Dafinchi AI

Agree Realty Corporation

ADC

2025 Q3

Financial Services

Financial Performance Summary

AFFO per share for Q3 increased 7.2% year-over-year to $1.11, beating consensus by $0.02.
Core FFO per share for Q3 2025 was $1.09, an 8.4% increase year-over-year.
Declared monthly cash dividends of $0.256 per share for Q3, a 2.4% year-over-year increase.
Dispositions totaled approximately $15 million in Q3, including At Home and Advance Auto Parts assets.
Liquidity stood at $1.9 billion at quarter-end, with no material debt maturities until 2028.
Portfolio occupancy remained strong at 99.7% with investment-grade exposure at 67%.
Raised full-year 2025 AFFO per share guidance to $4.31-$4.33, implying 4.4% growth at midpoint.

Comerica Incorporated

CMA

2025 Q2

Financial Services

3mo

Financial Performance Summary

Average deposits declined just over 1%, with non-interest bearing deposits stable at 38%.
Average loans grew almost 1% for the quarter and period-end loans increased approximately 3%.
Capitalization remained strong with an estimated CET1 ratio of 11.94%, well above the 10% strategic target.
Net charge-offs were 22 basis points, at the low end of the normal range and flat quarter-over-quarter.
Net interest income remained stable at $575 million for the third consecutive quarter.
Non-interest expenses decreased $23 million due to lower litigation expenses and salaries, with some offsetting increases in advertising and outside processing.
Non-interest income increased $20 million driven by higher loan volumes, capital markets income, and seasonal benefits.
Reported earnings per share of $1.42, a nearly 14% increase over the prior quarter.
Returned $193 million to shareholders through dividends and share repurchases, including $100 million in share repurchases in Q2.

Essential Properties Realty Trust, Inc.

EPRT

2025 Q2

Financial Services

3mo

AFFO per share Increase

+7%

$0.46

Our AFFO per share totaled $0.46, which represents an increase of 7% versus Q2 2024.

Moelis & Company

2025 Q2

Financial Services

3mo

Financial Performance Summary

First-half revenues reached $672 million, up 39% from the prior year period, driven primarily by growth in M&A and capital markets.
Moelis & Company reported $365 million in revenues for Q2 2025, a 38% increase year-over-year and the highest second quarter revenues on record.
Non-compensation expense ratio for Q2 was 14.4%, with an expected full-year growth of approximately 15% compared to the prior year.
The Board declared a regular quarterly dividend of $0.65 per share, unchanged from the prior period.
The corporate tax rate was accrued at 29.5%, consistent with Q1's underlying tax rate prior to a discrete tax benefit.
The firm maintains a strong balance sheet with $475 million in cash and liquid investments and no debt.
The second-quarter compensation expense ratio was accrued at 69%, consistent with the previous quarter.

Four Corners Property Trust, Inc.

FCPT

2025 Q2

Financial Services

2mo

AFFO per share Beat

+2.8%

$0.44

We reported AFFO per share of $0.44, which is up 2.8% from Q2 last year.

Enterprise Financial Services Corp

EFSC

2025 Q2

Financial Services

2mo

Financial Performance Summary

Adjusted return on assets was 1.31% and pre-provision ROAA was 1.72%.
Deposits grew by $73 million net of broker deposits, with core deposits up nearly $800 million year-over-year.
Loan growth was 4% annualized or $110 million, with contributions from nearly all business areas and geographic markets.
Net interest income increased by $5.2 million quarter-over-quarter, with net interest margin expanding 6 basis points to 4.21%.
Noninterest expense increased by $5.9 million due to merit increases, deposit costs, acquisition costs, and loan workout expenses.
Noninterest income increased by $2.1 million from the prior quarter, driven by bank-owned life insurance and community development income.
Nonperforming assets decreased slightly; net charge-offs were negligible aided by a $3 million recovery on a previously charged-off loan.
Tangible book value per common share increased to $40.02, an annualized quarterly increase of 15%.
Tangible common equity to tangible assets ratio was 9.42%, with a return on tangible common equity of 13.96%.
The company earned $1.36 per diluted share in Q2 2025, up from $1.31 in the prior quarter and $1.19 year-over-year.

American Tower Corporation

AMT

2025 Q2

Financial Services

2mo

Consolidated Property Revenue Growth

1.2%

Consolidated property revenue grew 1.2% year-over-year in more than 3% when excluding noncash straight line revenue despite absorbing more than 70 basis points of FX headwinds.

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