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Blue Owl Capital Inc.

OWL

2025 Q2

Financial Services

2mo

Record Capital Raising and Growth in Fee-Related Earnings (FRE) and Distributable Earnings (DE)

Blue Owl raised $14 billion in new capital during Q2 2025, totaling $55 billion over the last 12 months, representing 28% growth in assets under management.
FRE increased by 29%, DE by 20%, and FRE by 23% year-over-year, supported by a substantial permanent capital base.
Management emphasized the momentum driven by fundraising and deployment, with strategic initiatives contributing to growth.

Tradeweb Markets Inc.

2025 Q2

Financial Services

2mo

Tradeweb Achieves Record Revenue and Market Share Growth in 2025

Quarterly revenues surpassed $1 billion, setting a new high watermark, with over $513 million in Q2 2025, up 26.7% YoY.
First half revenue exceeded $1 billion, indicating sustained double-digit growth for the year.
International business grew 41%, driven by strategic initiatives in EM and APAC regions.
Record volumes across asset classes, with strong client engagement despite market volatility.

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.

Stifel Financial Corp.

2025 Q3

Financial Services

Record Revenue and Client Assets Achieved in Q3 2025

Stifel reported record net revenue of over $1.4 billion in Q3 2025, surpassing previous records.
Client assets reached a record high of $544 billion, driven by market appreciation and asset growth.
The firm’s third highest EPS in history was achieved at $1.95, indicating strong profitability.
Both wealth management and institutional segments contributed to the record results, with wealth representing 64% of revenue.
Management emphasized the importance of diversified business model in achieving these milestones.
The company highlighted that Q3 revenue exceeded total annual revenue of 2011, illustrating long-term growth.

Welltower Inc.

WELL

2025 Q2

Financial Services

2mo

Significant Portfolio Milestones and Industry-Leading Growth

In Q2, Welltower's in-place annualized NOI for senior housing (SHOP) assets surpassed $2 billion.
Overall company revenue reached $10 billion for the first time.
Eleventh consecutive quarter of senior housing same-store NOI growth exceeding 20%.
Organic revenue growth of 10%, driven by occupancy gains of 420 basis points, with notable 600 basis points increase in UK portfolio occupancy.

OFG Bancorp

OFG

2025 Q3

Financial Services

Financial Performance Summary

Earnings per share diluted of $1.16, up 16% year over year.
Net interest margin was 5.24%, slightly down from 5.31% last quarter.
Non-interest expenses totaled $96.5 million, up $1.7 million due to strategic investments.
Return on average assets was 1.69%, and return on tangible common equity was 16.39%.
Tangible book value per share was $28.92, with capital ratios remaining strong (CET ratio 14.13%).
Total core revenue increased 5.6% year over year to $184 million.
Total interest expense increased to $45 million, up $3 million sequentially.
Total interest income was $200 million, up $6 million sequentially.

Donnelley Financial Solutions, Inc.

DFIN

2025 Q2

Financial Services

2mo

Record Quarterly Software Solutions Net Sales and Growth in Recurring Compliance Software

Achieved record quarterly software solutions net sales, with an 8% year-over-year increase.
Recurring compliance software offerings, ActiveDisclosure and Arc Suite, grew approximately 15% in aggregate, with each posting double-digit growth for three consecutive quarters.
ActiveDisclosure growth driven by adoption of service packages and migration of traditional compliance activities to software.
Arc Suite benefited from Tailored Shareholder Reports (TSR) regulation, contributing approximately $11 million since July 2024, with normalized growth expected in Q3.

OFG Bancorp

OFG

2025 Q2

Financial Services

3mo

Strong Asset and Loan Growth with Record Levels

Assets exceeded $12 billion and loans surpassed $8 billion, both reaching record levels.
Loan origination increased by 38% from the previous quarter and 33% year-over-year, driven by all lending channels in Puerto Rico and the U.S.
The company expects full-year loan growth to be revised upward to 5-6%, from previous guidance of 3-4%.

WisdomTree, Inc.

2025 Q2

Financial Services

2mo

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.

Orrstown Financial Services, Inc.

ORRF

2025 Q2

Financial Services

3mo

Financial Performance Summary

Capital ratios increased quarter-over-quarter and the company remains well capitalized by all measures.
Cost of deposits declined by 12 basis points to 2.01%, and loan yields were impacted by lower purchase loan accretion.
Efficiency ratio improved to 58.7% in Q2 2025 from 60.5% in Q1 2025, excluding merger-related expenses.
Fee income increased by $1.3 million quarter-over-quarter, representing 21% of operating revenue, led by wealth management fees.
GAAP earnings were strong despite lingering merger-related expenses, with core earnings increasing.
Net interest margin (NIM) increased to 4.07% in Q2 2025 from 4.00% in Q1 2025, with potential for further upside.
Noninterest expense declined by approximately $600,000 in the quarter, including merger-related expenses and severance costs.
Normalized EPS reached 1.04, adjusted ROA was 1.51%, and adjusted ROE was 15.1%, placing the company near the top of its peer group.
Return on average assets was 1.51% and return on average equity was 15.12% for Q2 2025, up from 1.45% and 14.97% in Q1 2025 respectively.
Total loans grew to $3.93 billion with commercial loans growing 2% annualized; deposits declined by $117 million.

Earnings Feed

Record Capital Raising and Growth in Fee-Related Earnings (FRE) and Distributable Earnings (DE)

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