Recent Earnings

Earnings Feed Latest Earnings Earnings Chat Search Companies

Earnings Feed

M&T Bank Corporation

MTB

Financial Services

1w

M&T Bank's Leadership in Sustainable Lending and Community Impact

M&T Bank highlighted its $5 billion in sustainable lending and investments during Q3 2025, emphasizing its commitment to ESG goals.
The bank contributed over $58 million to nonprofits through its charitable foundation, showcasing its community engagement.
Leadership emphasized that sustainability and community impact are core to its strategic priorities, aligning financial success with social responsibility.
The release of the 2024 sustainability report underscores the bank's transparency and progress in meeting its environmental and social targets.

M&T Bank Corporation

MTB

Financial Services

3mo

Diluted GAAP EPS Beat

$4.24

Diluted GAAP earnings per share were $4.24, up from $3.32 in the prior quarter.

MSCI

Financial Services

3mo

Financial Performance Summary

Analytics recurring sales hit a Q2 record, driven mainly by equity risk models.
Equity index ETF AUM linked to MSCI indices surpassed $2 trillion, with total index ETF and non-ETF AUM at $6 trillion.
Fixed income index ETF AUM linked to MSCI indices reached $84 billion, contributing to the highest quarterly ABF revenue ever.
MSCI Inc. delivered strong Q2 2025 financial results with revenue growth over 9%, adjusted EBITDA growth over 10%, adjusted EPS growth nearly 15%, and free cash flow exceeding $300 million.
Private capital solutions run rate grew nearly 13%, with new product launches and strong client interest.
Retention rates remained stable overall but showed softness in analytics, sustainability, and hedge funds segments.
Subscription run rate growth was double-digit across banks, broker-dealers, wealth managers, hedge funds, and asset owners, with active asset managers holding steady at 6%.
Sustainability and climate subscription run rate grew 11%, with climate solutions growing nearly 20%.
Total run rate growth was 11%, driven by record ETF AUM linked to MSCI indices, with asset-based fee (ABF) run rate growth of 17%.
Year-to-date, MSCI repurchased $286 million of shares at an average price of $557, reflecting confidence in the franchise.

USB

Financial Services

1w

Impact Finance Growth and Tax Benefits Post-Union Bank Acquisition

Impact Finance, bolstered by the Union Bank acquisition, grew at a 17% CAGR from 2021 to 2024 and is a core part of fee income.
The business has expanded its tax credit syndication capabilities, providing a net tax benefit that supports EPS growth.
Management anticipates additional growth from recent executive orders, especially in environmental, affordable housing, and community finance solutions.
Impact Finance's growth is driven by legislative support, market share gains, and strategic focus on renewable energy and low-income housing.
The segment's revenue and strategic importance have increased significantly, making it a key driver of the company's fee income and tax strategy.

Federal Realty Investment Trust

FRT

Financial Services

2mo

ESG and Innovative Sustainability Initiatives

Federal Realty announced a Mercedes-Benz EV charging deal, emphasizing a structural, economically beneficial approach to sustainability initiatives.
The company is leveraging its brand and assets to create ESG-focused programs that generate revenue, rather than just green branding efforts.
Management expressed pride in their ESG initiatives, viewing them as both environmentally responsible and financially advantageous, with plans to expand such programs.

MS

Financial Services

1w

Morgan Stanley's Record Quarterly Performance and Capital Strength

Morgan Stanley reported record revenues of $18.2 billion and EPS of $2.80 for Q3 2025, highlighting exceptional financial performance.
The firm demonstrated a robust return on tangible equity of 23.5%, reflecting strong operating leverage across its business segments.
Total client assets increased by $1.3 trillion over the past year to reach $8.9 trillion, underscoring the firm's scale and client engagement.
The firm maintains excess CET1 capital over 300 basis points, indicating significant capital strength and buffer.
Management emphasized the importance of earnings durability and capital resilience amid geopolitical and economic uncertainties.
The firm’s strategic focus remains on delivering consistent earnings and capital growth, with ongoing investments in technology and client services.

MS

Financial Services

1w

Financial Performance Summary

Bank lending balances rose sequentially to $174 billion, supporting net interest income growth to $2 billion.
Institutional Securities revenues were $8.5 billion, driven by strong investment banking and equities performance.
Investment Management reached a record $1.8 trillion in assets under management (AUM) with $1.7 billion in revenues.
Morgan Stanley reported record revenues of $18.2 billion and EPS of $2.80 for Q3 2025.
Net new assets totaled $81 billion, with fee-based flows exceeding $40 billion for the second consecutive quarter.
Return on tangible common equity (ROTCE) was strong at 23.5%, reflecting operating leverage.
Total client assets increased by $1.3 trillion year-over-year to $8.9 trillion.
Wealth Management achieved record revenues over $8 billion with a 30.3% margin.

Cathay General Bancorp

CATY

Financial Services

3mo

Significant Loan Growth and Revised 2025 Guidance

Q2 2025 loan growth was strong, increasing by $432 million (8.9% annualized), driven by commercial, real estate, and residential loans.
Management revised the 2025 loan growth guidance upward to 3-4%, from the previous 1-4%, due to the strong Q2 performance.

Metropolitan Bank Holding Corp.

MCB

Financial Services

3mo

Financial Performance Summary

Earnings per share (EPS) for the quarter was $1.76, a 21% increase from the prior quarter.
Net interest income increased by $6.7 million or about 10% quarter over quarter, driven by loan growth and lower funding costs.
Net interest margin (NIM) expanded by 15 basis points to 3.83%, marking the seventh consecutive quarter of margin expansion.
Non-interest expenses were flat at $43.1 million with some offsetting movements in payroll taxes, professional fees, IT project costs, licensing, and other expenses.
Non-interest expense was flat at $43.1 million, with some offsetting movements in compensation, professional fees, IT project costs, licensing, and other expenses.
Non-interest income declined by $1 million primarily due to a one-time income recognition in the prior quarter.
Provision expense increased to $6.4 million due to loan growth, macroeconomic factors, and a $2.4 million reserve for a single non-performing loan.
Second quarter loans increased by $271 million or 4.3%, and core deposits rose by $342 million or 5.3%.
Tangible book value per share increased by more than 4% to $68.44, the tenth consecutive quarter of book value accretion.
Total revenue grew 8% quarter over quarter to $76.2 million, and net income rose more than 15% to $18.8 million.
Total revenue grew 8% quarter over quarter to $76.2 million, with net income rising over 15% to $18.8 million.

Metropolitan Bank Holding Corp.

MCB

Financial Services

3mo

Strategic Share Repurchase Programs and Capital Management

Metropolitan Bank announced a second $50 million share repurchase program, following a previous $50 million buyback at a discount to book value.
The company also declared its first dividend as a publicly traded entity, emphasizing a focus on long-term shareholder value.
Management indicated that they do not plan to raise additional capital in the near term, but remain open to reevaluating opportunities.