Dafinchi AI

American International Group, Inc.

AIG

Financial Services

1w

Capital Management and Shareholder Return Strategy

AIG announced a $1 billion sale of Corebridge Financial shares, reducing ownership to approximately 15%, and expects to repurchase $5-$6 billion of shares in 2025.
The company increased quarterly dividends by 12.5% to $0.45 per share, marking three consecutive years of double-digit growth.
Strong capital ratios and recent debt issuance, including $1.25 billion in May, support financial flexibility and a low debt-to-capital ratio of 17.9%.

CME

Financial Services

3w

Record-breaking Volume and International Market Growth in Q2 2025

First time in CME Group history, average daily volume exceeded 30 million contracts, reaching 30.2 million, up 16% YoY.
All-time quarterly volume records in interest rates, agricultural, commodities, and metals.
Global growth driven by all asset classes, with international volume averaging 9.2 million contracts per day, up 18% YoY, led by EMEA (15%) and APAC (30%).

Equitable Holdings, Inc.

EQH

Financial Services

1w

Financial Performance Summary

Adjusted book value per share ex AOCI and with AB ownership at market value was $40.89, up 11% year-over-year.
Adjusted non-GAAP operating EPS was $1.41, down 8% compared to the prior year, primarily due to elevated individual life mortality claims.
AllianceBernstein (AB) reported net outflows of $6.7 billion in Q2 but returned to net inflows in June; private markets AUM grew 20% year-over-year to $77 billion.
Assets under management and administration reached a record $1.1 trillion, up 5% year-to-date.
GAAP net loss was $349 million, impacted by notable items including a $74 million after-tax negative item in Protection Solutions.
Non-GAAP operating earnings were $352 million or $1.10 per share, down 23% year-over-year on a per share basis.
Wealth Management earnings increased 16% year-over-year with $2 billion of advisory net inflows and a 12% trailing 12-month organic growth rate.

Ally Financial Inc.

ALLY

Financial Services

4w

Financial Performance Summary

Adjusted non-interest expense was $1.3 billion, down 4% sequentially and 2% year over year, with controllable expenses down for the seventh consecutive quarter.
Ally Financial delivered adjusted earnings per share of $0.99 and core pre-tax income of $480 million in Q2 2025, showing double-digit year-over-year growth.
Consolidated net charge-off rate declined 40 basis points sequentially to 1.10%, with retail auto NCO rate down 37 basis points sequentially to 1.75%.
Core ROTCE was 13.6% in the quarter, or 10% excluding AOCI effects.
Corporate finance delivered a 31% ROE with core pre-tax income of $96 million and loan balances up $1.3 billion year over year.
GAAP earnings per share were $1.04 for the quarter, with adjusted EPS at $0.99.
Insurance business recorded a core pre-tax loss of $2 million due to higher losses despite premium growth.
Net interest margin excluding core OID expanded 10 basis points quarter over quarter to 3.45%, offsetting a 20 basis point drag from the credit card business sale.
Retail auto originations reached $11 billion with 3.9 million applications, the highest quarterly volume ever for the second consecutive quarter.

Annaly Capital Management, Inc.

NLY

Financial Services

3w

Impact of GSE Reform and Privatization Expectations

Management expressed optimism about GSE reform, noting that privatization efforts will preserve the implicit guarantee and aim to tighten MBS spreads.
They highlighted that GSEs still need to raise capital and that the process of privatization is not imminent, but they see potential for lower supply and improved technicals in the future.
The company is positioning to compete for non-core GSE-originated loans, which constitute roughly 20% of GSE originations, indicating strategic growth opportunities.

Janus Henderson Group plc

JHG

Financial Services

2w

Strategic Partnership with Guardian Expands Fixed Income AUM and Accelerates Innovation

Completed the Guardian partnership, managing $46.5 billion of largely investment-grade fixed income assets, exceeding the initial $45 billion target.
Guardian's commitment of up to $400 million seed capital, including $100 million for the asset-backed securities ETF (JABS), demonstrates rapid progress.
Total fixed income AUM now at $142 billion, over 30% of total AUM, with Guardian's growth indicating a strong partnership trajectory.

F&G Annuities & Life, Inc.

FG

Financial Services

1w

Financial Performance Summary

Adjusted ROA on a last 12-month basis was 92 basis points, slightly up from 91 basis points in Q2 2024.
Adjusted ROE excluding AOCI was 8.8%, up 40 basis points over Q2 2024.
F&G reported adjusted net earnings of $103 million or $0.77 per share in Q2 2025.
Investment income from alternative investments was $83 million below management's long-term expected return.
Operating expenses to AUM before flow reinsurance decreased to 56 basis points from 61 basis points in Q2 2024.
Record AUM before flow reinsurance reached $69.2 billion, a 13% increase over Q2 2024.

The Bank of N.T. Butterfield & Son Limited

NTB

Financial Services

2w

Strategic Capital Return Rebalancing with Increased Dividend and M&A Focus

The bank increased quarterly dividend to $0.50 per share, a 14% rise, reflecting strong business performance.
New share repurchase authorization of 1.5 million shares was announced, following the completion of the current program.
Management emphasized a shift towards balancing capital return strategies, prioritizing dividends over aggressive buybacks.
Discussions on potential M&A activity are ongoing, with a disciplined approach to pricing and private equity competition.
The rebalancing aims to maintain a payout ratio around 108-110%, supporting long-term shareholder value.

WisdomTree, Inc.

WT

Financial Services

2w

Financial Performance Summary

Adjusted net income for the quarter was $25.9 million or $0.18 per share, excluding $2 million of acquisition-related costs and miscellaneous items.
Assets under management (AUM) reached a record $126 billion at June 30, with U.S.-listed AUM at $85.2 billion and European AUM at $40.5 billion, both all-time highs.
Digital assets AUM more than doubled since last quarter, reaching $350 million at quarter-end and approximately $500 million currently.
WisdomTree reported revenues of $112.6 million for Q2 2025, up 4.2% sequentially and 5.2% year-over-year, driven by higher average AUM.
Year-to-date inflows totaled $6.6 billion, with broad and diverse contributions across U.S., Europe, and digital assets.
Year-to-date revenues grew 8.3%, supported by higher average AUM and increased other revenues from European listed products, partially offset by a lower average fee capture.

Regional Management Corp.

RM

Financial Services

2w

Record Quarterly Revenue and Originations Driven by Digital and Geographic Expansion

Achieved record revenue of $157 million in Q2 2025, up 10% YoY.
Total originations reached a record $510 million, driven by digital channels, auto secured loans, and new branches.
17 new branches since September 2024, with 11 in new markets (California, Arizona, Louisiana), contributing significantly to growth.
Expected to open 5-10 additional branches in the next 6 months, with positive early performance.