In this article, we will take a look at some of the best dividend stocks to buy in January.Valuations have climbed to historically high levels as tech stocks stayed in favor. Bank of America strategist Savita Subramanian said the S&P 500 is showing elevated readings across 18 of the 20 valuation measures she tracks. Those include trailing price-to-earnings, enterprise value to EBITDA, and forward consensus PE.As those numbers stretched, investors began stepping away from last year’s tech winners and rotatin ...

Core Insights - T. Rowe Price Group, Inc. (TROW) reported better-than-expected quarterly results, with shares rising 1.8% in pre-market trading. The adjusted earnings per share (EPS) for Q3 2025 was $2.81, exceeding the Zacks Consensus Estimate of $2.55, and reflecting a year-over-year increase of 9.3% [1][10]. Financial Performance - Net income attributable to T. Rowe Price on a GAAP basis was $646.1 million, a 7.1% increase from the prior-year quarter, surpassing the estimate of $471.9 million [2]. - Net revenues rose 6% year over year to $1.89 billion, exceeding the Zacks Consensus Estimate of $1.85 billion [3]. - Investment advisory fees increased by 4.4% to $1.7 billion, above the estimate of $1.59 billion, while capital allocation-based income surged to $42 million from $4.6 million in the prior-year quarter, significantly exceeding the estimate of $0.1 million [3]. Expense Management - Total operating expenses increased by 6.7% to $1.25 billion, higher than the estimate of $1.2 billion. Adjusted operating expenses were $1.13 billion, reflecting a 3.2% increase [4]. Assets Under Management (AUM) - As of September 30, 2025, total AUM grew by 8.6% year over year to $1.77 trillion, surpassing the projection of $1.68 trillion. This growth was driven by net market appreciation and income of $89.1 billion, partially offset by net cash outflows of $7.9 billion [5]. - The company maintained a strong liquidity position, with cash and cash equivalents of $3.63 billion as of September 30, 2025, up from $2.65 billion as of December 31, 2024 [6]. Capital Distribution - T. Rowe Price distributed a total of $442 million to shareholders through common stock dividends and share repurchases in the third quarter [7]. Strategic Outlook - The company's solid AUM balance, expanding distribution reach, and efforts to diversify through acquisitions and product enhancements are expected to support top-line growth. However, concerns remain regarding elevated expenses and reliance on investment advisory fees [8].

Core Viewpoint - T. Rowe Price Group, Inc. (TROW) is expected to report a decline in earnings for Q3 2025, while revenues are projected to increase compared to the same quarter last year [1][10]. Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for TROW's third-quarter earnings is $2.49 per share, indicating a year-over-year decline of 3.1% [11]. - Revenue estimates stand at $1.86 billion, reflecting a 3.9% increase from the prior-year quarter [11]. - The company is anticipated to benefit from higher assets under management (AUM) and investment advisory fees, which are expected to lift quarterly revenues [10]. Group 2: Assets Under Management and Market Performance - TROW's preliminary AUM as of September 30, 2025, is $1.77 trillion, a 5.4% increase from June 30, 2025, driven by improved equity market performance [4]. - The Zacks Consensus Estimate for total AUM is $1.74 trillion, indicating a 3.6% sequential increase [5]. Group 3: Expenses and Financial Challenges - T. Rowe Price is likely to face increased expenses due to investments in technology and client acquisition, which may pressure profit margins [10]. - The estimate for operating expenses (GAAP basis) is pegged at $1.2 billion, indicating a 3.5% decrease on a sequential basis [8]. - Despite the rise in expenses, cost management efforts are expected to mitigate some of the financial pressures [7]. Group 4: Market Context and Competitor Performance - The S&P 500 Index rose nearly 8% during the July-September quarter, indicating strong market performance that may have positively impacted TROW's results [3]. - Competitors like Invesco and SEI Investments Co. reported strong earnings, with Invesco's adjusted earnings increasing by 38.6% and SEI's by 9.2% from the prior-year quarter, highlighting a competitive landscape [12][13].

Core Points - U.S. Global Investors, Inc. has announced a partnership with Keystone School to address global democratic backsliding [1][3] - The partnership includes a $10,000 initial donation and a commitment of $50,000 over multiple years to support Keystone's Model UN program [2][4] - The Model UN program aims to prepare students for roles in international relations and civic engagement, with over one-third of Keystone's Upper School students participating [3][4] Financial Commitment - The initial donation to Keystone School is $10,000, with a total commitment of $50,000 planned over several years [2] - The funding will enhance access to Model UN resources, including support for underrepresented students and participation in competitions [2] Educational Impact - The partnership is designed to cultivate future diplomats and policymakers, emphasizing the importance of investing in global citizenship [3] - Keystone's Model UN program has received multiple awards and has a strong track record of student participation in national conferences [3][4] Long-term Relationship - This initiative marks the beginning of a long-term relationship between U.S. Global Investors and Keystone School, focusing on preparing students for a global economy [4]

Core Insights - U.S. Global Investors, Inc. has partnered with Keystone School to address global democratic backsliding through educational initiatives [1][3] - The partnership includes a $10,000 initial donation and a commitment of $50,000 over multiple years to support the Model UN program [2][4] - The Model UN program aims to equip students with skills in international relations, trade, and conflict resolution, fostering global citizenship [3][4] Company Overview - U.S. Global Investors, Inc. is a registered investment adviser focusing on niche markets globally, with over 50 years of history [5] - The company provides investment advisory services to U.S. Global Investors Funds and U.S. Global ETFs [5] Keystone School Overview - Keystone School, founded in 1948, emphasizes academic excellence and global citizenship, with nearly 100% of graduates attending top-ranked colleges [6]

Core Insights - AllianceBernstein reported strong financial and operational results for Q3 2025, with a focus on strategic objectives and partnerships [2][3] - The firm experienced net inflows of $1.7 billion, excluding $4.0 billion outflows related to a reinsurance transaction, driven by organic growth in tax-exempt and private alternative strategies [2][3] - The adjusted net income per unit increased by 12% to $0.86, while cash distribution per unit also rose by 11.7% to $0.86 [2][26] Financial Performance - Q3 2025 net revenues reached $1.137 billion, a 4.8% increase from Q3 2024, primarily due to higher investment advisory base fees [13][14] - Operating income for Q3 2025 was $283 million, down 22% from the previous year, with an operating margin of 24.3%, a decrease of 890 basis points [17] - Adjusted operating income increased by 15% to $302 million, with an adjusted operating margin of 34.2%, up 290 basis points from the prior year [25] Assets Under Management (AUM) - Total AUM as of September 30, 2025, was $860.1 billion, up $31.0 billion or 4% from June 30, 2025, and up $54.2 billion or 7% from September 30, 2024 [6][7] - The firm’s private markets AUM approached $80 billion, with a target of $90 to $100 billion by 2027 [2][3] Net Flows and Client Segments - Total net outflows for Q3 2025 were $2.3 billion, an improvement from $6.7 billion in Q2 2025 [8] - Retail channel net outflows decreased to $1.7 billion from $4.8 billion in the previous quarter, while institutional channel outflows were $1.8 billion [10][9] - The private wealth channel saw net inflows of $1.2 billion, marking its strongest organic growth in 10 quarters [3] Market Context - Global equity and fixed income markets showed positive performance in Q3 2025, with the S&P 500 Total Return at 8.1% [4][5] - The firm’s performance reflects a broader market recovery and improved demand dynamics in retail and institutional segments [3][4]

Group 1 - The Value Lab focuses on long-only value investment ideas, targeting a portfolio yield of approximately 4% and has performed well over the last five years by engaging in international markets [1][2] - Evercore (NYSE: EVR) is an advisory firm with significant exposure to large-ticket deals and sponsors, indicating a strong position in the investment landscape [2] - The Valkyrie Trading Society consists of analysts sharing high-conviction, obscure developed market ideas that are expected to yield non-correlated and outsized returns in the current economic environment [3]

Core Insights - Three stocks with strong buy rankings and value characteristics are highlighted for investors: Weatherford International, Federated Hermes, and California Resources Weatherford International (WFRD) - The company specializes in drilling solutions, gas well unloading, restoration, and related activities [1] - It has a Zacks Rank of 1 (Strong Buy) and a 11% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - The price-to-earnings (P/E) ratio is 11.83, significantly lower than the industry average of 17.30 [2] - Weatherford possesses a Value Score of A [2] Federated Hermes (FHI) - This global asset manager provides investment advisory, administrative, and distribution services for various investment products [3] - It also holds a Zacks Rank of 1 and has seen a 2.2% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [3] - The P/E ratio stands at 11.33, compared to the industry average of 12.90 [4] - Federated Hermes has a Value Score of B [4] California Resources (CRC) - The company focuses on oil and natural gas exploration and production, primarily based in California [5] - It carries a Zacks Rank of 1 and has experienced a 5.5% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [5] - The P/E ratio is 11.41, well below the industry average of 43.10 [5] - California Resources also has a Value Score of B [5]

Group 1 - T. Rowe Price Group (NASDAQ: TROW) primarily generates revenue from investment advisory fees associated with its equity funds [1] - The company's stock has experienced a significant decline, falling over 60% [1] Group 2 - The analyst has a beneficial long position in TROW shares through various financial instruments [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2]

Company Overview - AlTi Global manages or advises on approximately $97 billion in combined assets[4] - The company boasts a client retention rate of 96% since 2021[11] - Approximately 59% of Wealth Management AUM/AUA is from the U S, while 41% is from non-U S sources[11] Financial Performance (Q2 2025) - Total revenue reached $53 million, a 7% increase compared to Q2 2024's $49 5 million[71] - Wealth Management and Capital Solutions (WM & CS) revenue was $52 million, with management fees at $49 million, up 8% and 6% year-over-year, respectively[70] - AUM/AUA increased by 35% year-over-year to $97 2 billion[71] Strategic Initiatives - AlTi Global finalized an expense optimization plan using Zero-Based-Budgeting (ZBB), expecting $20 million in annual gross savings over the next two years[70] - The company completed the acquisition of Kontora, a Hamburg-based MFO with $16 billion in AUA/AUM, on April 30, 2025[70] - Strategic investments from Allianz X and CWC provide up to $450 million to fuel AlTi's M&A pipeline and accelerate international expansion[15]