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Challenger H1 Earnings Call Highlights
Challenger (ASX:CGF) reported first-half FY2026 results showing earnings growth, returns above target, and record annuity sales, while outlining strategic initiatives tied to an expected shift in Australia’s capital regime for annuity... More of this article »
Blackstone Sees Strong Fundamentals, Flags Active 2026 for Deployment, Fundraising and Fees at BofA Conf.
Blackstone (NYSE:BX) Vice Chair and Chief Financial Officer Michael Chae told attendees at Bank of America’s 34th Annual Financial Services Conference that the firm is seeing “quite strong” fundamentals across its portfolio... More of this article »
NEOS Investment Management LLC Acquires 92,863 Shares of Cognizant Technology Solutions Corporation $CTSH
NEOS Investment Management LLC increased its stake in Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 67.6% during the third quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Cisco Systems, Inc. $CSCO Shares Bought by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 73.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Bread Financial CFO: “Resilient” Middle America, Improving Credit, Loan Growth Ahead as Partners Scale
Bread Financial (NYSE:BFH) CFO Perry Beberman said the company is seeing a “resilient” middle-America consumer, continued gradual improvement in credit trends, and an inflection toward loan growth as new partner programs scale.... More of this article »
Advisors Capital Management LLC Purchases 53,080 Shares of Cisco Systems, Inc. $CSCO
Advisors Capital Management LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Syon Capital LLC Boosts Holdings in Cisco Systems, Inc. $CSCO
Syon Capital LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 31.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bank of New York Mellon Conference: Crypto Leaders See Stablecoins, Tokenized ETFs as Next Wave
Executives from WisdomTree, Galaxy Digital and Helix outlined how they see crypto markets and the tokenization of real-world assets evolving during a panel at Bank of America’s 34th Annual U.S. Financial Services Conference. The... More of this article »
Teacher Retirement System of Texas Cuts Stake in Microsoft Corporation $MSFT
Teacher Retirement System of Texas decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Readystate Asset Management LP Sells 77,633 Shares of Smithfield Foods, Inc. $SFD
Readystate Asset Management LP lessened its holdings in shares of Smithfield Foods, Inc. (NASDAQ:SFD – Free Report) by 37.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 132,300 shares... More of this article »
Eversource Energy (NYSE:ES) Upgraded to “Overweight” at Wells Fargo & Company
Wells Fargo & Company upgraded shares of Eversource Energy (NYSE:ES – Free Report) from an equal weight rating to an overweight rating in a research report released on Tuesday morning, MarketBeat reports. The brokerage currently... More of this article »
Cognizant Technology Solutions Corporation $CTSH Shares Bought by Skandinaviska Enskilda Banken AB publ
Skandinaviska Enskilda Banken AB publ grew its position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 104.1% during the third quarter, according to its most recent disclosure with the... More of this article »
BlackRock Touts 6%–7% Fee Growth, Tokenized iShares and Digital Wallet Push at BofA Conference
BlackRock (NYSE:BLK) Chief Financial Officer and Global Head of Corporate Strategy Martin Small outlined the firm’s growth priorities, integration plans for recent acquisitions, and views on emerging distribution channels such as... More of this article »
Kinatico H1 Earnings Call Highlights
Kinatico (ASX:KYP) used its half-year results webinar to outline what management described as a step-change in the company’s addressable market, driven by the launch of its new Kinatico Compliance platform (KC) and an “AI-first”... More of this article »
Barton Gold Unveils Path to Production at RIU: Central Gawler DFS, 60,000m Drill Blitz, 2027 Target
Barton Gold (ASX:BGD) CEO Alexander Scanlon outlined the company’s strategy to move from exploration into production, describing a three-stage plan to “build a platform, commercialize it, and grow it” across a consolidated gold... More of this article »
Judo Capital H1 Earnings Call Highlights
Judo Capital (ASX:JDO) outlined a step-up in profitability and return metrics in its first-half FY2026 results webcast, pointing to operating leverage from scale, stable margins, and continued above-system lending growth. Management... More of this article »
Smart Parking H1 Earnings Call Highlights
Smart Parking (ASX:SPZ) reported record first-half FY2026 results, pointing to strong contributions from its February 2025 acquisition of U.S.-based Peak Parking and continued organic expansion across its existing markets. Managing... More of this article »
Blackstone Secured Lending Fund Sees Deal “Escape Velocity,” Stays Disciplined on Leverage and AI Risk
Jonathan Bock, co-CEO of Blackstone Secured Lending Fund (NYSE:BXSL) and co-CEO of the non-traded BDC Blackstone Private Credit Fund (BCRED), said he is seeing an improving deal backdrop alongside what he characterized as a “fairly... More of this article »
Reliance Worldwide H1 Earnings Call Highlights
Reliance Worldwide (ASX:RWC) reported a challenging first half of fiscal 2026, with management attributing weaker earnings primarily to U.S. tariffs and soft end-market demand in the U.S. and U.K., while highlighting strong cash generation... More of this article »
First National Bank of Omaha Purchases Shares of 86,623 Cisco Systems, Inc. $CSCO
First National Bank of Omaha acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 86,623 shares of... More of this article »
BHP Group H1 Earnings Call Highlights
BHP Group (NYSE:BHP) reported what management described as “another good half” in its December 2025 half-year results, pointing to strong operational delivery, cost control and a favorable commodity price environment that supported... More of this article »
Citigroup Touts Tech, AI Push in Services as Business Posts Record Q4 at Citi Conference
Citigroup (NYSE:C) Head of Services Shahmir Khaliq told conference attendees that the bank’s Services business has focused on investing in technology, talent, and client engagement to deepen wallet share and drive profitability,... More of this article »
Macmahon H1 Earnings Call Highlights
Macmahon (ASX:MAH) reported a “strong first half” of FY2026, driven by revenue growth across its mining and civil infrastructure operations, improved cash generation, and continued progress on its diversification strategy, executives... More of this article »
Cantillon Capital Management LLC Has $648.75 Million Stock Position in Microsoft Corporation $MSFT
Cantillon Capital Management LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
eBay Inc. $EBAY Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. lessened its stake in eBay Inc. (NASDAQ:EBAY – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 57,144,499 shares... More of this article »
Microsoft Corporation $MSFT Stake Increased by Delta Financial Advisors LLC
Delta Financial Advisors LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 15.9% in the third quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Waycross Partners LLC Buys 2,717 Shares of Analog Devices, Inc. $ADI
Waycross Partners LLC increased its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 2.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 128,381... More of this article »
Sims H1 Earnings Call Highlights
Sims (ASX:SGM) executives used the company’s FY2026 half-year earnings call to highlight a stronger contribution from non-ferrous metals and a sharp upswing in its Sims Lifecycle Services (SLS) business, while acknowledging that... More of this article »
Myriad Asset Management US LP Invests $7.45 Million in Microsoft Corporation $MSFT
Myriad Asset Management US LP acquired a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Envestnet Portfolio Solutions Inc. Lowers Stock Holdings in Microsoft Corporation $MSFT
Envestnet Portfolio Solutions Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 466,147 shares... More of this article »
Servcorp H1 Earnings Call Highlights
Servcorp (ASX:SRV) used its earnings call to outline a major product launch and reiterate its strategy of differentiating its serviced office and coworking offering through technology, infrastructure investment, and staffing levels.... More of this article »
Qualitas H1 Earnings Call Highlights
Qualitas (ASX:QAL) management told investors its first-half FY2026 performance reflected “another strong half,” highlighted by record deployment, higher fee-earning funds under management (FUM), and expanding margins driven increasingly... More of this article »
Shell Asset Management Co. Sells 2,692 Shares of Ulta Beauty Inc. $ULTA
Shell Asset Management Co. trimmed its holdings in Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 75.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Hodges Capital Management Inc. Cuts Stock Holdings in Texas Capital Bancshares, Inc. $TCBI
Hodges Capital Management Inc. lowered its position in shares of Texas Capital Bancshares, Inc. (NASDAQ:TCBI – Free Report) by 8.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Aberdeen Group plc Has $26.92 Million Position in Tractor Supply Company $TSCO
Aberdeen Group plc raised its stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 3.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
First National Bank of Omaha Makes New Investment in Tractor Supply Company $TSCO
First National Bank of Omaha purchased a new stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) in the third quarter, according to its most recent filing with the SEC. The fund purchased 89,131 shares of the specialty... More of this article »
Atria Investments Inc Buys New Shares in Innovator Defined Wealth Shield ETF $BALT
Atria Investments Inc bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Atria Investments Inc Purchases New Shares in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly $EALT
Atria Investments Inc bought a new position in shares of Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (BATS:EALT – Free Report) in the third quarter, according to the company in its most recent 13F filing with... More of this article »
AM Investment Strategies LLC Has $74.34 Million Stake in Apple Inc. $AAPL
AM Investment Strategies LLC reduced its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
JPMorgan Chase & Co. Sells 625,165 Shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF $JEMA
JPMorgan Chase & Co. lowered its holdings in shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF (BATS:JEMA – Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities... More of this article »
Axxcess Wealth Management LLC Reduces Stock Position in Innovator Laddered Allocation Buffer ETF $BUFB
Axxcess Wealth Management LLC lessened its position in Innovator Laddered Allocation Buffer ETF (BATS:BUFB – Free Report) by 5.6% during the third quarter, according to the company in its most recent filing with the Securities... More of this article »
Avidian Wealth Enterprises LLC Purchases 9,536 Shares of Apple Inc. $AAPL
Avidian Wealth Enterprises LLC increased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Envestnet Asset Management Inc. Increases Stock Position in SEI Enhanced U.S. Large Cap Momentum Factor ETF $SEIM
Envestnet Asset Management Inc. boosted its position in shares of SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM – Free Report) by 15.5% in the third quarter, according to the company in its most recent 13F filing... More of this article »
Broadcom Inc. $AVGO Shares Sold by Denali Advisors LLC
Denali Advisors LLC trimmed its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 35.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Broadcom Inc. $AVGO Shares Bought by Atticus Wealth Management LLC
Atticus Wealth Management LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 38.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Atria Investments Inc Makes New Investment in Innovator Growth Accelerated ETF – Quarterly $XDQQ
Atria Investments Inc acquired a new position in Innovator Growth Accelerated ETF – Quarterly (BATS:XDQQ – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Avanda Investment Management Pte. Ltd. Takes $957,000 Position in Broadcom Inc. $AVGO
Avanda Investment Management Pte. Ltd. purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 2,900 shares... More of this article »
Bailard Inc. Reduces Position in Apple Inc. $AAPL
Bailard Inc. decreased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »