Investment Banking Industry News
A collection of Investment Banking latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
HDFC Life profit rose 4% in Q4; parent bank to invest Rs 1,000 crore
HDFC Life Insurance announced a 4 per cent rise in Q4FY26 net profit to Rs 495.6 crore, alongside HDFC Bank's plan to inject Rs 1,000 crore, increasing its stake and bolstering the insurer's solvency ratio. HDFC Life Insurance's net profit for…
Wall Street bets against AI with financial weapons of mass destruction
The toxic assets that helped crash the economy in 2008 are roaring back, and this time Wall Street is offering them to bet on an AI crash. Giant tech companies are building huge AI data centers across the US as fast as they can, and they've taken…
Politics And The Markets 04/17/26
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor…
Anchorage set to acquire 60-year-old industrial products biz for $170m
The long-running sale of six-decade-old industrial products and services group HMA International, which supplies equipment to the likes of Glencore and Thiess, has come to a close with a Sydney buyout firm scooping up the business. Anchorage…
Equity Analysts React to Kering's Capital Markets Day
Luca de Meo talked a good talk at Kering ‘s Capital Markets Day in Florence, but did not extinguish all investor doubts, nor completely satisfy equity analysts. “We believe the market would like some additional comfort on 2026 revenue…
Reforming Stock Market Rules Would Lift America's Middle Class
Americans are highly aware that our middle class is failing to keep up economically. Everything is getting more expensive, and wage growth simply hasn't kept pace. One major area is often overlooked as a possible contributor: the stock market or…
This biopharma stock could more than double on oral eczema treatment, Goldman Sachs says
Corvus Pharmaceuticals stock is looking like a steal as the company gets closer to releasing a new oral medication for a common chronic skin condition, according to Goldman Sachs. The investment bank has initiated coverage of Corvus Pharmaceuticals…
WaFd targets 8%-12% active loan growth while pursuing 20% noninterest deposits by 2030 (NASDAQ:WAFD)
WaFd, Inc. returned to net loan growth, including inactive segments, with a 12% increase in the active portfolio and improved credit trends marked by a decrease in nonperforming assets from $203 million to $132 million. Management expects the net…
Autoliv reiterates 2026 adjusted operating margin of 10.5% to 11% and $1.2B operating cash flow, while flagging $90M raw material headwind (NYSE:ALV)
Heightened geopolitical uncertainty, higher raw-material costs, timing of tariff recovery, and working-capital volatility pose main risks, with mitigation planned via cost reductions, productivity improvements, and customer compensations.
Simmons signals high end of 9%-11% 2026 NII growth while targeting ~10.5% CET1 (NASDAQ:SFNC)
Earnings Call Insights: Simmons First National Corporation (SFNC) Q1 2026 CEO Jay Brogdon tied the quarter's loan momentum to multi-year internal changes, saying, “we've been focused on quality growth for really a few years now,”…
Cohen & Steers expects 40% compensation ratio and mid-single-digit G&A growth for 2026 amid ETF expansion (NYSE:CNS)
Management notes a strong $1.7 billion pipeline and continuing new mandates, expressing optimism that inflows will persist, supported by improved institutional advisory channel performance. Active ETF AUM grew from $378 million to $675 million over…
Two Goldman Sachs Investment Bankers to Depart, Adding to String of Exits in Asia
Two senior bankers plan to leave Goldman Sachs Group Inc. after seven years in the firm's Asia business, adding to a string of recent exits that underscore the challenges facing the US lender in the region, according to people familiar with the…
Ally expects 2026 NIM of 3.60%-3.70% while reiterating retail auto NCOs of 1.8%-2.0% (NYSE:ALLY)
Management reported Q1 adjusted EPS of $1.11 (up 90% YoY), a 3.52% NIM affected by lease headwinds, but reiterated full-year NIM guidance of 3.60-3.70%. Retail auto net charge-offs were at 1.8%-2.0% guidance; management noted consumer pressures…
F.N.B. projects $1.495B-$1.535B 2026 net interest income while assuming no Fed cuts (NYSE:FNB)
F.N.B. announced an 8% dividend increase, expanded buyback authorization by $250 million, and aims to return more capital to shareholders through dividends and repurchases, which signals management's focus on shareholder returns. Management expects…
Lakeland outlines high single-digit fiscal 2027 revenue growth while targeting $30M in services by fiscal 2028 (NASDAQ:LAKE)
Gross margin pressure was caused by product mix shifts from fire services growth, manufacturing underutilization in Mexico and Vietnam, raw material cost pressure, elevated freight and duties, and execution gaps in production plans. Lakeland…
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