Valued at a market cap of $39.9 billion, Prudential Financial, Inc. (PRU) is a financial services company that provides insurance, investment management, and other financial products and services. The Newark, New Jersey-based company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this financial company to report a profit of $3.35 per share, up 13.2% from $2.96 per share in the year-ago quarter. The company has surpassed Wall Street’s bottom ...

Atlanta, GA, Jan. 01, 2026 (GLOBE NEWSWIRE) -- SafeWater Investment Management, a full-service financial planning firm focused on helping affluent families grow and manage their wealth, is celebrating its two-year anniversary following two years of steady growth. The firm has expanded its client base and advisory capabilities while maintaining a disciplined, process-based approach to wealth management designed to support long-term financial outcomes. Craig Jennings and Owen Blank SafeWater Investment Mana ...

The Bank of New York Mellon Corporation (NYSE:BK) is one of the one of the stocks Jim Cramer was bullish on due to share buyback activity. Cramer said, “we think the world of” the company’s CEO, as he commented: “Fourth is a bank that I’ve come to like very much over the past couple years, and that’s BNY, the old Bank of New York Mellon. BNY shrunk its share count by 36.2% since the end of 2015, even if the stock wasn’t a real outperformer until more recently. Under CEO Robin Vince, we think the world of ...

Cambridge Trust Wealth Management, a Division of Eastern Bank, is singularly focused on outstanding client service and deep expertise in financial planning, investment management, trusts and estates, and private banking. Personalized attention to understanding client goals and a breadth of solutions combine to chart a course that builds and protects client wealth. About Eastern Bank Founded in 1818, Eastern Bank is Greater Boston's leading local bank with approximately 110 branch locations serving communiti ...

​XP Inc. (NASDAQ:XP) is one of the Undervalued Stocks with Biggest Upside Potential. On December 12, Mario Pierry from Bank of America Securities reiterated a Hold rating on XP Inc. (NASDAQ:XP) with a $22 price target. ​Pierry from Bank of America Securities noted that while the CEO Thiago Maffra has outlined key strategic priorities for 2026, the earnings for the year are only expected to grow by around 8%. Maffra noted that the company will be focusing on standardizing Independent Financial Advisors’ se ...

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Core Insights - Procyon Partners, a US-based registered investment advisory firm, has acquired OLV Investment Group to enhance its presence in the Midwest and South regions [1][2] - The acquisition adds over $500 million in assets under management (AUM), increasing Procyon's total AUM to nearly $9 billion [1][2] - The transaction includes the transition of seven financial advisers and 13 team members from OLV, raising Procyon's workforce to almost 80 employees [2] Company Strategy - The acquisition supports Procyon's strategy to expand its wealth management platform across the US [2][4] - Procyon aims to deliver comprehensive solutions through a team-based, client-first approach, as stated by CEO Phil Fiore [2][3] - The firm plans to extend its services to new regions and clients with evolving financial needs while maintaining a personal touch [3][4] Service Offerings - Procyon provides a range of services including financial planning, investment management, tax strategy, estate planning coordination, and advisory support for business owners [3][4] - For institutional clients, the firm assists with the design and management of retirement and health plans, along with participant education on financial matters [4] - The combined firm will leverage Procyon's operational resources, technology, and centralized support to deliver tailored financial advice [4] Recent Developments - Earlier in July, Procyon expanded in its home market by acquiring Wooster Corthell Wealth Management, which manages approximately $600 million in client assets [5]

Core Viewpoint - The Hartford Insurance Group, Inc. (HIG) is a well-established insurance and financial services provider with a market cap of $36.1 billion, serving both individuals and businesses across various segments [1]. Company Overview - HIG is classified as a "large-cap" stock, with offerings that include property, casualty, employee benefits coverage, investment management, and mutual fund products [2]. Stock Performance - The stock has decreased by 6.6% from its 52-week high of $138.64 and has fallen 1.7% over the past three months, underperforming the Invesco KBW Property & Casualty Insurance ETF (KBWP) [3]. - Year-to-date, HIG stock has increased by 18.3%, outperforming KBWP's 4.4% gain, and has risen 6.8% over the past 52 weeks, while KBWP has decreased by 2.9% [4]. Financial Results - In Q3 2025, HIG reported a 41% increase in profit, with net income rising to $1.07 billion ($3.77 per share) from $761 million ($2.56 per share) year-over-year. The business insurance segment showed strong underwriting results with a combined ratio of 88.8%, an improvement from 92.2% the previous year [5]. - Property and casualty written premiums grew by 7%, driven by a 9% increase in business insurance premiums to $3.57 billion, aided by a quiet catastrophe season [5]. Competitive Position - Compared to its rival, The Allstate Corporation (ALL), HIG has outperformed, as Allstate's shares have only gained 4.9% year-to-date and have seen a marginal decline over the past 52 weeks [6].

Core Insights - U.S. markets are experiencing a notable upswing, driven by expectations of further interest rate cuts by the Federal Reserve, positive global economic growth outlooks, and improving investor sentiment [1] Group 1: Investment Opportunities - Investors are advised to focus on fundamentally solid banks that offer robust dividend yields, specifically U.S. Bancorp (USB), KeyCorp (KEY), and Columbia Banking System (COLB) [2] - These banks have been identified using the Zacks Stocks Screener, with USB having a Zacks Rank 2 (Buy) and KEY and COLB both holding a Zacks Rank 3 (Hold) [3] Group 2: U.S. Bancorp (USB) - U.S. Bancorp has shown strong growth in total loans and deposits, supported by stabilizing funding costs and strategic acquisitions [7][8] - The company is focusing on artificial intelligence and digital infrastructure to enhance profitability, with a current dividend yield of 4.3% [8][10] - USB's long-term debt is $62.5 billion, with $15.4 billion in short-term borrowings and cash and due from banks totaling $66.6 billion as of September 30, 2025 [9] Group 3: KeyCorp (KEY) - KeyCorp is positioned to benefit from solid loan and deposit balances, with expectations of a 22% increase in net interest income (NII) and a 2% rise in period-end loans by 2025 [13] - The company maintains a decent liquidity position with total debt of $16.5 billion and cash and short-term investments of $15.3 billion as of September 30, 2025 [15] - KeyCorp has a dividend yield of 4.5% and has increased its dividend payout twice in the last five years [15] Group 4: Columbia Banking System (COLB) - Columbia Banking focuses on relationship banking and has expanded its footprint through strategic acquisitions, including the recent acquisition of Pacific Premier [18] - The company expects a net interest margin (NIM) of just over 3.90% in Q4 2025, with strong capital generation supporting growth [19] - COLB has a dividend yield of 5.1% and has increased its dividend payout three times in the last five years [20]

Core Viewpoint - Northern Trust Corporation is a leading global financial institution with a strong performance in asset servicing, investment management, and wealth management, managing over $1 trillion in assets and having a market capitalization of $23.21 billion [1] Financial Performance - Northern Trust reported third-quarter results that exceeded analyst expectations, with assets under management at $1.77 trillion compared to the expected $1.72 trillion [4] - The company's revenue increased by 2.9% year-over-year to $2.03 billion, surpassing the expected $2.02 billion [4] - Earnings per share (EPS) for the quarter was $2.29, up 3.2% year-over-year and higher than the expected $2.24 [4] Stock Performance - Over the past 52 weeks, Northern Trust's stock has gained 14.6%, outperforming the broader S&P 500 Index, which gained 12.3% during the same period [2][3] - The stock reached a 52-week high of $135.48 in September but has since declined by 7.9% from that level [2] Future Outlook - Analysts project EPS growth of 12.6% year-over-year for fiscal year 2025, reaching $8.67 on a diluted basis, with further growth expected to 8% annually, reaching $9.36 in fiscal 2026 [5] - The company has a strong track record of exceeding consensus estimates, having topped them in all four trailing quarters [5] Analyst Ratings - Among 17 Wall Street analysts covering Northern Trust, the consensus rating is a "Hold," with a mix of ratings including two "Strong Buy," one "Moderate Buy," ten "Holds," one "Moderate Sell," and three "Strong Sells" [6] - The ratings configuration has become more bullish over the past two months, with an increase in "Strong Buy" ratings from one to two [6]