelve-month revenue of $11.58 billion and net income of $2.86 billion for the period ended June 30, 2025 [3][4] Company Overview - Blackstone is a leading global alternative asset manager with a diversified platform that includes real estate, private equity, hedge funds, and credit [5][6] - The company has a market capitalization of $192.54 billion and offers a dividend yield of 2.66% as of October 21, 2025 [3][4] Recent Performance - Blackstone's assets under management (AUM) rose 12% year over year to a record $1.2 trillion [10] - Distributable earnings increased 48% year over year to $2 billion, while fee-related earnings rose 26% year over year to $1.5 billion [10] - Despite a decline in sales from $3.7 billion in 2024 to $3.1 billion in Q3 2025, the company's return on equity has been steadily rising [9][11] Investment Implications - Ayrshire's significant increase in Blackstone holdings suggests a bullish outlook on the company, indicating confidence in its long-term performance [8][11] - The current stock price decline may present a buying opportunity for long-term investors [11]