• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    KBW Announces Index Rebalancing for Fourth-Quarter 2021

    12/10/21 8:30:00 PM ET
    $ABR
    $ACC
    $ACRE
    $ADS
    Real Estate Investment Trusts
    Real Estate
    Real Estate Investment Trusts
    Real Estate
    Get the next $ABR alert in real time by email

    NEW YORK, Dec. 10, 2021 (GLOBE NEWSWIRE) --  Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the fourth quarter of 2021.

    This quarter, there are constituent changes within five of our indexes: the KBW Nasdaq Capital Markets Index (Index Ticker: KSX), the KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), the KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), the KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY) and the KBW Nasdaq Regional Banking Index (Index Ticker: KRX, ETF Ticker: KBWR).

    There are a number of changes to the two modified-dividend-yield-weighted indexes – KDX and the KYX – to adjust annually for relevant dividend yields and ensure the integrity of these indexes. Both KDX and KYX are specifically constructed to include those eligible companies with competitive dividend yields.

    These changes will be effective prior to the opening of business on Monday, December 20, 2021.

    As part of this rebalancing, below are the component level changes across impacted indices:  

    KBW Nasdaq Capital Markets Index (Index Ticker: KSX)

    Add (1):        Houlihan Lokey, Inc. (NYSE:HLI)

    Delete (1):         Greenhill & Co., Inc. (NYSE:GHL)

    GHL failed to meet the minimum trading liquidity required for continued index inclusion.

    KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX; ETF Ticker: KBWD)

    Add (18):        

    AGNC Investment Corp. (NASDAQ:AGNC)

    B. Riley Financial, Inc. (NASDAQ:RILY)

    The Bank of N.T. Butterfield & Son Limited (NYSE:NTB)

    Broadmark Realty Capital Inc. (NYSE:BRMK)

    Dynex Capital, Inc. (NYSE:DX)

    Ellington Financial Inc. (NYSE:EFC)

    James River Group Holdings, Ltd. (NASDAQ:JRVR)

    New Residential Investment Corp. (NYSE:NRZ)

    Oaktree Specialty Lending Corporation (NASDAQ:OCSL)

    OneMain Holdings, Inc. (NYSE:OMF)

    Owl Rock Capital Corporation (NYSE:ORCC)

    Patria Investments Limited (NASDAQ:PAX)

    Pennymac Mortgage Investment Trust (NYSE:PMT)

    Ready Capital Corporation (NYSE:RC)

    Sculptor Capital Management, Inc. (NYSE:SCU)

    Two Harbors Investment Corp. (NYSE:TWO)

    Universal Insurance Holdings, Inc. (NYSE:UVE)

    Whitehorse Finance, Inc. (NASDAQ:WHF)

    Delete (16):         

    Apollo Global Management, Inc. (NYSE:APO)

    Arbor Realty Trust, Inc. (NYSE:ABR)

    Ares Capital Corporation (NASDAQ:ARCC)

    Ares Commercial Real Estate Corporation (NYSE:ACRE)

    Chimera Investment Corporation (NYSE:CIM)

    Flushing Financial Corporation (NASDAQ:FFIC)

    Franklin Resources, Inc. (NYSE:BEN)

    Hercules Capital, Inc. (NYSE:HTGC)

    Janus Henderson Group Plc (NYSE:JHG)

    Navient Corporation (NASDAQ:NAVI)

    Orchid Island Capital, Inc. (NYSE:ORC)

    Principal Financial Group, Inc. (NASDAQ:PFG)

    Prospect Capital Corporation (NASDAQ:PSEC)

    Starwood Property Trust, Inc. (NYSE:STWD)

    Umpqua Holdings Corporation (NASDAQ:UMPQ)

    Virtu Financial, Inc. (NASDAQ:VIRT)

    KBW Nasdaq Financial Technology Index (Index Ticker: KFTX; ETF Ticker: FTEK.LN)

    Add (4):        

    Affirm Holdings, Inc. (NASDAQ:AFRM)

    Bill.com Holdings, Inc. (NYSE:BILL)

    Coinbase Global, Inc. (NASDAQ:COIN)

    SoFi Technologies, Inc. (NASDAQ:SOFI)

    Delete (2):         

    Alliance Data Systems Corporation (NYSE:ADS)

    Loyalty Ventures Inc. (NASDAQ:LYLT)

    ADS and LYLT are discretionary removals.

    KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX; ETF Ticker: KBWY)

    Add (12):        

    American Campus Communities, Inc. (NYSE:ACC)

    Armada Hoffler Properties, Inc. (NYSE:AHH)

    Easterly Government Properties, Inc. (NYSE:DEA)

    EPR Properties (NYSE:EPR)

    Four Corners Property Trust, Inc. (NYSE:FCPT)

    Gaming and Leisure Properties, Inc. (NASDAQ:GLPI)

    Getty Realty Corp. (NYSE:GTY)

    Medical Properties Trust, Inc. (NYSE:MPW)

    National Retail Properties, Inc. (NYSE:NNN)

    Omega Healthcare Investors, Inc. (NYSE:OHI)

    Store Capital Corporation (NYSE:STOR)

    Urstadt Biddle Properties Inc. (NYSE:UBA)

    Delete (8):         

    Catchmark Timber Trust, Inc. (NYSE:CTT)

    City Office REIT, Inc. (NYSE:CIO)

    Essential Properties Realty Trust, Inc. (NYSE: EPRT

    Global Medical REIT Inc. (NYSE: GMRE)

    Independence Realty Trust, Inc. (NYSE:IRT)

    Physicians Realty Trust (NYSE:DOC)

    Uniti Group Inc. (NASDAQ:UNIT)

    Washington Real Estate Investment Trust (NYSE:WRE)

    KBW Nasdaq Regional Banking Index (Index Ticker: KRX; ETF Ticker: KBWR)

    Add (2):        

    Atlantic Union Bankshares Corporation (NASDAQ:AUB)


    First Interstate Bancsystem, Inc. (NASDAQ:FIBK)

    Delete (2):         

    Investors Bancorp, Inc. (NASDAQ:ISBC)


    Umpqua Holdings Corporation (NASDAQ:UMPQ)        

    ISBC and UMPQ's removals are due to their involvement as targets in pending acquisitions.

    Several of the KBW Nasdaq indices have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).

    Not all of the listed securities may be suitable for retail investors; in addition, not all of the listed securities may be available to U.S. investors. European investors interested in FTEK LN can contact Invesco at https://etf.invesco.com/gb/private/en/product/invesco-kbw-nasdaq-fintech-ucits-etf-acc/trading-information. U.S. investors cannot buy or hold FTEK LN. An investor cannot invest directly in an index.

    About KBW

    KBW (Keefe, Bruyette & Woods, Inc., operating in the U.S., and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel company. Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking and specialty finance sectors. Founded in 1962, the firm maintains industry‐leading positions in the areas of research, corporate finance, mergers and acquisitions as well as sales and trading in equities securities of financial services companies.

    Media Contact

    Neil Shapiro, (212) 271-3447

    [email protected]



    Primary Logo

    Get the next $ABR alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $ABR
    $ACC
    $ACRE
    $ADS

    CompanyDatePrice TargetRatingAnalyst
    Bank of N.T. Butterfield & Son Limited Voting
    $NTB
    9/29/2025$50.00Overweight → Equal Weight
    Wells Fargo
    Atlantic Union Bankshares Corporation
    $AUB
    9/25/2025$46.00Buy
    TD Cowen
    BILL Holdings Inc.
    $BILL
    9/19/2025$63.00Hold → Buy
    Truist
    Healthpeak Properties Inc.
    $DOC
    9/15/2025$20.00Mkt Perform → Outperform
    Raymond James
    Four Corners Property Trust Inc.
    $FCPT
    9/11/2025$27.00Overweight → Equal Weight
    Wells Fargo
    EPR Properties
    $EPR
    9/11/2025$56.00Underweight → Equal Weight
    Wells Fargo
    BILL Holdings Inc.
    $BILL
    9/11/2025$70.00Peer Perform → Outperform
    Wolfe Research
    SoFi Technologies Inc.
    $SOFI
    9/10/2025$25.00 → $29.00Buy
    Needham
    More analyst ratings

    $ABR
    $ACC
    $ACRE
    $ADS
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Bank of N.T. Butterfield & Son downgraded by Wells Fargo with a new price target

    Wells Fargo downgraded Bank of N.T. Butterfield & Son from Overweight to Equal Weight and set a new price target of $50.00

    9/29/25 9:51:47 AM ET
    $NTB
    Commercial Banks
    Finance

    TD Cowen initiated coverage on Atlantic Union Bankshares with a new price target

    TD Cowen initiated coverage of Atlantic Union Bankshares with a rating of Buy and set a new price target of $46.00

    9/25/25 8:27:30 AM ET
    $AUB
    Major Banks
    Finance

    Bill.com upgraded by Truist with a new price target

    Truist upgraded Bill.com from Hold to Buy and set a new price target of $63.00

    9/19/25 8:19:18 AM ET
    $BILL
    EDP Services
    Technology

    $ABR
    $ACC
    $ACRE
    $ADS
    SEC Filings

    View All

    Ellington Financial Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

    8-K - Ellington Financial Inc. (0001411342) (Filer)

    9/29/25 9:02:13 AM ET
    $EFC
    Real Estate
    Finance

    STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

    8-K - STARWOOD PROPERTY TRUST, INC. (0001465128) (Filer)

    9/29/25 7:53:11 AM ET
    $STWD
    Real Estate Investment Trusts
    Real Estate

    SEC Form 6-K filed by Patria Investments Limited

    6-K - Patria Investments Ltd (0001825570) (Filer)

    9/26/25 4:54:58 PM ET
    $PAX
    Investment Managers
    Finance

    $ABR
    $ACC
    $ACRE
    $ADS
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-CEO and President Popenoe Smriti Laxman bought $51,784 worth of shares (4,260 units at $12.16), increasing direct ownership by 1% to 407,338 units (SEC Form 4)

    4 - DYNEX CAPITAL INC (0000826675) (Issuer)

    9/29/25 4:05:25 PM ET
    $DX
    Real Estate Investment Trusts
    Real Estate

    CFO and COO Colligan Robert S bought $50,904 worth of shares (4,200 units at $12.12), increasing direct ownership by 4% to 120,857 units (SEC Form 4)

    4 - DYNEX CAPITAL INC (0000826675) (Issuer)

    9/29/25 4:05:19 PM ET
    $DX
    Real Estate Investment Trusts
    Real Estate

    Chief Operating Officer Eliasek M Grier bought $1,002,700 worth of shares (370,000 units at $2.71), increasing direct ownership by 17% to 2,501,130 units (SEC Form 4)

    4 - PROSPECT CAPITAL CORP (0001287032) (Issuer)

    9/29/25 4:01:10 PM ET
    $PSEC
    Finance: Consumer Services
    Finance

    $ABR
    $ACC
    $ACRE
    $ADS
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-CEO and President Popenoe Smriti Laxman bought $51,784 worth of shares (4,260 units at $12.16), increasing direct ownership by 1% to 407,338 units (SEC Form 4)

    4 - DYNEX CAPITAL INC (0000826675) (Issuer)

    9/29/25 4:05:25 PM ET
    $DX
    Real Estate Investment Trusts
    Real Estate

    CFO and COO Colligan Robert S bought $50,904 worth of shares (4,200 units at $12.12), increasing direct ownership by 4% to 120,857 units (SEC Form 4)

    4 - DYNEX CAPITAL INC (0000826675) (Issuer)

    9/29/25 4:05:19 PM ET
    $DX
    Real Estate Investment Trusts
    Real Estate

    Chief Operating Officer Eliasek M Grier bought $1,002,700 worth of shares (370,000 units at $2.71), increasing direct ownership by 17% to 2,501,130 units (SEC Form 4)

    4 - PROSPECT CAPITAL CORP (0001287032) (Issuer)

    9/29/25 4:01:10 PM ET
    $PSEC
    Finance: Consumer Services
    Finance

    $ABR
    $ACC
    $ACRE
    $ADS
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Starwood Property Trust Announces Upsizing and Pricing of Private Offering of Sustainability Bonds

    MIAMI BEACH, Fla., Sept. 29, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that it has priced its private offering of $550 million aggregate principal amount of its 5.750% unsecured senior notes due 2031 (the "Notes"), which was upsized from the previously announced $500 million aggregate principal amount. The Notes priced at 100.0% of the principal amount and the settlement of the offering is expected to occur on October 14, 2025, subject to customary closing conditions. The Company intends to allocate an amount equal to the net proceeds from the offering to finance or refinance, in whole or in part, recently completed or future eligible gr

    9/29/25 9:07:00 PM ET
    $STWD
    Real Estate Investment Trusts
    Real Estate

    FCPT Announces Acquisition of a VCA Animal Hospital Property for $3.4 Million

    Four Corners Property Trust (NYSE: FCPT), a real estate investment trust primarily engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties ("FCPT" or the "Company"), is pleased to announce the acquisition of a VCA Animal Hospital property for $3.4 million. The property is located in a highly trafficked corridor in New Jersey and is corporate-operated under a net lease with approximately eight years of term remaining. The transaction was priced at a 7.1% cap rate on rent as of the closing date and exclusive of transaction costs. About FCPT FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the owner

    9/29/25 5:45:00 PM ET
    $FCPT
    Real Estate Investment Trusts
    Real Estate

    FCPT Announces Acquisition of a VCA Animal Hospital Property for $6.1 Million

    Four Corners Property Trust (NYSE: FCPT), a real estate investment trust primarily engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties ("FCPT" or the "Company"), is pleased to announce the acquisition of VCA Animal Hospital property for $6.1 million. The property is located in a highly trafficked corridor in Illinois and is corporate-operated under a long-term net lease. The transaction was priced at a cap rate in range with previous FCPT transactions. About FCPT FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the ownership, acquisition and leasing of restaurant and retail properties. The Co

    9/29/25 5:37:00 PM ET
    $FCPT
    Real Estate Investment Trusts
    Real Estate

    $ABR
    $ACC
    $ACRE
    $ADS
    Leadership Updates

    Live Leadership Updates

    View All

    CleanSpark Expands Capital Strategy with Additional $100M Bitcoin-Backed Credit Capacity from Coinbase Prime

    Proceeds to support strategic energy and compute growth Non-dilutive capital will be deployed into accretive assets across CleanSpark's portfolio  LAS VEGAS, Sept. 22, 2025 /PRNewswire/ -- CleanSpark, Inc. (NASDAQ:CLSK), America's Bitcoin Miner® (the "Company"), today announced that it has expanded its capital strategy by increasing its Bitcoin-backed credit facility with Coinbase Prime (NASDAQ:COIN) by $100 million. The $100 million in financing will be deployed into strategic capital expenditures, including expanding CleanSpark's energy portfolio, scaling its Bitcoin mining

    9/22/25 4:30:00 PM ET
    $CLSK
    $COIN
    Finance: Consumer Services
    Finance

    Franklin Templeton Forms Strategic Partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to Expand Infrastructure Solutions for Private Wealth

    Franklin Templeton, a global investment leader with more than $1.6 trillion in assets under management, together with three leading institutional infrastructure investment firms: Actis, the Sustainable Infrastructure business of General Atlantic; Copenhagen Infrastructure Partners ("CIP"); and DigitalBridge, today announced a strategic partnership to deliver private infrastructure solutions to individual investors. This partnership seeks to provide private wealth clients with differentiated access to high-growth infrastructure opportunities, thematically focused on energy security, electrification, and digitalization, as well as sectors including data centers and hyperscaler development,

    9/16/25 8:00:00 AM ET
    $BEN
    $DBRG
    Investment Managers
    Finance
    Real Estate Investment Trusts
    Real Estate

    Franklin Templeton Names Daniel Gamba Chief Commercial Officer

    Appoints Daniel Gamba, Terrence Murphy and Matthew Nicholls as Co-Presidents Franklin Resources, Inc. ((Franklin Templeton, NYSE:BEN) today announced the appointment of Daniel Gamba as Chief Commercial Officer, overseeing global sales, marketing and product strategy, effective October 15, 2025. Gamba will report to Jenny Johnson, Chief Executive Officer of Franklin Templeton, and join the company's Executive Committee. He will be based in New York City. In addition, the company announced that Gamba, Terrence Murphy, Head of Public Market Investments, and Matthew Nicholls, Chief Financial and Operating Officer, will become Co-Presidents, effective October 15. Together, the Co-Presidents wi

    9/8/25 8:00:00 AM ET
    $BEN
    Investment Managers
    Finance

    $ABR
    $ACC
    $ACRE
    $ADS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

    SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

    12/12/24 1:55:24 PM ET
    $BEN
    Investment Managers
    Finance

    Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

    SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

    12/6/24 6:28:52 PM ET
    $BEN
    Investment Managers
    Finance

    Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

    SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

    12/2/24 4:32:37 PM ET
    $BEN
    Investment Managers
    Finance

    $ABR
    $ACC
    $ACRE
    $ADS
    Financials

    Live finance-specific insights

    View All

    Starwood Property Trust Announces Upsizing and Pricing of Private Offering of Sustainability Bonds

    MIAMI BEACH, Fla., Sept. 29, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that it has priced its private offering of $550 million aggregate principal amount of its 5.750% unsecured senior notes due 2031 (the "Notes"), which was upsized from the previously announced $500 million aggregate principal amount. The Notes priced at 100.0% of the principal amount and the settlement of the offering is expected to occur on October 14, 2025, subject to customary closing conditions. The Company intends to allocate an amount equal to the net proceeds from the offering to finance or refinance, in whole or in part, recently completed or future eligible gr

    9/29/25 9:07:00 PM ET
    $STWD
    Real Estate Investment Trusts
    Real Estate

    FCPT Announces Acquisition of a VCA Animal Hospital Property for $3.4 Million

    Four Corners Property Trust (NYSE: FCPT), a real estate investment trust primarily engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties ("FCPT" or the "Company"), is pleased to announce the acquisition of a VCA Animal Hospital property for $3.4 million. The property is located in a highly trafficked corridor in New Jersey and is corporate-operated under a net lease with approximately eight years of term remaining. The transaction was priced at a 7.1% cap rate on rent as of the closing date and exclusive of transaction costs. About FCPT FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the owner

    9/29/25 5:45:00 PM ET
    $FCPT
    Real Estate Investment Trusts
    Real Estate

    FCPT Announces Acquisition of a VCA Animal Hospital Property for $6.1 Million

    Four Corners Property Trust (NYSE: FCPT), a real estate investment trust primarily engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties ("FCPT" or the "Company"), is pleased to announce the acquisition of VCA Animal Hospital property for $6.1 million. The property is located in a highly trafficked corridor in Illinois and is corporate-operated under a long-term net lease. The transaction was priced at a cap rate in range with previous FCPT transactions. About FCPT FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the ownership, acquisition and leasing of restaurant and retail properties. The Co

    9/29/25 5:37:00 PM ET
    $FCPT
    Real Estate Investment Trusts
    Real Estate