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5 Insightful Analyst Questions From Morgan Stanley’s Q4 Earnings Call
Morgan Stanley’s fourth quarter was characterized by strong contributions from both its wealth and institutional securities businesses, resulting in a performance that exceeded Wall Street’s expectations and prompted a significant positive market reaction. Management attributed the robust quarter to accelerating asset inflows in wealth management, rising activity in investment banking, and expanding client engagement across the firm’s global footprint. CEO Ted Pick highlighted that “the firm is running at a higher run rate,” with multiyear investments in technology and the integration of key acquisitions supporting operating leverage and share gains. The company also cited improved margins in both wealth and institutional securities segments as central to the quarter’s results.
TRV Q4 Deep Dive: AI Investments and Underwriting Discipline Shape Outlook for 2026
Property and casualty insurer Travelers (NYSE:TRV) announced better-than-expected revenue in Q4 CY2025, with sales up 3.2% year on year to $12.45 billion. Its non-GAAP profit of $11.13 per share was 26.8% above analysts’ consensus estimates.
Insteel’s Q4 Earnings Call: Our Top 5 Analyst Questions
Insteel’s fourth quarter results were below Wall Street’s revenue expectations, and the market responded negatively. Management attributed the quarter’s performance to continued strong demand for concrete reinforcing products, especially in commercial and infrastructure markets, as well as the integration of last year’s acquisitions. CFO Scot Jafroodi noted, “First quarter shipments... increased 3.8% year-over-year,” and highlighted that higher selling prices and wider spreads between selling prices and raw material costs supported profit improvement. However, persistent supply constraints in domestic wire rod and rising input costs weighed on results, resulting in a cautious outlook from leadership.
5 Insightful Analyst Questions From Goldman Sachs’s Q4 Earnings Call
Goldman Sachs delivered a fourth quarter that exceeded Wall Street’s revenue and profit expectations, prompting a significant positive market reaction. Management attributed the outperformance to robust investment banking activity, record asset and wealth management inflows, and progress on narrowing the firm’s strategic focus. CEO David Solomon highlighted the firm’s leading M&A advisory franchise and ongoing gains in equity and fixed income financing, noting, “We maintained our position as the number one M&A adviser in investment banking and number one equities franchise.” The successful transition of the Apple Card portfolio also contributed to the bottom line, aided by a reserve release that more than offset the related revenue decline.
BKU Q4 Deep Dive: Deposit Growth, Margin Expansion, and Balanced Loan Mix Stand Out
Regional banking company BankUnited (NYSE:BKU) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 9.1% year on year to $291.6 million. Its non-GAAP profit of $0.94 per share was 5.5% above analysts’ consensus estimates.
ONB Q4 Deep Dive: Margin Expansion, Bremer Integration, and Strategic Loan Growth
Midwestern regional bank Old National Bancorp (NASDAQ:ONB) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 44.1% year on year to $714.4 million. Its non-GAAP profit of $0.62 per share was 4.8% above analysts’ consensus estimates.
ALLY Q4 Deep Dive: Margin Progress and Core Lending Drive Outlook Amid Macro Uncertainty
Digital banking company Ally Financial (NYSE:ALLY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.7% year on year to $2.17 billion. Its non-GAAP profit of $1.09 per share was 6.5% above analysts’ consensus estimates.
CFG Q4 Deep Dive: Private Bank Expansion and Strategic Tech Initiatives Shape Outlook
Regional banking company Citizens Financial Group (NYSE:CFG) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 9.2% year on year to $2.16 billion. Its non-GAAP profit of $1.13 per share was 2.2% above analysts’ consensus estimates.
DCOM Q4 Deep Dive: Organic Growth and Deposit Gains Highlight Strategic Execution
Regional bank Dime Community Bancshares (NASDAQ:DCOM) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 24.5% year on year to $123.8 million. Its non-GAAP profit of $0.79 per share was 10.6% above analysts’ consensus estimates.
TFC Q4 Deep Dive: Digital Investments, Loan Growth, and Strategic Branch Expansion Shape Outlook
Financial services company Truist Financial (NYSE:TFC) met Wall Streets revenue expectations in Q4 CY2025, with sales up 3.6% year on year to $5.30 billion. Its non-GAAP profit of $1.12 per share was 2.5% above analysts’ consensus estimates.