Jupiter Asset Management Ltd. Takes Position in Citizens Financial Group, Inc. $CFG
Jupiter Asset Management Ltd. has established a new position in Citizens Financial Group (NYSE:CFG) by purchasing 185,432 shares valued at approximately $9.86 million in the third quarter. Citizens Financial Group recently reported strong Q3 earnings, beating analyst estimates with $1.13 EPS, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $68.77. The company also declared a quarterly dividend of $0.46 per share, offering an annualized yield of 2.8%.
Citigroup Inc. Lowers Position in Mastercard Incorporated $MA
Citigroup Inc. reduced its stake in Mastercard Incorporated by 7.7% in Q3 2025, selling 70,851 shares and now owning 848,371 shares valued at approximately $482.6 million. Despite this, Mastercard's stock opened at $525.94, reported strong Q4 earnings beating estimates with $4.76 EPS and $8.81 billion in revenue, and has a consensus "Buy" rating from analysts with an average price target of $669.27, supported by strategic partnerships and product innovations.
Blackline stock hits 52-week low at 36.24 USD
Blackline Inc.'s stock has fallen to a new 52-week low of $36.24 USD, marking a significant decline of 25.62% over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued and in oversold territory, with net income expected to grow. Recent analyst ratings for BlackLine vary, with some lowering price targets due to growth concerns, while others maintain positive outlooks, citing strong positioning for the AI software era.
Banc of California names new head of payments
Banc of California has appointed Chris Healy as its new executive director and head of payments, leveraging his 20 years of industry experience to build out its payments business and oversee products like BancEdge and credit cards. In related banking news, the American Bankers Association appointed Lia Fordjour as CFO and Tifany Pedersen as head of marketing. Meanwhile, Airwallex entered a multiyear marketing deal with the San Francisco Giants, and Citizens Financial Group expanded its advisory services by acquiring Matrix Capital Markets Group.
NEOS Investment Management LLC Purchases 19,502 Shares of Citizens Financial Group, Inc. $CFG
NEOS Investment Management LLC significantly increased its stake in Citizens Financial Group (NYSE:CFG) by 46.8%, acquiring an additional 19,502 shares to bring its total holdings to 61,147 shares valued at $3.25 million. This move highlights institutional confidence in CFG, which reported strong third-quarter earnings of $1.13 EPS, exceeding estimates, and revenue growth of 8.6% year-over-year. The bank also recently distributed a quarterly dividend of $0.46 and holds a "Moderate Buy" consensus rating from Wall Street analysts.
AMN Healthcare Services, Inc. Reports Q4 2025 Revenue of $748 Million with GAAP Loss of $0.20 per Share and Adjusted EPS of $0.22
AMN Healthcare reported Q4 2025 revenue of $748 million, a 2% year-over-year increase, alongside a GAAP net loss of $7.7 million and adjusted EPS of $0.22. While full-year 2025 revenue declined 8% to $2.73 billion, the company saw growth in travel nurse volume and significant debt reduction of $285 million for the year.
LPL Financial latest to cut jobs; about 300 employees laid off.
LPL Financial has laid off approximately 300 employees, about 3% of its workforce, becoming the latest financial advice company to cut jobs as artificial intelligence automates back-office tasks. The layoffs did not affect financial advisors, and the company stated it still has over 300 open positions in priority areas. This trend of AI replacing lower-paid, salaried roles is also seen at other firms like Cetera Financial Group and Edward Jones.
RaceTrac: Don't expect a Potbelly in every convenience store
RaceTrac's acquisition of Potbelly Sandwich Shop does not mean a Potbelly will be added to every RaceTrac convenience store. While the companies are exploring pilot locations in areas with customer base overlap, the primary goal for RaceTrac is to diversify its business and for Potbelly to grow to 2,000 locations over the next decade through various formats. The acquisition also aims to leverage purchasing power, customer data, and aligned company cultures for mutual benefit.
Citizens reiterates Invitation Homes stock rating on mixed results By Investing.com
Citizens maintained its Market Outperform rating and $40 price target for Invitation Homes (NYSE: INVH) despite mixed fourth-quarter results and full-year guidance below its estimate. The single-family rental company reported Core FFO matching consensus but faces headwinds from non-core items and a decline in same-store new lease rate growth. Despite challenges, the company offers an attractive dividend yield, a strong current ratio, and has enhanced its build-to-rent capabilities through an acquisition.
Vanguard Group Inc. Buys 234,916 Shares of Tyler Technologies, Inc. $TYL
Vanguard Group Inc. increased its stake in Tyler Technologies by 4.2%, acquiring 234,916 additional shares to hold a total of 5,805,036 shares, now valued at approximately $3.04 billion. Despite the firm missing its latest quarterly earnings and revenue estimates, analysts maintain a "Moderate Buy" consensus rating with an average target price of $467.54. Insider transactions show recent selling activity by the CFO and a director, while institutional investors collectively own 93.3% of the stock.
American Homes 4 Rent earnings on deck as policy concerns loom
American Homes 4 Rent is set to report its fourth-quarter earnings amid investor anxiety regarding the Trump administration’s push to restrict institutional ownership of single-family rental homes. While analysts expect a sequential decline in earnings, the primary focus will be on management's assessment of new regulatory risks and their potential impact on future growth and lease rate trends.
A Look At Valley National Bancorp (VLY) Valuation After Recent Share Price Gains
Valley National Bancorp (VLY) has seen recent share price gains, with a 30-day return of 12.17% and a 90-day return of 26.62%, although its one-year return is higher at 38.37%. The stock is currently trading at $13.27, which is considered undervalued compared to a narrative-based fair value of $14.68, driven by expected deposit growth, margin improvements, and capital returns. The article suggests further investigation into the company's financial details and risks, particularly concerning commercial real estate exposure, despite the optimistic valuation.
Citizens Financial Group Acquires Matrix Capital Markets Group
Citizens Financial Group, Inc. has announced its acquisition of Matrix Capital Markets Group, Inc., a leading advisory firm specializing in the Downstream Energy and Convenience Retail sector. This strategic move aims to enhance Citizens' advisory capabilities in key industries, including wholesale fuels distribution and automotive aftermarket. The transaction is expected to close in the first quarter of 2026, subject to regulatory approvals, further solidifying Citizens' role as a strategic financial partner.
Ellen Bryant, EZCORP chief legal officer, sells $500k in stock
Ellen H. Bryant, EZCORP's Chief Legal Officer, sold 20,000 shares of Class A Non-Voting Common Stock for $500,000 on February 17, 2026, retaining 147,786 shares. This transaction follows EZCORP's strong fiscal first quarter, with adjusted EBITDA exceeding expectations, and its expansion through the acquisition of Founders One, LLC. Analysts have responded positively, raising price targets for the company's stock.
Cantor Fitzgerald reiterates Ideaya Biosciences stock Overweight rating
Cantor Fitzgerald has reiterated an Overweight rating on Ideaya Biosciences (NASDAQ:IDYA) stock, ahead of the company's Phase 2/3 trial readout for its uveal melanoma treatment expected in late March. The biotech firm holds a strong financial position, with more cash than debt and a "GOOD" financial health score, and analyst consensus is strongly bullish. The OptimUM-02 trial, testing darovasertib in combination with crizotinib, is anticipated to show positive results, with progression-free survival reaching approximately seven months.
Citizens Financial Strengthens Advisory Platform With Matrix Deal
Citizens Financial Group (CFG) is set to acquire Matrix Capital Markets Group, an advisory firm specializing in the Downstream Energy & Convenience Retail sector. This acquisition, expected to close in Q1 2026, aims to bolster CFG's investment banking and advisory platform, enabling the bank to diversify revenue streams by increasing fee-based income. The move aligns with CFG's strategy of inorganic expansion and reflects a broader trend among regional banks to enhance capital markets capabilities.
Caesars Entertainment (CZR): Citizens Lowers Price Target to $34
Citizens analyst Jordan Bender has lowered the price target for Caesars Entertainment (CZR) from $37 to $34, while maintaining a 'Market Outperform' rating. This adjustment reflects a -8.11% decrease in the price target. The article also provides a summary of recent analyst ratings for CZR and highlights the company's gaming properties across Las Vegas and regional markets, as well as its digital assets.
LPL Financial partners with Simplicity Group to expand insurance offerings
LPL Financial and Simplicity Group have announced a strategic partnership to expand insurance capabilities for LPL's network of financial advisors. Effective May 1, 2026, Simplicity will become LPL’s preferred Brokerage General Agency, providing advisors with enhanced access to insurance technology, resources, and support. This collaboration aims to offer a unified experience for advisors and clients seeking protection solutions, especially for high-net-worth individuals.
BofA initiates Pitney Bowes stock with underperform rating By Investing.com
BofA Securities initiated coverage on Pitney Bowes Inc. (NYSE:PBI) with an underperform rating and a $9.00 price target, citing structural headwinds in its mailing businesses and risks to growth. Despite the company's efforts to streamline its portfolio and achieve cost savings, BofA believes leverage and risks to operating earnings will limit future shareholder returns. Other analysts, however, have initiated coverage with more optimistic ratings, noting CEO Kurt Wolf's turnaround progress and compelling valuation metrics.
WSFS Financial: Quiet Regional Bank With Surprising Upside?
WSFS Financial Corporation, a regional bank in the Philadelphia–Wilmington region, is gaining attention for its potential upside despite trading below larger bank valuations. The article highlights the bank's strategies for navigating current financial trends, including maintaining net interest margin, conservative credit standards, and returning capital to shareholders. Its strong capital position, diversified business, and manageability of nonperforming assets position it favorably among regional banks, making it a nuanced investment opportunity for those in U.S. financials or regional bank ETFs.
HealthEquity reports 7% growth in HSA accounts, 14% rise in assets
HealthEquity, Inc. (HQY) announced a 7% increase in Health Savings Accounts (HSAs) to 10.6 million and a 14% rise in HSA assets to $36.5 billion as of January 31, 2026. The company, which is near its 52-week low and considered undervalued, reaffirmed its financial guidance for fiscal years 2026 and 2027 and noted strong performance with a 12.2% revenue growth over the last twelve months and a perfect Piotroski Score of 9. Upcoming events include Q4 and FY2026 results conference call on March 17, 2026, and presentations at investor conferences.
Citizens Financial Group to acquire Matrix Capital Markets Group
Citizens Financial Group Inc. has announced a definitive agreement to acquire Matrix Capital Markets Group Inc., an advisory firm specializing in the downstream energy and convenience retail sector. This acquisition, expected to close in Q1 2026, will enhance Citizens' advisory capabilities in these key sectors, strengthening its position as a strategic and financial partner. Matrix, based in Richmond, Virginia, has completed over 70 M&A transactions since 2021.
Citizens Financial Group Agrees to Acquire Matrix Capital Markets Group
Citizens Financial Group has announced a definitive agreement to acquire Matrix Capital Markets Group, a leading advisory firm specializing in the downstream energy and convenience retail sector. This acquisition, expected to close in the first quarter of 2026, will strengthen Citizens' sector-focused advisory capabilities and allow Matrix to operate as a division of Citizens JMP Securities (CJMPS). Both companies emphasize a shared commitment to providing tailored advisory services and solutions with deep sector expertise to clients.
Citizens Financial To Acquire Matrix Capital Markets Group
Citizens Financial Group Inc. announced its acquisition of Matrix Capital Markets Group Inc., a move that will strengthen Citizens' sector-focused advisory capabilities. Matrix, known for advising convenience retailers and fuel distributors, will operate as a division of Citizens JMP Securities upon closing, which is expected in the first quarter of 2026. The transaction, funded with cash, will integrate Matrix's extensive M&A transaction experience with Citizens' banking platform.
Citizens buys boutique M&A advisory firm with energy retail expertise
Citizens Financial Group, through its JMP Securities arm, has agreed to acquire Matrix Capital Markets Group, a boutique M&A advisory firm specializing in the energy retail sector. This acquisition, expected to close in the first quarter, expands Citizens' advisory capabilities into a niche market. The move follows several other recent acquisitions by Citizens.
Citizens to acquire downstream energy adviser Matrix Capital Markets Group
Citizens Financial Group Inc. is set to acquire substantially all assets of Matrix Capital Markets Group Inc., an advisory firm specializing in the downstream energy and convenience retail sector. This acquisition, expected to close in Q1 2026, aims to expand Citizens' advisory capabilities and client offerings by integrating Matrix's expertise in M&A transactions within these specialized sectors. The transaction will be funded with cash, and Matrix will operate as a division of Citizens JMP Securities LLC (CJMPS) upon closing.
BofA initiates Pitney Bowes stock with underperform rating
BofA Securities initiated coverage on Pitney Bowes Inc. (NYSE:PBI) with an underperform rating and a $9.00 price target, citing structural headwinds in its core mailing businesses and risks to pricing and volume growth during its turnaround. This target is below the current trading price, although InvestingPro data suggests the stock might be slightly undervalued. The company has focused on streamlining its portfolio and improving cost discipline, achieving over $200 million in savings and maintaining strong gross profit margins.
Citizens Financial Group To Acquire Matrix Capital Markets Group Assets
Citizens Financial Group, Inc. announced a definitive agreement to acquire substantially all the assets of Matrix Capital Markets Group, Inc., a leading advisory firm specializing in the Downstream Energy & Convenience Retail sector. This acquisition strengthens Citizens' sector-focused advisory capabilities and expands its expertise into related areas like Automotive Aftermarket and Outdoor Recreation and Marine. The transaction, expected to close in Q1 2026, will be funded with cash, with Matrix operating as a division of Citizens JMP Securities, LLC.
Citizens to acquire Matrix Capital Markets Group in M&A advisory deal
Citizens Financial Group (NYSE: CFG) is set to acquire Matrix Capital Markets Group, a Richmond-based advisory firm specializing in the Downstream Energy & Convenience Retail sector. The acquisition aims to bolster Citizens' sector-focused advisory capabilities and is expected to close in Q1 2026. Matrix will operate as a division of Citizens JMP Securities, LLC, with financial terms undisclosed.
Citizens Financial Group Adds to Advisory Capabilities with Acquisition of Matrix Capital Markets Group
Citizens Financial Group announced its definitive agreement to acquire Matrix Capital Markets Group, a market-leading advisory firm specializing in the Downstream Energy & Convenience Retail sector, as well as Automotive Aftermarket and Outdoor Recreation and Marine sectors. This acquisition aims to enhance Citizens' sector-focused advisory capabilities and will be funded with cash. Matrix will operate as a division of Citizens JMP Securities, LLC upon closing.
Citizens advises CertaSite on sale to APi Group
Citizens Capital Markets & Advisory acted as a financial adviser to CertaSite, a fire and life safety services provider, in its sale to APi Group. CertaSite, previously owned by The Riverside Co., specializes in inspections, repairs, modifications, upgrades, and installations across the Midwest. During Riverside's ownership, the company significantly expanded through 27 add-on acquisitions and grew its workforce to over 250 technicians.
Zions Bancorporation National Association UT Has $5.46 Million Stock Holdings in Huntington Bancshares Incorporated $HBAN
Zions Bancorporation National Association UT reduced its stake in Huntington Bancshares (NASDAQ:HBAN) by 22.6% in the third quarter, holding 316,229 shares valued at $5.46 million. Despite missing Q4 earnings and revenue estimates, Huntington Bancshares announced a quarterly dividend and maintains a "Moderate Buy" consensus rating from analysts. Insider selling activity was also reported, with executives selling shares totaling over $1.9 million.
Todd Asset Management LLC Buys 62,398 Shares of Citizens Financial Group, Inc. $CFG
Todd Asset Management LLC increased its stake in Citizens Financial Group (NYSE:CFG) by 7.5% in Q3, purchasing 62,398 shares to own a total of 896,736 shares valued at $47.67 million. Citizens Financial Group reported strong Q4 results with EPS above estimates and an 8.6% year-over-year revenue increase, along with a declared quarterly dividend of $0.46 per share. Institutional ownership stands at 94.90%, and analysts maintain a "Moderate Buy" rating with an average price target of $68.77.
Q4 Earnings Highlights: UMB Financial (NASDAQ:UMBF) Vs The Rest Of The Regional Banks Stocks
UMB Financial reported strong Q4 results, with revenues up 67.5% year-on-year, exceeding analysts' expectations. The article also highlights Merchants Bancorp as having the best Q4 in the regional banking sector and The Bancorp as having the weakest. Overall, regional banks showed satisfactory Q4 performance, with revenues beating consensus estimates by 1.5%.
Assetmark Inc. Has $10.45 Million Holdings in The Cooper Companies, Inc. $COO
Assetmark Inc. significantly increased its stake in The Cooper Companies, Inc. (NASDAQ:COO) by 24,565% in Q3, now holding 152,430 shares worth $10.45 million. Company insiders, including CEO Albert G. White III and Director Maria Rivas, also made substantial purchases totalling 16,014 shares for $1.3 million. Despite a "Moderate Buy" average rating and a target price of $90.77 from analysts, Goldman Sachs maintains a "sell" rating with a $73 target.
Citizens Financial Group, Inc. (NYSE:CFG) Short Interest Down 14.8% in January
Citizens Financial Group (NYSE:CFG) experienced a significant 14.8% decrease in short interest in January, reaching 14,297,613 shares. Institutional investors hold approximately 94.9% of the stock, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $68.77. The company recently reported strong Q4 earnings, beating expectations with $1.13 EPS, and declared a quarterly dividend of $0.46 per share.
Short Interest in ZenaTech, Inc. (NASDAQ:ZENA) Expands By 28.6%
Short interest in ZenaTech, Inc. (NASDAQ:ZENA) increased by 28.6% to 1,470,147 shares as of January 30th, indicating growing bearish sentiment towards the stock. Despite this, the days-to-cover ratio remains low at 0.9 days. The company's stock has high volatility, with a beta of 14.17, and has seen mixed analyst and institutional activity, including a "sell" rating from Weiss Ratings and an overall "Hold" consensus from MarketBeat.
Chubb (CB) Strengthens Emerging Market Growth With Nubank Partnership, Citizens Maintains Market Outperform
Chubb Limited (CB) recently received a "Market Outperform" rating from Citizens with a $350 price target, highlighting its strong global presence and growth potential in emerging markets like Asia and Latin America. Key factors include its increased ownership in Huatai Insurance Group in China and a new digital life insurance service partnership with Nubank in Brazil, showcasing its focus on international expansion and digital innovation. The article suggests that while Chubb is a potential investment, certain AI stocks might offer greater upside and less downside risk.
Citizens Financial Group Courts Wealth Clients While Boosting Share Buybacks
Citizens Financial Group (NYSE: CFG) is expanding its Private Bank and Private Wealth offerings to attract high net worth clients, aiming for higher fee income and refined capital allocation. Concurrently, the company is implementing a substantial share buyback program. These strategic moves, along with strong stock performance, indicate a focus on enhanced shareholder returns and diversification of revenue streams beyond traditional net interest income, despite potential execution and market risks.
Citizens Financial Group Weighs Wealth Expansion Against Undervalued Share Price
Citizens Financial Group is expanding its Private Bank and Private Wealth offerings to attract high-net-worth clients, emphasizing strong performance in its Consumer Banking segment and strategic digital transformation. The company's shares are currently trading 38.6% below their estimated fair value, presenting a potential undervaluation for investors. This strategic shift aims to broaden its fee and interest income streams while managing regulatory scrutiny and evolving customer expectations.
Rhumbline Advisers Sells 18,958 Shares of Citizens Financial Group, Inc. $CFG
Rhumbline Advisers decreased its stake in Citizens Financial Group (NYSE:CFG) by 2.2% in the third quarter, selling 18,958 shares and bringing its total holdings to 858,009 shares valued at $45.6 million. Other institutional investors like GoalVest Advisory LLC and True Wealth Design LLC increased their holdings. Analysts have largely given Citizens Financial Group "buy" or "outperform" ratings with an average target price of $68.77.
Citizens Financial Group, Inc. $CFG Stake Lifted by BTC Capital Management Inc.
BTC Capital Management Inc. significantly increased its stake in Citizens Financial Group, Inc. (NYSE:CFG) by 51.8% in the third quarter of 2025, bringing its total holdings to 80,721 shares valued at $4.29 million. Institutional investors now own 94.9% of CFG, following similar increases by other funds. Citizens Financial Group reported strong Q3 earnings with an EPS of $1.13, exceeding estimates, and declared a quarterly dividend of $0.46 per share, while analysts maintain a "Moderate Buy" rating with an average target price of $68.77.
Goldman Sachs upgrades Upstart stock rating to Neutral from Sell
Goldman Sachs has upgraded its rating for Upstart Holdings Inc (NASDAQ:UPST) from Sell to Neutral, setting a price target of $35.00. This upgrade is due to the stock's underperformance, which has resulted in a more balanced risk-reward profile, and the market's better appreciation of previously unacknowledged margin and take rate compression. Separately, Upstart reported mixed Q4 2025 earnings, with EPS missing forecasts but revenue exceeding them, while Citizens downgraded the stock due to valuation concerns.
22,980 Shares in Citizens Financial Group, Inc. $CFG Bought by Krilogy Financial LLC
Krilogy Financial LLC has acquired a new stake of 22,980 shares in Citizens Financial Group, Inc. (NYSE:CFG) during the third quarter, valued at approximately $1,182,000. Other institutional investors have also adjusted their positions in the bank, as Citizens Financial Group reported exceeding analyst EPS estimates in its latest quarterly earnings and announced a quarterly dividend. Analysts currently have a "Moderate Buy" consensus rating for CFG with a target price of $68.77.
Assetmark Inc. Has $88.87 Million Stock Holdings in Citizens Financial Group, Inc. $CFG
Assetmark Inc. has reduced its stake in Citizens Financial Group (CFG) by 1.1%, now holding 1,671,784 shares valued at $88.87 million, while institutional ownership remains high at 94.9%. Citizens Financial Group surpassed Q4 earnings estimates with an EPS of $1.13 and revenue of $2.16 billion, and announced a quarterly dividend of $0.46. The stock currently has a "Moderate Buy" consensus rating from analysts with an average price target of $68.77.
Citizens lowers Pegasystems stock price target to $58 on growth concerns
Citizens has lowered its price target for Pegasystems (NASDAQ:PEGA) to $58 from $78, while maintaining a Market Outperform rating. This adjustment follows the company's fourth-quarter 2025 earnings report, which, despite beating analyst expectations for EPS and revenue, showed a deceleration in constant currency growth and led to an approximately 12% drop in the stock. Another recent development includes Barclays upgrading Pegasystems' stock to Overweight with a $48 price target.
Citizens Financial Group Inc (CFG) Stock Price Down 3.35% on Feb 12
Shares of Citizens Financial Group Inc (CFG) dropped 3.35% on February 12th, closing at $64.62, 6.06% below its 52-week high but 98.22% above its 52-week low. Analysts have an average target price of $72.37, implying an 11.99% upside, with a consensus "Outperform" rating from 22 brokerage firms. However, GuruFocus estimates a GF Value of $48.45, suggesting a potential 25.02% downside from the current price.
Press Release: Citizens Financial Group, Inc. Declares Dividends on Preferred Stock
Citizens Financial Group, Inc. has declared dividends on its preferred stock. The article also briefly mentions Unity Software's fourth-quarter financial results, including a 35% year-over-year revenue increase to $609 million, surpassing analyst estimates, despite reporting a quarterly loss of 66 cents per share.
Bally’s secures $1.1 billion term loan, completes $700 million Twin River Lincoln Casino sale-leaseback
Bally's Corporation has successfully secured a $1.1 billion term loan facility due in 2031 and completed the sale-leaseback of its Twin River Lincoln Casino Resort for $700 million. These transactions provide the company with significant capital for general corporate purposes, including the development of new casinos in the Bronx and Chicago, and will be used to repay its outstanding $1.47 billion in term loans maturing in 2028. The term loans are secured by a substantial portion of the company's assets.
Citizens Financial Group, Inc. $CFG Shares Sold by LSV Asset Management
LSV Asset Management decreased its stake in Citizens Financial Group (NYSE:CFG) by 2.9% in the 3rd quarter, selling 187,531 shares. Despite this, other institutional investors have increased their positions. Citizens Financial Group recently reported strong Q4 earnings, surpassing EPS estimates, and analysts have a consensus "Moderate Buy" rating with an average target price of $68.77.
