- The firm’s ETF platform posted positive net flows of over $4 billion in the first half of 2025, up nearly 90% from the previous year.
- The company launched its first ETF managed by Pioneer, targeting securitized credit markets, and expanded its free cash flow ETF series.
- The firm’s focus on expanding distribution channels, including international markets and UCITS products, is a key driver of growth.
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- Added over 105,000 new deposit accounts in the past 12 months, contributing to 8% core deposit growth.
- Reduced reliance on indirect deposits from 18% to 13%.
- Achieved a 51 basis point reduction in average deposit cost in Q2 2025 compared to Q2 2024.
- Investments in talent, technology, targeted market penetration, and specialty verticals have driven commercial deposit growth at an 11% annual rate since 2017.
- AMG's second quarter of 2025 marked the strongest quarter in 12 years for organic growth, with a 15% increase in economic earnings per share.
- This growth was primarily driven by record inflows into alternative strategies, totaling over $8 billion in net client cash flows.
- The shift towards alternative assets and secular growth areas is a core part of AMG's strategic evolution, with a focus on private markets and liquid alternatives.
- Realized a $37.7 million pretax gain on private investments, including a $29.4 million gain from Voyager Technologies going public in June.
- Investment in Voyager yielded a multiple on invested capital of 5.8x and an internal rate of return of 59%.
- The private investment team has invested over $200 million across more than 50 businesses, demonstrating a successful long-term growth strategy.
- 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.
- The company attributes the increase in transaction activity to improved market confidence, tenant growth needs, and strong relationship management.
- Year-to-date, Getty Realty has closed $95.5 million of investments at an initial cash yield of 8.1%.
- The pipeline includes over $90 million of investments, with a focus on accretive spreads and diversification across sectors.
- Virtus repurchased over 175,000 shares at an average price of $171 per share in Q2, the highest in three years.
- Total buybacks in 2025 have surpassed the total for 2024, with a payout ratio exceeding 100%.
- Management emphasized a balanced approach to capital allocation, considering inorganic growth opportunities, dividends, and buybacks.
- Blackstone reported a new industry record of $1.24 trillion in assets under management (AUM) in Q3 2025, driven by a 26% growth in fee-related earnings.
- Inflows reached $54 billion in the quarter, marking the fourth consecutive quarter exceeding $50 billion and totaling $225 billion over the last 12 months.
- The firm’s fundraising success has significantly contributed to its record AUM, with assets growing organically over four decades.
- Management highlighted the importance of their brand, scale, and breadth of capabilities in maintaining growth momentum.
- The firm’s diversified platform across private equity, credit, real estate, and infrastructure is central to its sustained success.
- Leadership expressed confidence that the firm’s growth prospects are stronger than ever, supported by secular and cyclical tailwinds.
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