Core Viewpoint - First Citizens BancShares projected full-year interest income below Wall Street expectations, leading to a decline in shares by more than 9% [1] Company Summary - First Citizens BancShares is a regional lender that has recently adjusted its interest income projections for the full year, indicating a performance that does not meet market expectations [1]

Group 1 - KeyCorp exceeded Wall Street expectations for fourth-quarter profit, driven by increased interest income and investment banking fees [1] - The U.S. lender reported a strong performance in its financial services, indicating robust demand in the market [1] - The results reflect a positive trend in the banking sector, highlighting the potential for growth in interest-related earnings [1]

Wells Fargo's profit rose in the fourth quarter as it earned more from interest payments. ...

Core Insights - Rithm (RITM) reported a revenue of $1.11 billion for Q3 2025, marking a year-over-year increase of 78.5% and exceeding the Zacks Consensus Estimate by 10.53% [1] - The company's EPS for the same quarter was $0.54, unchanged from the previous year, indicating no EPS surprise [1] Revenue Breakdown - Interest income was reported at $453.79 million, which is a decline of 17.6% year-over-year and below the average estimate of $485.25 million [4] - Servicing revenue, net, was $314.93 million, reflecting a significant year-over-year decrease of 223.9% and falling short of the average estimate of $413.89 million [4] - Other revenues amounted to $55.63 million, slightly above the average estimate of $30.99 million, with a year-over-year change of -2.8% [4] - Asset management revenue reached $84.87 million, which is a 4.7% increase year-over-year but below the average estimate of $92.22 million [4] - Gain on originated residential mortgage loans, held-for-sale, net, was reported at $196.31 million, a 6.3% increase compared to the previous year, but also below the average estimate of $207.43 million [4] Stock Performance - Rithm's shares have returned -2.6% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Viewpoint - Swedish bank Handelsbanken reported a smaller-than-expected decline in third-quarter net profit, indicating resilience in its financial performance despite central bank rate cuts impacting the broader banking sector [1] Financial Performance - The bank's interest income narrowly exceeded forecasts, contributing to the better-than-expected profit results [1]

Core Insights - Huntington Bancshares reported an increase in third-quarter profit, driven by higher interest income and fees across all divisions [1] Financial Performance - The regional U.S. lender experienced a rise in profit for the third quarter, indicating strong financial performance [1] - Increased interest income contributed significantly to the profit growth [1] - Fees from all divisions also saw an uptick, further enhancing overall profitability [1]

Core Insights - Rexford Industrial (REXR) is expected to report quarterly earnings of $0.59 per share, unchanged from the previous year, with revenues projected at $247.44 million, reflecting a 2.3% year-over-year increase [1] - Analysts have revised the consensus EPS estimate down by 0.3% over the past 30 days, indicating a collective reassessment of projections [1] Revenue Estimates - Analysts estimate 'Revenues- Rental revenues' at $240.71 million, indicating a 1% year-over-year increase [4] - 'Revenues- Interest income' is expected to reach $6.59 million, showing a significant increase of 100.1% from the year-ago quarter [4] Depreciation and Amortization - The expected figure for 'Depreciation and amortization' is $73.92 million [4] Stock Performance - Rexford Industrial shares have experienced a decline of 5.2% over the past month, contrasting with the S&P 500 composite's increase of 3.5% [4] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [4]

Core Insights - UWM Holdings Corporation (UWMC) is expected to report quarterly earnings of $0.06 per share, reflecting a 50% increase year over year [1] - Analysts forecast revenues of $729.74 million, indicating a year-over-year increase of 43.9% [1] Earnings Estimates - The consensus EPS estimate has been revised 1.5% higher in the last 30 days, showing analysts' reevaluation of their initial estimates [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3] Revenue Projections - Revenue from loan production income is projected to reach $423.11 million, representing an 18.5% year-over-year increase [5] - Revenue from interest income is estimated at $125.34 million, indicating a 3.3% increase from the prior-year quarter [5] - Revenue from loan servicing income is expected to be $182.56 million, reflecting a year-over-year change of 26.9% [5] Stock Performance - UWM shares have increased by 4.8% in the past month, outperforming the Zacks S&P 500 composite, which saw a 0.5% increase [6] - UWM currently holds a Zacks Rank 5 (Strong Sell), suggesting expected underperformance relative to the overall market in the near term [6]

Core Insights - Arbor Realty Trust (ABR) is expected to report quarterly earnings of $0.29 per share, reflecting a decline of 35.6% year over year [1] - Analysts forecast revenues of $237.24 million, indicating a decrease of 20.2% compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting a reassessment of projections by covering analysts [1] Revenue Estimates - Interest income is projected to reach $237.24 million, down 20.2% from the prior-year quarter [4] - Other revenue from gains on sales, including fee-based services, is estimated at $13.77 million, reflecting a decline of 21.1% year over year [4] - Servicing revenue is expected to be $26.77 million, indicating a decrease of 10.5% from the previous year [4] Additional Revenue Metrics - Analysts estimate 'Other revenue- Mortgage servicing rights' at $10.47 million, suggesting a year-over-year decline of 28% [5] - Over the past month, Arbor Realty Trust shares have gained 11%, outperforming the Zacks S&P 500 composite, which increased by 5.4% [5] - Arbor Realty Trust holds a Zacks Rank 3 (Hold), indicating expected performance in line with the overall market [5]

Core Insights - Rexford Industrial (REXR) reported revenue of $249.51 million for the quarter ended June 2025, reflecting a 5% increase year-over-year and a surprise of +1.96% over the Zacks Consensus Estimate of $244.72 million [1] - The earnings per share (EPS) for the quarter was $0.59, compared to $0.37 in the same quarter last year, resulting in an EPS surprise of +1.72% against the consensus estimate of $0.58 [1] Revenue Breakdown - Rental revenues amounted to $241.57 million, exceeding the three-analyst average estimate of $239.56 million, with a year-over-year change of +3.7% [4] - Management and leasing services generated $0.13 million, slightly below the three-analyst average estimate of $0.14 million, showing a year-over-year decline of -15.4% [4] - Interest income reached $7.81 million, surpassing the average estimate of $5.32 million from three analysts, marking a significant year-over-year increase of +75.7% [4] Stock Performance - Over the past month, shares of Rexford Industrial have returned -0.4%, in contrast to the Zacks S&P 500 composite's +4.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]