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10 Most Profitable Stocks of the Last 5 Years
Insider Monkey· 2025-10-09 18:28
On Wednesday, October 8, the S&P 500 and the Nasdaq composite reached new all-time closing highs. The S&P 500 gained 0.58%. This performance was supported by gains in the information technology, utilities, and industrials sectors. The tech-heavy Nasdaq increased by 1.12%. However, the Dow Jones Industrial Average fell slightly as it declined 1.20 points.The stocks did not show a lot of reaction to the release of the Fed’s September meeting minutes. In the meeting, the Federal Reserve cut interest rates for ...
What Makes Evercore (EVR) a Good Investment?
Yahoo Finance· 2025-09-30 13:44
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 13.13% (gross) and 12.91% (net), compared to the Russell Midcap® Growth Index’s 18.20% return. Equities recorded double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best pi ...
Texas Capital Gains Nearly 16% in 6 Months: Is It Worth Betting On?
ZACKS· 2025-09-29 15:16
Key Takeaways TCBI shares gained 15.8% in six months, outpacing the industry's growth.Loan and deposit growth, rising NII, and strategic expansion drive TCBI momentum.Strong liquidity, capital ratios and a $200M buyback plan bolster shareholder value. Over the past six months, shares of Texas Capital Bancshares, Inc. (TCBI) have appreciated 15.8% compared with the industry’s growth of 9%. The stock also outperformed its peers, BOK Financial Corporation (BOKF) and Cullen/Frost Bankers, Inc. (CFR) , which ral ...
Bahnsen: Government shutdowns are not a market factor at all
Youtube· 2025-09-29 12:04
All right. Uh, with a lot of concerns about a possible government shutdown, are you surprised at all to see futures moving higher. Not even a little bit.I've been through this with government shutdown talks so many times I've lost count. It is not a market factor at all, and it hasn't been the last dozen times it's happened. All right, that's a pretty definitive answer right there.So, David, your word of the day today is dividend. Are you saying that investors should focus more on dividend paying stocks. Ye ...
Fed Pivot to Support Investment Banking Industry: 3 Stocks to Buy
ZACKS· 2025-09-23 14:01
The Zacks Investment Bank industry is set to benefit from the shift toward easier monetary policy. The pivot in the Federal Reserve’s stance is likely to support client activity and deal flow. Additionally, investments in artificial intelligence (AI) and technology are expected to boost long-term efficiency despite short-term cost pressures. Hence, given the changing, favorable operating backdrop, investment banks are expected to record solid top-line growth over time. So, industry players like Morgan Stanl ...
Is Goldman Sachs (GS) a Reliable Pick Among the Best Performing in 2025 Dividend Stocks?
Yahoo Finance· 2025-09-18 20:06
Group 1 - The Goldman Sachs Group, Inc. (NYSE:GS) is recognized as one of the 15 best performing dividend stocks in 2025 [1] - Goldman Sachs is a multinational financial institution providing investment banking, securities, and investment management services to a diverse clientele including institutions, corporations, governments, and high-net-worth individuals [2] - The company is focusing on expanding its Global Banking & Markets division, increasing recurring fee income in Asset & Wealth Management, and controlling expenses in a competitive environment [3] Group 2 - Goldman Sachs has a strong history of dividend payments, having paid regular dividends since 1999, with a current quarterly dividend of $4.00 per share and a dividend yield of 2.04% as of September 15 [4]
IPO & M&A Market Rebound: What it Means for Goldman's IB Business
ZACKS· 2025-08-19 17:36
Core Insights - Goldman Sachs is benefiting from the rebound in global deal-making activities, with its Global Banking & Markets division being the primary growth driver, accounting for 69.4% of total net revenues as of June 30, 2025 [1] Investment Banking Performance - In the first half of 2025, Goldman Sachs' investment banking fees increased by 8% year over year, with advisory revenues rising by 16%, debt underwriting revenues up by 2%, and equity underwriting revenues growing nearly 1% [2][11] - The firm maintains a leading position in announced and completed mergers and acquisitions (M&As), reinforcing its strength in the Global Banking & Markets sector [3] M&A and IPO Outlook - M&A activities are expected to remain strong in the second half of 2025, driven by higher stock valuations, pent-up demand, and corporate strategies for greater scale and competitiveness, supported by regulatory changes under the Trump administration [4] - The IPO market is also showing signs of vitality, particularly in technology and crypto-related offerings, with a solid IPO pipeline anticipated through the end of 2025 [5][6] Competitive Landscape - Morgan Stanley's investment banking business has seen a modest increase of 1% year over year, while JPMorgan's total investment banking fees grew by 9% in the first half of 2025, indicating a competitive environment [7][8] Stock Performance and Valuation - Goldman Sachs shares have increased by 27.7% year to date, outperforming the industry growth of 23.2% [9] - The Zacks Consensus Estimate for Goldman Sachs' earnings implies year-over-year increases of 12.6% and 14.9% for 2025 and 2026, respectively, with upward revisions in estimates over the past 30 days [14] - Goldman Sachs currently trades at a forward price-to-earnings (P/E) ratio of 14.64X, slightly above the industry average of 14.47X [17]
中金公司股价上涨1.34% 上半年净利润预增55%至78%
Jin Rong Jie· 2025-08-05 10:39
Group 1 - The latest stock price of the company is 36.40 yuan, an increase of 1.34% from the previous trading day, with a trading volume of 857 million yuan [1] - The company is the first Sino-foreign joint investment bank in China, providing comprehensive financial services including investment banking, equity business, fixed income, and wealth management [1] - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 3.453 billion yuan and 3.966 billion yuan, representing a year-on-year growth of 55% to 78% [1] Group 2 - In the Hong Kong stock market, the company sponsored 16 IPOs from January to July 2025, with an underwriting scale of 3.5 billion USD, ranking among the top in the industry [1] - On August 5, the net inflow of main funds was 32.92 million yuan, but over the past five days, there was an overall net outflow of 171 million yuan [1]
Compared to Estimates, Evercore (EVR) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-07-30 14:36
Core Insights - Evercore reported a revenue of $838.86 million for the quarter ended June 2025, reflecting a year-over-year increase of 20.7% and a surprise of +17.65% over the Zacks Consensus Estimate of $713.03 million [1] - The earnings per share (EPS) for the quarter was $2.42, compared to $1.81 in the same quarter last year, resulting in an EPS surprise of +35.96% against the consensus estimate of $1.78 [1] Financial Performance Metrics - Adjusted Net Revenues from Investment Banking & Equities totaled $788.23 million, exceeding the average estimate of $682.78 million by two analysts, representing a year-over-year increase of +16.9% [4] - Adjusted Net Revenues from Other Revenue, net, were reported at $29.13 million, significantly higher than the average estimate of $17.11 million, marking a year-over-year change of +65.6% [4] - Adjusted Net Revenues from Investment Management, specifically Asset Management and Administration Fees, amounted to $21.49 million, slightly below the average estimate of $22.25 million, with a year-over-year change of +2.8% [4] Stock Performance - Over the past month, Evercore's shares have returned +9.4%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]
Stifel(SF) - 2025 Q2 - Earnings Call Presentation
2025-07-30 13:30
Financial Performance - The company's net revenues for the second quarter of 2025 were $1,284 million[4], a 6% increase year-over-year[6] - Net income available to common shareholders was $186 million[6], a 5% increase year-over-year[6] - Diluted EPS was $1.71[6], a 7% increase year-over-year[6] Wealth Management - Global Wealth Management net revenue reached $846 million in the second quarter of 2025[33], up 6% year-over-year[33] - Total client assets in Global Wealth Management were $516,532 million[35], a 9% increase year-over-year[35] - Fee-based client assets in Global Wealth Management were $206,319 million[35], a 15% increase year-over-year[35] Institutional Business - Total Institutional Group Revenue was $420 million[17], a 7% increase year-over-year[17] - Transactional revenue within the Institutional Group was $191 million[17], a 19% increase year-over-year[17] - Fixed Income revenue within the Institutional Group was $129 million[17], a 21% increase year-over-year[17] Capital and Expenses - The compensation ratio was 58%[6], consistent with the second quarter of 2024[6] - Pre-tax income was $261 million[49], a 4% increase year-over-year[49] - The company repurchased 970,000 shares in the second quarter of 2025[59]