Sharemaestro Newsreel

Model Portfolios Have Become a Big Business. How Vanguard Plans to Win Marketshare.

The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic. Continue Reading

Chicago Atlantic Real Estate Finance, Inc. Q2 2026 Earnings Call Summary

Chicago Atlantic Real Estate Finance, Inc. Q2 2026 Earnings Call Summary - Moby Strategic Performance and Market Positioning Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our …

T. Rowe Price Reports $8.2B in Net Outflows for July

T. Rowe Price Group (NASDAQ: TROW) announced its July 2026 assets under management (AUM) reached $1.87 trillion, despite experiencing net outflows of $8.2 billion for the month. While total AUM declined from June 2026, it increased significantly from December 2025, driven by growth in …

Wells Fargo & Company Has Lowered Expectations for Bain Capital Specialty Finance (NYSE:BCSF) Stock Price

Wells Fargo & Company has reduced its price target for Bain Capital Specialty Finance (NYSE:BCSF) from $13 to $12, while maintaining an "equal weight" rating, suggesting a potential 6.8% downside. This adjustment follows BCSF's mixed quarterly results, where adjusted EPS of $0.44 surpassed estimates …

Binah Capital CEO and CFO to Present Online Aug. 20

Binah Capital Group (NASDAQ: BCG; BCGWW) announced its participation in the Sidoti Micro-Cap Virtual Conference on August 19-20, 2026. CEO Craig Gould and CFO David Shane will present on August 20, 2026, at 2:30 PM ET, with a live webcast available and archived for …

Sound Point Meridian Capital, Inc. (SPMC) Lags Q1 Earnings and Revenue Estimates

Asking the Right Questions - Raymond James - Commentaries

This article from Raymond James questions the common investor focus on perfectly timing interest rate peaks. It argues that due to the unpredictable nature of interest rate movements, a more practical approach is to leverage current attractive yields from high-quality bonds to secure long-term …

Bitwise Cuts 14% of Staff as Crypto Slump Reaches ETF Issuers

Bitwise Asset Management has cut roughly 14% of its staff, taking the San Francisco firm to about 155 people from around 180, it confirmed to Bloomberg. Chief executive Hunter Horsley framed the reduction against a longer arc, telling the outlet that even after the …

Wedge Capital Management L L P NC Has $37.41 Million Stock Position in Principal Financial Group, Inc. $PFG

Wedge Capital Management L L P NC reduced its stake in Principal Financial Group (NASDAQ:PFG) by 11.1% in the second quarter, now holding 347,146 shares valued at $37.4 million. Despite beating EPS estimates, Principal Financial Group's revenue fell short of forecasts at $3.99 billion. …

Virtus Investment Partners Reports $150.6B in July Client Assets

Capital Southwest: Collect The 10%+ Yield, But Don't Chase Shares Here (NASDAQ:CSWC)

B. Riley Adjusts Crescent Capital BDC Price Target to $12.50 From $13.50, Maintains Neutral Rating

B. Riley has adjusted its price target for Crescent Capital BDC (CCAP) to $12.50 from the previous $13.50, while simultaneously maintaining a "Neutral" rating on the stock. This update comes as part of ongoing analyst recommendations for the company. Crescent Capital BDC focuses on …

Vinci Compass Investments Q2 2026 Earnings Call Transcript

Vinci Compass Investments reported strong Q2 2026 results, with fee-related earnings rising 36% year-over-year to BRL 88.7 million, driven by acquisitions and organic growth, and an FRE margin expansion to 32.5%. The company announced the acquisition of Navi Real Estate funds, adding BRL 800 …

CYPHERPUNK TECHNOLOGIES INC. 2026: Revenue $39.39M, EPS $0.18— 10-Q Summary

CYPHERPUNK TECHNOLOGIES INC. reported a strong financial quarter for 2026, achieving $39.39M in revenue and net income, resulting in a diluted EPS of $0.18, a significant improvement from a loss in the prior year. The company's strategic moves include increasing its Zcash treasury and …

Cypherpunk Technologies (CYPH) swings to $39.4M profit on volatile Zcash gains

Cypherpunk Technologies Inc. (CYPH) reported a significant swing to a $39.4 million net income for Q2 2026, compared to a $16.6 million loss in the prior year, primarily due to a $46.0 million unrealized gain from its Zcash-linked embedded derivative. The company has shifted …

Cypherpunk Technologies (CYPH) swings to Q2 profit on $46M Zcash gain and biotech progress

Cypherpunk Technologies (CYPH) reported a significant swing to profit in Q2 2026, with a net income of $39.4 million, primarily due to a $46.0 million unrealized gain on its Zcash (ZEC) digital asset treasury. The company also highlighted progress with its biotechnology subsidiary, Leap …

Wedge Capital Management L L P NC Sells 42,410 Shares of State Street Corporation $STT

Wedge Capital Management L L P NC reduced its stake in State Street Corporation (NYSE:STT) by 16.9% in the second quarter, selling 42,410 shares and retaining 208,736 shares valued at $35.4 million. Despite this sale, State Street has a "Moderate Buy" consensus rating from …

Main Street Capital to sell up to 20M shares (MAIN:NYSE)

Wedge Capital Management L L P NC Purchases 9,307 Shares of Ameriprise Financial, Inc. $AMP

Wedge Capital Management L L P NC increased its stake in Ameriprise Financial, Inc. by 14.4% in the second quarter, acquiring 9,307 additional shares, bringing its total holding to 73,833 shares valued at $33.9 million. Institutional investors now own 83.95% of Ameriprise Financial's outstanding …

Capital Southwest Director Christine Battist Receives Stock Award Under Restricted Plan

Capital Southwest Director Christine Battist received 1,989 common shares on August 10, 2026, under the company's restricted stock award program. This transaction, reported via a Form 4 to the SEC, increased her direct ownership to 16,064 shares, with an additional 7,281 shares held indirectly …

Wedge Capital Management L L P NC Sells 198,739 Shares of Franklin Resources, Inc. $BEN

Wedge Capital Management L L P NC reduced its stake in Franklin Resources (NYSE:BEN) by 15.9% in the second quarter, selling 198,739 shares but still retaining over 1 million shares valued at $34.9 million. Despite this, other institutional investors increased their holdings, with institutional …

World-Beating Rand Carry Lures Traders to South African Bonds

(Bloomberg) -- This month's most lucrative emerging-market carry trade is attracting foreign investors to South African rand bonds at the fastest pace since January. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From …

Blue Owl Capital (OWL) Prices $750 Million Notes, Is The Stock Fully Priced?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Blue Owl Capital (OWL) recently priced a $750 million offering of 6.750% senior notes due 2036 through its subsidiary Blue Owl Finance LLC. The company plans to …

BlackRock lowers Bitcoin ETF IBIT swap minimum to $1M

BlackRock has significantly lowered the minimum for in-kind Bitcoin-to-IBIT ETF swaps from $25 million to $1 million, making it easier for large Bitcoin holders to transfer their BTC directly into the ETF. This change provides a direct route into BlackRock's spot Bitcoin ETF without …

Is T. Rowe Price New Horizons (PRNHX) a Strong Mutual Fund Pick Right Now?

If you have been looking for Small Cap Growth fund category, a potential starting could be T. Rowe Price New Horizons (PRNHX). PRNHX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting factors like size, cost, and past …

Sound Point Meridian Capital, Inc. Announces Third Fiscal Quarter 2027 Common and Preferred Distributions and Results for the First Fiscal Quarter Ended June 30, 2026

UK’s Halewood sells Crabbie’s to local group Brookfield Drinks

Halewood Artisanal Spirits has sold the Crabbie's alcoholic ginger beer brand to local drinks business Brookfield Drinks. Financial terms of the deal were not disclosed. In a statement, Brookfield said Crabbie's acquisition marks a "significant addition" to its portfolio, which includes the Rubis fruit …

Palmer Square Capital BDC (NYSE:PSBD) Rating Increased to Hold at Zacks Research

Avoiding Lag: Real-Time Signals in (PFLT) Movement

This article analyzes Pennantpark Floating Rate Capital Ltd. (NASDAQ: PFLT), highlighting strong near and mid-term sentiment but a weak long-term outlook. It identifies a potential exceptional short setup with a 33.0:1 risk-reward ratio and provides specific entry, target, and stop-loss levels for long, breakout, …

RBC Adjusts Price Target on FS KKR Capital to $13 From $11, Maintains Sector Perform Rating

RBC has increased its price target for FS KKR Capital (FSK) from $11 to $13, while maintaining a "Sector Perform" rating on the stock. This adjustment comes after FS KKR Capital reported its second-quarter earnings, which included a rise in adjusted net investment income …

Tema ETFs LLC Has $86.74 Million Stake in Viasat Inc. $VSAT

Tema ETFs LLC significantly increased its stake in Viasat Inc. (VSAT) by purchasing an additional 965,400 shares, bringing its total holding to 965,820 shares valued at $86.74 million. Other major institutional investors like T. Rowe Price and Goldman Sachs also increased their positions, reflecting …

Burford Capital Limited (NYSE:BUR) Given Consensus Rating of "Hold" by Brokerages

Burford Capital Limited (NYSE:BUR) has received a consensus "Hold" rating from six research firms, with an average 12-month price target of $9.33. The stock's current price is $4.33, and analyst sentiment is mixed, including downgrades from Deutsche Bank and Zacks Research, alongside a maintained …

Zacks Research Downgrades Burford Capital (NYSE:BUR) to Strong Sell

Invesco QQQ $QQQ Holdings Cut by Magnolia Capital Management Ltd.

Magnolia Capital Management Ltd. significantly reduced its holdings in Invesco QQQ (NASDAQ:QQQ) by 12.9% in the second quarter, selling 5,218 shares but still retaining 35,345 shares valued at $26.0 million, making QQQ its largest holding. Despite this reduction, institutional ownership of QQQ remains strong …

Cohen & Steers Inc $CNS Stake Reduced by Wasatch Advisors LP

Brookfield Asset Management (TSX:BAM) Joins $500 Billion AI Infrastructure Consortium