Company | Date | Price Target | Rating | Analyst |
---|---|---|---|---|
9/18/2024 | $148.00 | Buy | HSBC Securities | |
9/12/2024 | $60.00 | Overweight | Wells Fargo | |
9/12/2024 | $70.00 | Equal Weight | Wells Fargo | |
9/12/2024 | $235.00 | Equal Weight | Wells Fargo | |
9/12/2024 | $130.00 | Equal Weight | Wells Fargo | |
9/12/2024 | $156.00 | Equal Weight | Wells Fargo | |
9/12/2024 | $156.00 | Equal Weight | Wells Fargo | |
9/12/2024 | $132.00 | Overweight | Wells Fargo |
SC 13D/A - Hamilton Lane INC (0001433642) (Subject)
SC 13G/A - XP Inc. (0001787425) (Subject)
SC 13G - Futu Holdings Ltd (0001754581) (Subject)
HSBC Securities initiated coverage of KKR with a rating of Buy and set a new price target of $148.00
Wells Fargo initiated coverage of TPG Inc. with a rating of Overweight and set a new price target of $60.00
Wells Fargo initiated coverage of Charles Schwab with a rating of Equal Weight and set a new price target of $70.00
8-K - Upstart Holdings, Inc. (0001647639) (Filer)
144 - Coinbase Global, Inc. (0001679788) (Subject)
144 - SPROTT INC. (0001512920) (Subject)
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
4 - SCHWAB CHARLES CORP (0000316709) (Issuer)
4 - SoFi Technologies, Inc. (0001818874) (Issuer)
BOSTON, Sept. 18, 2024 /PRNewswire/ -- Schottenstein affiliates Second Avenue Capital Partners (SACP) and SB360 Capital Partners (SB360), providers of customized solutions for the retail and consumer product sectors, along with Ares Commercial Finance (Ares), are pleased to announce the closing of a $112,000,000 Senior Secured Revolving Credit Facility and Term Loan for Backcountry, the leading, premium specialty retailer of outdoor gear and apparel. The new financing package refinanced a previous facility and supported the company's acquisition by venture-backed firm CSC Generation Enterprise (CSC). Backcountry was founded in 1996 by Jim Holland and John Bresee in Park City, Utah. Holland
Value Line, Inc. 551 Fifth Avenue New York, NY 10176 New York, Sept. 13, 2024 (GLOBE NEWSWIRE) -- Value Line, Inc., (NASDAQ: VALU) reported financial results for the first fiscal quarter ended July 31, 2024. During the three months ended July 31, 2024, the Company's net income of $5,887,000, or $0.62 per share, was 21.2% above net income of $4,859,000, or $0.52 per share, for the three months ended July 31, 2023. The Company's revenues of $4,241,000 from its non-voting revenues interest in EAM and non-voting profits interest in EAM increased $1,384,000 or 48.4% above the prior fiscal year. During the three months ended July 31, 2024, the Company's total investment gains of $1,70
TPG RE Finance Trust, Inc. (NYSE:TRTX) ("TRTX" or the "Company") today announced that the Company's Board of Directors has declared a cash dividend of $0.24 per share of common stock for the third quarter of 2024. The dividend will be payable on October 25, 2024 to common stockholders of record as of September 27, 2024. ABOUT TRTX TRTX is a commercial real estate finance company that originates, acquires, and manages primarily first mortgage loans secured by institutional properties located in primary and select secondary markets in the United States. The Company is externally managed by TPG RE Finance Trust Management, L.P., a part of TPG Real Estate, which is the real estate investment
SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial"), a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), today released its monthly activity report for August 2024. Total advisory and brokerage assets at the end of August were $1.56 trillion, an increase of $30.8 billion, or 2.0%, compared to the end of July 2024. Total net new assets for August were $6.8 billion, which included $0.3 billion of acquired net new assets resulting from Liquidity & Succession activity. Total organic net new assets for August were $6.6 billion, translating to a 5.2% annualized growth rate. This included $3.8 billion of assets that
Amended two-stage scheme provides minority shareholders with more options and clarity Two major shareholders (totaling 32.68%) have tendered and will not withdraw their tenders Removal of minimum number of shares to be purchased enables completion of pending tender offer KKR, a leading global investment firm, today announced that in connection with the tender offer (the "Tender Offer") for the common shares and share options of FUJI SOFT INCORPORATED (TSE stock code 9749; "FUJI SOFT") through FK Co., Ltd. (the "Offeror"), the Offeror, an entity owned by investment funds managed by KKR, submitted an amendment statement (the "Amendment Statement") to the Tender Offer Registration State
Jon Beatty, Head of Advisor Services, will share Schwab's RIA industry outlook from the event mainstage IMPACT® 2024 | November 19-21, 2024 | @Schwab4RIAs #SchwabIMPACT Schwab Advisor Services™ will host its annual flagship event, IMPACT®, in San Francisco this Fall. In its 34th year, the event features keynote presentations, education sessions, and headline speakers. Attendees will include thousands of independent advisors who come together to learn, build and strengthen relationships, and discover the latest in advisor technology and solutions at the largest and longest-running assembly of registered investment advisors (RIAs) in the nation. "Every year we have the chance to see the po
4 - Ares Management Corp (0001176948) (Issuer)
4 - SoFi Technologies, Inc. (0001818874) (Issuer)
4 - SoFi Technologies, Inc. (0001818874) (Issuer)
Instructure shareholders to receive $23.60 per share in cash; Instructure to become a privately held company upon completion of the transactionSALT LAKE CITY, July 25, 2024 /PRNewswire/ -- Instructure Holdings, Inc. (NYSE:INST) ("Instructure"), a leading learning ecosystem, today announced that it has entered into a definitive agreement to be acquired by investment funds managed by KKR, a leading global investment firm, for $23.60 per share in an all-cash transaction valued at an enterprise value of approximately $4.8 billion. The per-share purchase price represents a premium of 16 percent over Instructure's unaffected share price of $20.27 as of May 17, 2024, the last trading day prior to m
All Employees to Become Owners in the CompanyKKR, a leading global investment firm, today announced that investment funds managed by KKR have acquired Marmic Fire & Safety ("Marmic" or the "Company"), a leading provider of regulation-mandated fire equipment inspection, testing and maintenance services, from HGGC. Financial terms were not disclosed.
SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors with Bury Financial Group have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having served approximately $655 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. President and Managing Partner Todd Bury founded the Youngstown, Ohio-based practice in 1992 while he was a sophomore in college. He earned his financial planning license by age 20 and steadily grew his client base, operating as a one-man shop for more than a decade. In 2006, Bury partnered with Vice President/ Managing Partner Brian Laraway, who shared his values an
SAN DIEGO, Sept. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Kultar S. "Sid" Bindra, CFP®, and Steven Alvarez have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Bindra Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Truist Financial. Based in Tampa, Fla., Bindra's path to wealth management started in college when he worked 56 hours a week selling phones. "I didn't have financial aid or qualify for a grant due to my family's pending immigration status, so I worked seven days a week to save for my education," Bindra said. "I learned all a
NEW YORK, Sept. 6, 2024 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, September 23, to coincide with the quarterly rebalance. The changes ensure each index is more representative of its market capitalization range. All companies being added to the S&P 500 are more representative of the large-cap market space, all companies being added to the S&P MidCap 400 are more representative of the mid-cap market space, and all companies being added to the S&P SmallCap 600 are more representative of the small-cap market space. The companies being removed from