Public Invited to Monitor Conference Call at 5 p.m. Eastern TimeOAKS, Pa., July 9, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the second quarter 2025 on Wednesday, July 23, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time.Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-pres ...

Key Takeaways INTU is projected to post a 15.1% sales rise in fiscal 2025, the highest among the four highlighted stocks. STNE, Mosaic, Cullen/Frost and Intuit all meet strict criteria on sales growth, cash flow and profitability. MOS' sales are expected to grow 11.5% in 2025, supported by its global phosphate and potash production scale.Markets began 2025 on a strong note but have since been gripped by heightened volatility because of the Trump administration’s tariff plans and geopolitical headwinds, wh ...

Key Takeaways Five stocks were screened for low P/B ratios, solid value scores, and strong projected EPS growth. STNE shows the highest 3-5 year EPS growth rate at 26.3%, followed by PSFE at 17.9% and USNA. All selected stocks have a Zacks Rank of 1 or 2 and meet key valuation, liquidity, and pricing criteria.Value investing offers an opportunity to enter the market and grab stocks that have otherwise been overlooked by the majority of investors and are thus trading at cheap multiples.Though price to earn ...

Key Takeaways Zacks highlights five mid-cap fintech stocks poised for long-term gains amid digital finance growth. BILL, ACIW, FOUR, OPFI and STNE have shown rising earnings estimates and expanding client bases. Sector momentum is driven by AI adoption, mobile banking growth, and real-time payment innovations.Financial technology (fintech) represents a transformative investment space in a hybrid sector merging finance and technology. The companies featured in the space offer a variety of services, such as ...

Financial Data and Key Metrics Changes - Nasdaq reported net revenues of $4.6 billion for 2024, with adjusted non-GAAP net revenues of $4.7 billion, reflecting a 9% increase from 2023 [12] - Annualized recurring revenue reached $2.8 billion, representing a 7.5% increase year over year [12] - The company returned $145 million in stock repurchases and $541 million in quarterly dividends during 2024 [12] Business Line Data and Key Metrics Changes - The Capital Access Platforms division achieved 10% revenue growth, driven by strong index performance and 180 IPOs raising $23 billion in proceeds [13][14] - The Financial Technology division also saw 10% revenue growth and 12% annual recurring revenue growth, with significant client engagement [15][16] - The Market Services division reported record full-year revenue, driven by increased volumes in US equities and derivatives [17] Market Data and Key Metrics Changes - Nasdaq maintained its position as the top U.S. exchange for IPOs, achieving an 80% win rate among eligible company IPOs [14] - The index franchise experienced a 31% revenue growth, with record assets under management [15] Company Strategy and Development Direction - Nasdaq's strategic priorities for 2024 included "Integrate, Innovate, and Accelerate," focusing on enhancing operational efficiency and innovation [18] - The integration of Acxiom SL and Calypso is seen as pivotal in advancing Nasdaq's platform company journey [16] - The company aims to exceed $100 million in run rate revenue from cross-sells by the end of 2027 [19] Management's Comments on Operating Environment and Future Outlook - Management noted that recent policy shifts and potential tariffs have created short-term volatility, impacting global GDP growth expectations [20] - Nasdaq's diversified business model positions it for resilient growth despite macroeconomic challenges [21] - The company expressed confidence in achieving its medium-term outlook and continuing to create shareholder value [21] Other Important Information - The meeting was held virtually, with procedures in place to ensure shareholder participation [3][4] - The company highlighted the importance of its markets and infrastructure during recent trading volatility [20] Q&A Session Summary Question: How does the Compensation Committee use compensation actually paid total compensation figures in its calculation of CEO target total compensation award for the upcoming year? - The Compensation Committee emphasizes linking pay to performance, with decisions informed by competitive market data and actual CEO performance [26][28] - The variability in compensation figures reflects the effectiveness of this philosophy [28]

Company Participation - SEI will participate in the William Blair 45th Annual Growth Stock Conference in Chicago, IL on June 5, 2025, with a presentation by Sean Denham, Chief Financial and Chief Operating Officer, at 10:20 a.m. ET [1] - Denham and Michael Lane, Executive Vice President and Head of Asset Management, will host one-on-one or small group meetings throughout the day [2] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [3] - As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets [3]

Core Viewpoint - StoneCo Ltd. has experienced a significant share price increase of approximately 68.5% year to date, outperforming the broader Internet-Software industry and the S&P 500 benchmark, which saw gains of about 7.3% and 1.2%, respectively [1][4]. Financial Performance - The company has achieved three consecutive quarters of earnings beats, with the latest adjusted earnings per share reported at 34 cents, exceeding the Zacks Consensus Estimate by 6.3% [1][3]. - Financial Services revenues grew by 20% year over year in the first quarter of 2025, up from 11% in the previous quarter, indicating a positive trend in profitability [7]. - The Software segment contributed to profitability with an 11% revenue growth, driven by higher recurring subscriptions and an expanding client base, leading to a 12% increase in adjusted EBITDA [8]. Strategic Initiatives - StoneCo's strategic repricing initiatives and capital return programs, including over R$2.4 billion in share buybacks over the past year, have enhanced investor confidence [2][10]. - The company repurchased R$843 million in shares in the first quarter of 2025, contributing to a return on equity (ROE) increase for the Financial Services segment to 27%, up from 23% a year ago [10]. Market Position - StoneCo has outperformed other fintech companies such as PagSeguro Digital and DLocal Limited, which gained 44.4% and 4.7% year to date, respectively [4]. - The stock closed at $13.42, which is 11.9% below its 52-week high of $15.23, indicating potential for future growth [6]. Valuation Metrics - StoneCo's stock is currently trading at a price/earnings ratio of 8.84X forward earnings, significantly lower than its five-year high of 87.87X and below the industry average of 37.72 [13]. - The stock's Value Score of B suggests a discounted valuation, making it an attractive investment opportunity [13]. Industry Outlook - The global fintech market is projected to grow at a robust CAGR of 16.2% from 2025 to 2032, positioning StoneCo to capitalize on broader industry tailwinds [17]. - The company's focus on margin-rich transactions and disciplined share buyback strategy signals strong momentum ahead, enhancing long-term shareholder value [17].

For the quarter ended March 2025, Toast (TOST) reported revenue of $1.34 billion, up 24.4% over the same period last year. EPS came in at $0.20, compared to -$0.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.34 billion, representing a surprise of -0.27%. The company delivered an EPS surprise of +5.26%, with the consensus EPS estimate being $0.19.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they com ...

When considering valuation metrics, the price-to-earnings (P/E) ratio has always been the obvious choice as calculations based on earnings are easy and come in handy. However, in the case of companies that are incurring losses or are in an early cycle of development, generating meager or no profits, price-to-sales (P/S) is a good valuation metric to identify cheap stocks.Other than P/E and P/S, the price-to-book ratio (P/B ratio) is also an easy-to-use tool for zeroing in on low-priced stocks that have high ...

Core Viewpoint - Nasdaq reported strong first-quarter 2025 results with adjusted earnings per share of 79 cents, exceeding estimates and showing a year-over-year improvement of 25.4% driven by higher revenues and organic growth [1] Financial Performance - Nasdaq's net revenues reached $1.2 billion, marking a 12.5% increase year over year and slightly surpassing estimates by 0.1% [2] - Annualized Recurring Revenue (ARR) grew by 8% year over year to $2.8 billion, with organic growth at 9% [2] - Annualized SaaS revenues increased by 14%, accounting for 37% of ARR [2] - Capital Access Platforms' revenues were $479 million, up 11%, driven by growth across all business lines [2] - Financial Technology revenues were $395 million, reflecting a 10% increase [3] - Solutions business revenues rose 11% year over year to $947 million, supported by strong growth in Index and Financial Technology [3] - Market Services net revenues increased by 19% year over year to $281 million, exceeding estimates [3] Operating Expenses and Income - Adjusted operating expenses were $555 million, up 5.9% year over year, reflecting higher investments in technology and personnel [4] - Adjusted operating income increased by 15% year over year to $682 million, with an operating margin of 55%, expanding by 200 basis points [4] Market Activity - Nasdaq welcomed 170 new company listings in the quarter, including 63 initial public offerings, bringing the total number of listed companies to 4,139 [5] Financial Position - As of March 31, 2025, Nasdaq had cash and cash equivalents of $708 million, a 17% increase from the end of 2024 [6] - Long-term debt decreased by 1.7% to $8.9 billion [6] - Cash flow from operations for the quarter was $663 million [6] Capital Deployment - Nasdaq returned $138 million to shareholders through dividends and $115 million through stock repurchases in the first quarter [7] - The board approved a dividend of 27 cents per share, a 13% increase, to be paid on June 27, 2025 [7] - $1.6 billion remains under the board-authorized share repurchase program as of March 31, 2025 [8] Guidance - Nasdaq expects 2025 non-GAAP operating expenses to be between $2,265 million and $2,325 million, slightly adjusted from previous guidance [9] - The forecasted non-GAAP tax rate for 2025 is projected to be between 22.5% and 24.5% [9]