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Bridgewater Bancshares, Inc.

BWB

2025 Q2

Financial Services

3mo

Financial Performance Summary

Asset quality remained strong with no net charge-offs, nonperforming assets steady at 0.19%, and classified loans showing a modest uptick.
Bridgewater reported strong revenue and balance sheet growth trends in Q2 2025, with net interest margin expanding by 11 basis points to 2.62%.
Expenses were well controlled with a slight increase due to FDIC insurance, charitable contributions, and marketing, resulting in an adjusted efficiency ratio of 51.5%.
Fee income reached record levels excluding one-time gains, including nearly $1 million in swap fee income and over $200,000 in investment advisory fees from the First Minnetonka City Bank acquisition.
Net interest income grew by $2.2 million during the quarter, driven by loan portfolio repricing and strong loan growth at a 12.5% annualized rate.
Noninterest income increased $773,000 or 37% excluding securities gain and FHLB prepayment income.
Tangible book value per share grew nearly 11% annualized year-to-date, with $1.6 million of common stock repurchased in Q2.

Horizon Bancorp, Inc.

HBNC

2025 Q2

Financial Services

3mo

Consistent Loan Growth Driven by Existing Customer Expansion and Referral Network

Loan growth of $75.5 million (1.5% quarterly, 6.2% annualized) primarily driven by existing customer expansion and referrals.
Focus on core commercial banking relationships, with a stable pipeline and disciplined underwriting.
Commercial loans increased by $117 million (14.8% quarter-over-quarter), with a focus on C&I portfolio expansion.

Heritage Financial Corporation

HFWA

2025 Q2

Financial Services

3mo

Strategic Balance Sheet Repositioning and Securities Loss Trade

Executed a $6.9 million pretax loss on the sale of $91.6 million securities as part of a strategic balance sheet repositioning.
Reinvested $56.4 million in securities and used remaining proceeds for higher-yielding loans.
Most securities sales occurred in June, indicating a tactical move to optimize the balance sheet.

Kennedy-Wilson Holdings, Inc.

2025 Q2

Financial Services

2mo

Financial Performance Summary

Adjusted EBITDA rose significantly to $147 million from $79 million in Q2 2024.
Baseline EBITDA increased 12% year-over-year to $117 million in Q2 2025, with trailing 12-month baseline EBITDA at $425 million.
GAAP EPS for Q2 2025 was a loss of $0.05 per share, improved from a loss of $0.43 per share in Q2 2024.
Investment management fees grew 39% in Q2 to a record $36 million, with fee-bearing capital reaching $9.2 billion.
Q2 asset sales generated $55 million in gains, contributing to $275 million cash proceeds year-to-date from noncore asset sales.

Newmark Group, Inc.

NMRK

2025 Q2

Financial Services

2mo

Financial Performance Summary

Adjusted EBITDA rose 32.1% to $114 million, with an improved margin of 15%, up 139 basis points.
Adjusted EPS increased by 40.9% to $0.31 from $0.22, demonstrating strong operating leverage.
Capital Markets revenues surged 37.9%, reflecting a 135% increase in total debt volumes compared to 38% industry growth, and investment sales volumes rose 26% versus 11% industry growth.
Cash and cash equivalents ended at $195.8 million with net leverage of 1.4x; cash generated by the business was $133.9 million.
Introduced adjusted free cash flow metric showing $228 million for the 12 months ended June 2025, a 121.4% year-over-year improvement.
Leasing revenues increased 13.8%, led by double-digit growth in retail volumes and improving office activity in key gateway markets.
Management services, servicing and other revenues grew 13.6%, driven by 30% growth in Valuation and Advisory and improvements in servicing and asset management.
Newmark delivered strong revenue growth of 19.9% in Q2 2025, with total revenues reaching $759.1 million compared to $633.4 million a year earlier.
The company repurchased approximately 10.8 million shares for $125.5 million at $11.58 per share, reducing fully diluted weighted average share count by 1.2% to 252.6 million.

Invesco Ltd.

IVZ

2025 Q2

Financial Services

3mo

Financial Performance Summary

Adjusted diluted earnings per share was $0.36 for the quarter.
Adjusted operating income increased 3% year-over-year with operating margins expanding by 30 basis points to 31.2%.
Invesco ended Q2 2025 with a record $2 trillion in assets under management (AUM), up 8% from Q1 and 17% from Q2 2024.
Leverage ratios improved year-over-year, with leverage including preferred stock declining to 2.7x from 3.0x.
Net long-term asset inflows were $15.6 billion for the quarter, representing a 4.7% annualized organic growth rate.
Net revenues increased by $19 million compared to the prior year quarter, driven by higher average AUM and FX impact.
Net revenue yield was 23.2 basis points, showing signs of stabilization after prior declines.
Operating expenses were well controlled, increasing only 1% year-over-year, flat when adjusted for FX.
The firm repurchased $1 billion of preferred stock held by MassMutual, funded by bank term loans, strengthening the balance sheet.

East West Bancorp, Inc.

EWBC

2025 Q2

Financial Services

3mo

Record Quarterly Revenue and Net Interest Income

Record quarterly revenue and net interest income

Dominic Ng: I'm pleased to report strong second quarter results. We continued to grow the bank and reported record quarterly revenue and net interest income.

Fidelity National Information Services, Inc.

FIS

2025 Q2

Financial Services

2mo

Financial Performance Summary

Adjusted EBITDA grew 5%, exceeding the top end of the outlook, with margins improving 200 basis points sequentially.
Adjusted EPS was $1.36, meeting expectations despite higher depreciation and amortization expenses.
Banking EBITDA margin contracted 70 basis points due to an $8 million bad debt charge; Capital Markets margin contracted 50 basis points due to acquisition-related dilution.
Banking revenue grew 6%, above the high end of guidance, driven by commercial excellence and strong client retention.
Capital Markets revenue grew 5%, slightly below expectations due to temporary slowdown in loan syndication activity.
FIS delivered 5% revenue growth in Q2 2025, accelerating from 4% in Q1, driven primarily by momentum in the Banking segment.
Free cash flow was $292 million with a cash conversion rate of 52% in Q2, and 61% year-to-date, improving from 53% prior year.
Leverage increased modestly to 3x, or 2.9x excluding currency impacts, with a long-term target of 2.8x.
Recurring revenue represented 81% of total revenue, growing 6% overall with 7% growth in Banking recurring revenue.

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