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

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    KBW Announces Index Rebalancing for Fourth-Quarter 2020

    12/11/20 9:00:00 PM ET
    $PACW
    $PLYM
    $DOC
    $UMH
    Major Banks
    Finance
    Real Estate Investment Trusts
    Real Estate
    Get the next $PACW alert in real time by email

    NEW YORK, Dec. 11, 2020 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a full‐service, boutique investment bank and broker‐dealer that specializes in the financial services sector, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2020.

    This quarter, there are constituent changes within three of our indexes: the KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), the KBW Nasdaq Insurance Index (Index Ticker: KIX), and the KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY).

    There are also a number of changes to the two modified-dividend-yield-weighted indexes, KDX and 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 21, 2020.

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

    KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX; ETF Ticker: KBWD)  
       
    Add (14):Arbor Realty Trust, Inc. (NYSE: ABR) 
     Ares Capital Corporation (NASDAQ: ARCC) 
     Ares Commercial Real Estate Corporation (NYSE: ACRE) 
     Bain Capital Specialty Finance, Inc. (NYSE: BCSF) 
     Capstead Mortgage Corporation (NYSE: CMO) 
     Chimera Investment Corporation (NYSE: CIM) 
     Flushing Financial Corporation (NASDAQ: FFIC) 
     Franklin Resources, Inc. (NYSE: BEN) 
     Goldman Sachs BDC, Inc. (NYSE: GSBD) 
     Hercules Capital, Inc. (NYSE: HTGC) 
     Heritage Commerce Corp (NASDAQ: HTBK) 
     Northwest Bancshares, Inc. (NASDQ: NWBI) 
     Provident Financial Services, Inc. (NYSE: PFS) 
     Starwood Property Trust, Inc. (NYSE: STWD) 
       
    Delete (14): AGNC Investment Corp. (NASDAQ: AGNC) 
     Ares Management Corporation (NYSE: ARES) 
     The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) 
     BGC Partners, Inc. (NASDAQ: BGCP) 
     Dynex Capital, Inc. (NYSE: DX) 
     Hanmi Financial Corporation (NASDAQ: HAFC) 
     Invesco Ltd. (NYSE: IVZ) 
     Invesco Mortgage Capital Inc. (NYSE: IVR) 
     New Residential Investment Corp. (NYSE: NRZ) 
     Oxford Square Capital Corp. (NASDAQ: OXSQ) 
     PacWest Bancorp (NASDAQ: PACW) 
     PennantPark Investment Corporation (NASDAQ: PNNT) 
     People's United Financial, Inc. (NASDAQ: PBCT) 
     Two Harbors Investment Corp. (NYSE: TWO) 
       
       
    KBW Nasdaq Insurance Index (Index Ticker: KIX)  
       
    Add (1):Equitable Holdings, Inc. (NYSE: EQH) 
       
    Delete (1): Willis Towers Watson Public Limited Company (NASDAQ: WLTW) 
       
       
    KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX; ETF Ticker: KBWY)  
       
    Add (10):CareTrust REIT, Inc. (NASDAQ: CTRE) 
     CatchMark Timber Trust, Inc. (NYSE: CTT) 
     Essential Properties Realty Trust, Inc. (NYSE: EPRT) 
     Lexington Realty Trust (NYSE: LXP) 
     Monmouth Real Estate Investment Corporation (NYSE: MNR) 
     Physicians Realty Trust (NYSE: DOC) 
     Plymouth Industrial REIT, Inc. (NYSE: PLYM) 
     Spirit Realty Capital, Inc. (NYSE: SRC) 
     UMH Properties, Inc. (NYSE: UMH) 
     Washington Real Estate Investment Trust (NYSE: WRE) 
       
    Delete (10): Diversified Healthcare Trust (NASDAQ: DHC) 
     Lamar Advertising Company (NASDAQ: LAMR) 
     The Macerich Company (NYSE: MAC) 
     Mack-Cali Realty Corporation (NYSE: CLI) 
     New Senior Investment Group Inc. (NYSE: SNR) 
     RLJ Lodging Trust (NYSE: RLJ) 
     Service Properties Trust (NASDAQ: SVC) 
     STORE Capital Corporation (NYSE: STOR) 
     Vornado Realty Trust (NYSE: VNO) 
     Whitestone REIT (NYSE: WSR) 

    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]


    Get the next $PACW alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $PACW
    $PLYM
    $DOC
    $UMH

    CompanyDatePrice TargetRatingAnalyst
    Two Harbors Investment Corp
    $TWO
    7/3/2025Mkt Outperform → Mkt Perform
    Citizens JMP
    Franklin Resources Inc.
    $BEN
    6/27/2025$29.00Neutral → Buy
    Goldman
    Provident Financial Services Inc
    $PFS
    6/26/2025$21.00Strong Buy
    Raymond James
    Macerich Company
    $MAC
    6/10/2025$18.00Neutral → Outperform
    Mizuho
    Lamar Advertising Company
    $LAMR
    5/29/2025$135.00Neutral → Buy
    Citigroup
    Macerich Company
    $MAC
    5/23/2025$16.00Underweight → Neutral
    Piper Sandler
    PennantPark Investment Corporation
    $PNNT
    5/21/2025$5.75Neutral → Sell
    Compass Point
    Ares Management Corporation
    $ARES
    5/15/2025Outperform → Perform
    Oppenheimer
    More analyst ratings

    $PACW
    $PLYM
    $DOC
    $UMH
    Insider Trading

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

    See more
    • Chief Financial Officer Phillips Jarrod covered exercise/tax liability with 2,583 shares, decreasing direct ownership by 1% to 242,348 units (SEC Form 4)

      4 - Ares Management Corp (0001176948) (Issuer)

      7/3/25 6:19:18 PM ET
      $ARES
      Investment Managers
      Finance
    • Director Koeneman Claire A was granted 3,948 shares, increasing direct ownership by 3% to 122,329 units (SEC Form 4)

      4 - LXP Industrial Trust (0000910108) (Issuer)

      7/3/25 4:49:32 PM ET
      $LXP
      Real Estate Investment Trusts
      Real Estate
    • Director Johnson Derrick L was granted 3,948 shares, increasing direct ownership by 10% to 43,033 units (SEC Form 4)

      4 - LXP Industrial Trust (0000910108) (Issuer)

      7/3/25 4:48:54 PM ET
      $LXP
      Real Estate Investment Trusts
      Real Estate

    $PACW
    $PLYM
    $DOC
    $UMH
    Insider Purchases

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

    See more
    • Director Mcmullen William Wallace bought $4,162,264 worth of Common Units (280,400 units at $14.84) (SEC Form 4)

      4 - MACH NATURAL RESOURCES LP (0001980088) (Issuer)

      6/17/25 5:03:30 PM ET
      $MNR
      Oil & Gas Production
      Energy
    • Director Mcmullen William Wallace bought $3,426,374 worth of Common Units (245,129 units at $13.98) (SEC Form 4)

      4 - MACH NATURAL RESOURCES LP (0001980088) (Issuer)

      6/12/25 5:25:34 PM ET
      $MNR
      Oil & Gas Production
      Energy
    • Director Green William C bought $130,608 worth of shares (13,821 units at $9.45), increasing direct ownership by 8% to 192,618 units (SEC Form 4)

      4 - ARBOR REALTY TRUST INC (0001253986) (Issuer)

      6/3/25 4:16:10 PM ET
      $ABR
      Real Estate Investment Trusts
      Real Estate

    $PACW
    $PLYM
    $DOC
    $UMH
    Analyst Ratings

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

    See more
    • Two Harbors Investment downgraded by Citizens JMP

      Citizens JMP downgraded Two Harbors Investment from Mkt Outperform to Mkt Perform

      7/3/25 7:48:39 AM ET
      $TWO
      Real Estate Investment Trusts
      Real Estate
    • Franklin Resources upgraded by Goldman with a new price target

      Goldman upgraded Franklin Resources from Neutral to Buy and set a new price target of $29.00

      6/27/25 7:45:02 AM ET
      $BEN
      Investment Managers
      Finance
    • Raymond James initiated coverage on Provident Finl with a new price target

      Raymond James initiated coverage of Provident Finl with a rating of Strong Buy and set a new price target of $21.00

      6/26/25 8:11:26 AM ET
      $PFS
      Savings Institutions
      Finance

    $PACW
    $PLYM
    $DOC
    $UMH
    SEC Filings

    See more
    • PennantPark Investment Corporation filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - PENNANTPARK INVESTMENT CORP (0001383414) (Filer)

      7/3/25 4:05:35 PM ET
      $PNNT
      Finance: Consumer Services
      Finance
    • UMH Properties Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - UMH PROPERTIES, INC. (0000752642) (Filer)

      7/3/25 8:00:47 AM ET
      $UMH
      Real Estate Investment Trusts
      Real Estate
    • Arbor Realty Trust filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

      8-K - ARBOR REALTY TRUST INC (0001253986) (Filer)

      7/2/25 4:10:21 PM ET
      $ABR
      Real Estate Investment Trusts
      Real Estate

    $PACW
    $PLYM
    $DOC
    $UMH
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • PennantPark Investment Corporation Schedules Earnings Release of Third Fiscal Quarter 2025 Results

      MIAMI, July 03, 2025 (GLOBE NEWSWIRE) -- PennantPark Investment Corporation (the "Company") (NYSE:PNNT) announced that it will report results for the third fiscal quarter ended June 30, 2025 on Monday, August 11, 2025 after the close of the financial markets. The Company will also host a conference call at 12:00 p.m. (Eastern Time) on Tuesday, August 12, 2025 to discuss its financial results. All interested parties are welcome to participate. You can access the conference call by dialing toll-free (888) 394-8218 approximately 5-10 minutes prior to the call. International callers should dial (646) 828-8193. All callers should reference conference ID #3278368 or PennantPark Investment Corpo

      7/3/25 4:05:14 PM ET
      $PNNT
      Finance: Consumer Services
      Finance
    • Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management

      Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1.61 trillion at June 30, 2025, compared to $1.57 trillion at May 31, 2025. This month's AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $1 billion, inclusive of $4 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, preliminary long-term net inflows were $3 billion. For the quarter ended June 30, 2025, preliminary AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $9 billion, inclusive of $17 billion of long

      7/3/25 3:45:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources, Inc. to Announce Third Quarter Results on August 1, 2025

      On Friday, August 1, 2025 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the "Company") (NYSE:BEN) will release its third quarter operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time. In addition, Jenny Johnson, President and CEO; Matthew Nicholls, Executive Vice President, CFO and COO; and Adam Spector, Executive Vice President - Global Advisory Services and Head of Global Distribution, will lead a live teleconference at 10:00 a.m. Eastern Time to answer questions. Access to the teleconference will be available via investors.franklinresources.com or by dialing (+1) 8

      7/3/25 12:45:00 PM ET
      $BEN
      Investment Managers
      Finance

    $PACW
    $PLYM
    $DOC
    $UMH
    Leadership Updates

    Live Leadership Updates

    See more
    • Equitable Names Greg Boosin as Chief Marketing Officer

      Seasoned leader with 25 years of marketing expertise to help accelerate company's growth strategy Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company's Operating Committee. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250623067765/en/Greg Boosin, Chief Marketing Officer of Equitable "Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market

      6/24/25 9:00:00 AM ET
      $EQH
      Specialty Insurers
      Finance
    • Stifel Welcomes Olympic Gold Medal Cyclist Kristen Faulkner as Newest Brand Ambassador

      ST. LOUIS, June 20, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE:SF) announced today the signing of Olympic gold medalist Kristen Faulkner as the firm's newest brand ambassador. Faulkner made history at the 2024 Paris Olympics by winning gold in both the women's individual road race and the women's track cycling team pursuit. She brings extraordinary drive, determination, and a compelling personal story to Stifel, perfectly aligning with the firm known as a place "Where Success Meets Success." Before becoming a world-class cyclist, Faulkner began her career in venture capital, working at Bessemer Venture Partners and Threshold Ventures. Her bold leap from finance to Olympic champ

      6/20/25 2:49:53 PM ET
      $SF
      Investment Bankers/Brokers/Service
      Finance
    • HomeXpress Mortgage Corp. Announces Definitive Agreement to be Acquired by Chimera Investment Corporation

      HomeXpress Mortgage Corp. ("HomeXpress"), a leading national originator of non-QM and business-purpose residential mortgage loans, today announced that it has entered into a definitive agreement to be acquired by Chimera Investment Corporation (NYSE:CIM) ("Chimera") from certain affiliates of Seer Capital Management's credit fund business ("Seer") and certain management sellers. HomeXpress will operate as a subsidiary of Chimera under the continuing leadership of President and CEO Kyle Walker and the experienced HomeXpress management team. "We are honored to join the Chimera organization and to advance our shared commitment to delivering innovative lending solutions to borrowers," said

      6/12/25 9:02:00 AM ET
      $CIM
      Real Estate Investment Trusts
      Real Estate

    $PACW
    $PLYM
    $DOC
    $UMH
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • 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

    $PACW
    $PLYM
    $DOC
    $UMH
    Financials

    Live finance-specific insights

    See more
    • PennantPark Investment Corporation Schedules Earnings Release of Third Fiscal Quarter 2025 Results

      MIAMI, July 03, 2025 (GLOBE NEWSWIRE) -- PennantPark Investment Corporation (the "Company") (NYSE:PNNT) announced that it will report results for the third fiscal quarter ended June 30, 2025 on Monday, August 11, 2025 after the close of the financial markets. The Company will also host a conference call at 12:00 p.m. (Eastern Time) on Tuesday, August 12, 2025 to discuss its financial results. All interested parties are welcome to participate. You can access the conference call by dialing toll-free (888) 394-8218 approximately 5-10 minutes prior to the call. International callers should dial (646) 828-8193. All callers should reference conference ID #3278368 or PennantPark Investment Corpo

      7/3/25 4:05:14 PM ET
      $PNNT
      Finance: Consumer Services
      Finance
    • UMH PROPERTIES, INC. COMPLETES ACQUISITION OF TWO MARYLAND MANUFACTURED HOME COMMUNITIES

      FREEHOLD, NJ, July 02, 2025 (GLOBE NEWSWIRE) -- UMH Properties, Inc. (NYSE:UMH, TASE: UMH)) closed on the acquisition of two manufactured home communities, located in Conowingo, Maryland, for a total purchase price of $14.625 million. These communities contain 191 developed homesites, of which 79% are occupied. They are situated on approximately 82 acres. Samuel A. Landy, President and Chief Executive Officer, commented, "We are pleased to complete the acquisition of Conowingo Court and Maybelle Manor, further expanding our footprint in the Maryland market. These two communities adjoin our existing Maryland community, Cinnamon Woods, which will create efficiencies in our operation, result

      7/2/25 4:22:00 PM ET
      $UMH
      Real Estate Investment Trusts
      Real Estate
    • Dynex Capital, Inc. Schedules Second Quarter 2025 Earnings Release and Conference Call

      Dynex Capital, Inc. (NYSE:DX) announced today that it will release its financial results for the second quarter of 2025 before market open and will host a conference call and live audio webcast to discuss its financial results at 10:00 a.m. ET on Monday, July 21, 2025. Webcast Details The live audio webcast will be accessible online at www.dynexcapital.com on the Investors page. An archive of the webcast will be available on the Company website approximately two hours after the live call ends. Conference Call Details Those wishing to listen to the live conference call via telephone should dial in at least 10 minutes before the call begins at (888) 596-4144 for North America or 1 (64

      7/2/25 4:01:00 PM ET
      $DX
      Real Estate Investment Trusts
      Real Estate