Dafinchi AI

Green Dot Corporation

GDOT

Financial Services

4d

Financial Performance Summary

B2B segment revenue grew nearly 40%, driven by a significant BaaS partner and growth in the BaaS portfolio.
Consumer Services segment revenue declined but active account declines moderated, with retail channel showing flat active accounts and slight increases in key metrics.
Corporate segment revenues increased due to higher interest income from balance sheet optimization and bond repositioning.
Green Dot reported a strong Q2 2025 with adjusted revenue up 24% year-over-year and adjusted EBITDA up 34%, both exceeding expectations.
Money Movement segment saw tax business outperform expectations with profits up over 10%, while money processing revenue declined modestly due to lower transaction volumes but improved revenue per transaction.
Non-GAAP EPS reached $0.40 per share, a 60% increase year-over-year.
Overall segment margins were flat year-over-year, with margin improvements in direct channel offsetting retail declines.
Rapid Employer Services revenue declined due to challenges in the staffing industry, but margin expanded by 45 basis points due to improved profitability.

Heritage Financial Corporation

HFWA

Financial Services

3w

Financial Performance Summary

Earnings per share increased 8.2% versus last quarter and 17.8% versus Q2 2024 on an adjusted basis.
Net interest income rose by $1.3 million or 2.4% from the prior quarter due to higher net interest margin and more days in Q2.
Net interest margin improved to 3.51% from 3.44% primarily due to higher loan and investment portfolio yields.
Noninterest expense decreased by $298,000 from prior quarter, mainly from lower benefit costs and payroll taxes.
Provision for credit losses was $956,000, reflecting loan growth and net charge-offs.
Regulatory capital ratios remain strong with tangible common equity ratio at 9.4%, up from 9.3%.
Repurchased 193,700 shares at $4.5 million cost during Q2, with 797,000 shares remaining under repurchase plan.
Total deposits decreased $60.9 million due to seasonal tax payment effects, but average total deposits increased $35.4 million from prior quarter.
Total loan balances increased by $10 million in Q2, with loan yields at 5.50%, up 5 basis points from Q1.

National Health Investors, Inc.

NHI

Financial Services

1w

Financial Performance Summary

Cash rents increased by $4.6 million year-over-year, driven by investment volume and lease escalators.
Interest expense remained flat year-over-year; weighted average diluted shares increased 7.5% to 46.8 million.
Liquidity stood at approximately $760 million, including cash, revolver capacity, and escrowed forward equity proceeds.
NAREIT FFO per share increased 0.8% to $1.19, and normalized FFO per share increased 3.4% to $1.22 compared to Q2 2024.
Net income per share for Q2 2025 was $0.79, down 2.5% year-over-year.
Secured debt was fully retired during the quarter, and net debt to adjusted EBITDA ratio was 3.9x, below target range.
SHOP NOI grew 29.4% year-over-year to $3.8 million, with a 32.6% increase in SHOP common shareholder FAD contribution.

COMP

Financial Services

2w

Record Quarterly Results Amidst a Downturn in Housing Market

Compass achieved its strongest quarterly results in history with 10 records, including all-time high revenue, adjusted EBITDA, net income, free cash flow, and market share.
Revenue increased by 21.1% YoY, total transactions up 20.9%, organic transactions up 6.3%, outperforming the market which declined by 0.9%.
Organic growth outpaced the market for 17 consecutive quarters, demonstrating resilience in a challenging housing environment.