Financial

Is Bank of Montreal Reshaping Its Earnings Outlook?
March 01, 2025 08:43 PM AEDT| By Team Kalkine MediaHighlights,National Bank Financial revised earnings per share estimates for the current quarter.,Several financial institutions adjusted their price expectations with mixed movements.,The bank continues to deliver a robust dividend yield with a notab...

How Are Executive Stock Transactions Impacting JPMorgan Chase & Co. (NYSE:JPM)
March 01, 2025 04:54 AM AEDT| By Team Kalkine MediaHighlights,Fortis Group Advisors LLC expanded its holdings in JPMorgan Chase & Co., increasing its stake significantly in the fourth quarter.,Executive stock transactions indicate adjustments in internal ownership, with key figures modifying their po...

How Is Cullen/Frost Bankers (NYSE:CFR) Navigating Institutional Investment Shifts?
March 01, 2025 04:38 AM AEDT| By Team Kalkine MediaHighlights,Atria Wealth Solutions Inc. reduced its stake in Cullen/Frost Bankers in the fourth quarter amid institutional investment adjustments.,Champlain Investment Partners and Montrusco Bolton Investments increased their holdings, showing continu...

How Is Invesco Value Municipal Income Trust (NYSE:IIM) Managing Institutional Growth?
March 01, 2025 04:05 AM AEDT| By Team Kalkine MediaHighlights,D.A. Davidson & CO. increased its stake in Invesco Value Municipal Income Trust during the fourth quarter.,Van ECK Associates Corp made a significant adjustment to its holdings, expanding its position.,The trust continues its dividend dist...

How Is HSBC Holdings (NYSE:HSBC) Positioned in the Financial Sector
March 01, 2025 03:58 AM AEDT| By Team Kalkine MediaHighlights,Institutional firms adjusted their holdings in HSBC Holdings during the fourth quarter.,Financial reports reflected strong earnings and stable return on equity.,HSBC announced a quarterly dividend, maintaining consistent shareholder distri...

How Are Executive Transactions Impacting JPMorgan Chase & Co. (NYSE:JPM)
March 01, 2025 03:44 AM AEDT| By Team Kalkine MediaHighlights,D.A. Davidson & CO. reduced its stake in JPMorgan Chase & Co. by 1.0% in the fourth quarter.,Several institutional investors expanded their holdings in the third quarter.,Company executives sold shares, while market assessments presented m...

How Are Financial Firms Modifying Their Positions in Investors Title Co. (NASDAQ:ITIC)
March 01, 2025 03:20 AM AEDT| By Team Kalkine MediaHighlights,Investors Title Co. opened trading above $230, with moving averages reflecting moderate market activity.,Institutional firms hold over 41% of the company’s stock, with notable adjustments recorded in recent quarters.,The company maintains...

Why Has PayPal (NASDAQ:PYPL) Seen Increased Institutional Transactions
March 01, 2025 03:20 AM AEDT| By Team Kalkine MediaHighlights,Financial firms have revised their evaluations for PayPal, adjusting price expectations across various assessments.,The company’s latest earnings report showed an increase in revenue, surpassing previous estimates.,Institutional participan...

How Is CorVel Corporation (NASDAQ:CRVL) Positioned in the Business Services Sector?
March 01, 2025 03:17 AM AEDT| By Team Kalkine MediaHighlights,CorVel Corporation’s stock has shown strong growth, with recent evaluations reflecting a positive stance.,Institutional investors have significantly increased their holdings, reinforcing confidence in the company.,The company reported soli...

How Are Institutional Adjustments Impacting Quetta Acquisition Co. (NASDAQ:QETA)?
March 01, 2025 03:02 AM AEDT| By Team Kalkine MediaHighlights,Short interest in Quetta Acquisition Co. declined by over 75% between January and February.,Institutional activity saw major stake increases by Mizuho Securities USA LLC and Berkley W R Corp.,Stock performance remained stable, maintaining...

Which Bank Excels in Financial Metrics?
February 28, 2025 05:26 PM AEDT| By Team Kalkine MediaHighlights:,Banner Corporation (NASDAQ:BANR) outperforms Peoples Bancorp of North Carolina (NASDAQ:PEBK) in revenue generation and earnings, accompanied by stronger institutional involvement.,Peoples Bancorp offers a more modest valuation framework,...

Can Superior Dividends Define Small-Cap Finance Leaders?
February 28, 2025 05:26 PM AEDT| By Team Kalkine MediaHighlights,A larger proportion of institutional holdings in Apartment Investment and Management compared to Orion Office REIT,Apartment Investment and Management provides a more robust dividend yield and a higher earnings payout ratio,Apartment Inves...

How Is WisdomTree Reshaping Bond Fund Strategies?
February 28, 2025 05:25 PM AEDT| By Team Kalkine MediaHighlights,Short interest experienced a marked decrease in February for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (NASDAQ:AGZD).,A recent dividend announcement offers an attractive income yield.,Institutional investors have restructure...

How Did SouthState Co.'s Financial Position Evolve in the Latest Quarter? (NASDAQ:SSB)
February 28, 2025 04:42 AM AEDT| By Team Kalkine MediaHighlights,CIBC Asset Management Inc. increased its stake in SouthState Co. by 5.7%.,SouthState Co. opened at $99.70 with a market cap of $7.61 billion.,Quarterly dividend yield of 2.17% announced by SouthState Co.,Institutional Investment Activity,S...

Analyzing Goosehead Insurance (NASDAQ:GSHD) Financial Ratios and Performance
February 28, 2025 04:30 AM AEDT| By Team Kalkine MediaHighlights,Bank of America adjusted its price target for Goosehead Insurance.,Institutional investors modified their holdings in recent quarters.,The company operates in personal lines insurance across the U.S.,Market Trends and Institutional Activit...

Western Alliance Bancorporation (NYSE:WAL) Growing Institutional Interest and Market Trends
February 28, 2025 04:20 AM AEDT| By Team Kalkine MediaHighlights,Allworth Financial LP increased its stake in Western Alliance Bancorporation by 115.6% during the fourth quarter.,State Street Corp and FMR LLC expanded their holdings, signaling increased institutional interest.,Western Alliance Bancorpor...

Is Provident Financial Services (NYSE:PFS) Facing Market Challenges or Growth Opportunities?
February 28, 2025 04:15 AM AEDT| By Team Kalkine MediaHighlights,D.A. Davidson & CO. decreased its holdings in Provident Financial Services by 5.3% during the fourth quarter.,The company’s latest earnings report showed an EPS of $0.37, falling below market expectations.,Provident Financial Services decl...

How Has Bank of Montreal (NYSE:BMO) Performed After Institutional Stake Adjustments
February 28, 2025 03:32 AM AEDT| By Team Kalkine MediaHighlights,Principal Securities Inc. significantly increased its position in Bank of Montreal during the fourth quarter.,Bank of Montreal reveals strong financial performance with a notable earnings beat and substantial revenue increment.,Market sent...

Institutional Moves and Market Performance of Cadence Bank (NYSE:CADE)
February 28, 2025 03:30 AM AEDT| By Team Kalkine MediaHighlights,Principal Financial Group Inc. adjusted its stake in Cadence Bank, reflecting broader institutional trends.,Market analysts provide varied ratings, contributing to Cadence's moderate buy consensus.,Cadence Bank demonstrates strong quarterl...

How Has Institutional Investment in Invesco Value Municipal Income Trust (NYSE:IIM) Changed Recently
February 28, 2025 03:29 AM AEDT| By Team Kalkine MediaHighlights,Allworth Financial LP expanded its stake in Invesco Value Municipal Income Trust by a substantial margin in the fourth quarter.,Other institutions, including Van ECK Associates Corp and Stifel Financial Corp, also strengthened their positi...