Financial Services stocks

Acadian Asset Management Inc. (AAMI) · 80% above model fair value

Q2 2026, 2026-07-30: Inflows were diverse across products and clients, driven by Enhanced and Extension strategies.

Advanced Flower Capital Inc. (AFCG)

Q2 2026, 2026-08-13: AFCG's pipeline remains active at $1.3 billion across diverse industries.

Affiliated Managers Group, Inc. (AMG) · 60% above model fair value

Q2 2026, 2026-07-30: AMG's tax-aware strategies consist of long-short equities and are based on a diverse selection of products, primarily using an MSCI World Index.

Alliancebernstein Holding L.p (AB) · 52% below model fair value

Q2 2026, 2026-07-28: AB posted solid base fee growth and disciplined expense management, driving continued operating leverage that strengthens the platform and expands…

Alta SA (AAT.WA)

Q1 2026, 2026-05-21

Altus SA (ALI)

Q1 2026, 2026-05-08

Ameriprise Financial (AMP) · 46% below model fair value

Analizy Online SA (AOL)

Q2 2026, 2026-08-13

Apollo Global Management (APO) · 9% below model fair value

Q2 2026, 2026-08-04: Apollo Global Management achieved a record capital formation for the quarter with $60 billion in organic inflows, $38 billion in asset management, and $22 billion in Athene.

Ares Management (ARES) · over 200% above model fair value

BLACK Pearl SA (BPC)

Q2 2026, 2026-08-14

BlackRock (BLK) · 110% above model fair value

Blackstone Inc. (BX) · 55% below model fair value

Q3 2026, 2026-10-22: NVIDIA named Blackstone as one of a small group of managers to help deploy $500 billion of large-scale GPU financing in August.

Blue Owl Capital (OWL) · 87% below model fair value

Q2 2026, 2026-07-30: Blue Owl Capital raised more than $16.5 billion of equity capital this quarter, representing more than 40% of its total for the last 12-month period.

Brookfield Asset Management (BAM) · 83% above model fair value

Q2 2026, 2026-08-05: Fee-related earnings for the quarter were $808 million, which increased by 20% from the prior year.

Bumech Defense Partners SA (BDF)

Q1 2026, 2026-05-22

Carpathia Capital Asi SA (CRC)

Q2 2026, 2026-08-14: Carpathia Capital Asi SA faces a risk of not achieving projected forecasts due to global economic changes and asset management decisions, which could lead to a partial or total loss.

Caspar AM SA (CSR)

Q1 2026, 2026-05-21: The report notes that aggressive rhetoric and unpredictable foreign policy decisions, along with pressure on the Fed, influenced the company's…

Centurion Finance Asi SA (CTF)

Q2 2026, 2026-08-14: Centurion Finance Asi SA is undergoing an ongoing process for the admission of Milisystem's series C and D shares to trading on the NewConnect market.

Franklin Resources (BEN) · 162% above model fair value

GK Immobile SA (GKI)

Q1 2026, 2026-05-29: The Group reported a net profit from continuing operations of 6.2 million PLN in the first quarter of 2025, compared to a loss of 2.5 million PLN in the first quarter of 2024.

Go24.pl SA (GTF)

Q2 2026, 2026-08-14

Grempco SA (GRM)

Q2 2026, 2026-08-12: GREMPCO S.A. was included on the list of projects recommended for funding in competition number 1/2026.

Hamilton Lane (HLNE) · 60% below model fair value

Q2 2026, 2026-08-04: AUM grew by $5 billion or 4% to reach $146 billion compared to the prior year period.

Imperio ASI SA (IMP)

Q1 2026, 2026-05-21: The company reported a summary of completed works involving trademarks, company value, and patents and development licenses.

Invesco (IVZ) · 34% below model fair value

Q3 2026, 2026-10-27: Invesco expects EPS accretion of 17 cents in 2027 following $3 billion in preferred stock repurchases, reaching a run rate of 41 cents once associated term loans are fully repaid.

JRH Asi SA (JRH)

Q1 2026, 2026-05-27: JRH Asi SA reported advances from related entities totaling 29,273,000.00 PLN, which includes 9,980,000.00 PLN from Kuźnica Centrum Sp. z o.o. regarding the sale of Columbus Energy S.A. shares.

KKR & Co. (KKR) · 72% above model fair value

Q2 2026, 2026-07-30: KKR reported a record $72 billion in committed capital on which it is not yet earning fees, an increase of almost 30% since this time last year.

Magna Polonia SA (06N)

Q1 2026, 2026-05-26: The capital includes accrued interest from a loan agreement dated March 28, 2025, with a natural person in the amount of 4,174 thousand.

MCI Capital ASI SA (MCI)

Q2 2026, 2026-09-04: Low distribution of funds to investors is directly impacting the fundraising process by extending the time required to raise funds and increasing investor selectivity for MCI Capital ASI SA.

Northern Trust (NTRS) · 3% above model fair value

Q3 2026, 2026-10-21: Northern Trust plans to convert six northern funds, representing approximately $33 billion in assets, into ETFs during the first quarter of 2027.

Principal Financial Group (PFG) · 135% above model fair value

Q3 2026, 2026-10-26: Principal Financial Group completed an acquisition on September 1st that added more than 26,000 small business customers and a digital-first cloud-native platform.

Quercus TFI SA (QRS)

Q2 2026, 2026-08-14: Quercus TFI SA's sales revenue increased to PLN 79.6 million compared to PLN 59.7 million in the same period of the previous year.

Raymond James Financial (RJF) · 36% below model fair value

Q2 2026, 2026-07-22: Pretax income reached $750 million, increasing 33% compared to the year ago quarter and 2% over the preceding quarter.

SEI Investments Company (SEIC) · 29% above model fair value

Q2 2026, 2026-07-22: The ETF business at SEI grew from $3 billion to over $8 billion over the last 12 months, reflecting growth in the company's business segment.

State Street Corporation (STT) · 7% above model fair value

Q2 2026, 2026-07-16: State Street Corporation raised its fee revenue growth outlook from 7% to 9% to 12% to 13% due to organic growth and healthy client activity.

T. Rowe Price (TROW) · 13% below model fair value

Q2 2026, 2026-07-31: The company ended the quarter with $1.9 trillion in assets under management and $6.5 billion in Q2 net outflows.

TPG Inc. (TPG) · over 200% above model fair value

Q2 2026, 2026-08-04: Capital markets revenue was driven by more than 20 transactions across 14 strategies, contributing to transaction and monitoring fees growing at a…

Unfold.vc ASI SA (UNF)

Q1 2026, 2026-05-14

Alior Bank SA (ALR)

Q3 2026, 2026-10-27

Bank of America (BAC) · 32% below model fair value

Q2 2026, 2026-07-14: Bank of America expects full year 2026 NII growth to be at the upper end of the 6%-8% range due to loan and deposit growth, asset repricing, and balance sheet optimization.

BBVA (BBVA) · 49% below model fair value

BNY Mellon (BNY) · 113% above model fair value

Citigroup (C) · 7% above model fair value

Q4 2025, 2026-01-14: Citigroup repurchased over $13 billion in common shares during the year, including $4.5 billion in the fourth quarter, as part of a $20 billion plan.

JPMorgan Chase (JPM) · 10% above model fair value

Q2 2026, 2026-07-14: JPMorgan Chase lowered its expected card net charge-off rate to approximately 3.2% due to better-than-expected consumer credit performance.

Wells Fargo (WFC) · 16% below model fair value

Q2 2026, 2026-07-14: Wells Fargo expects to increase its third quarter common stock dividend by 11% to $0.50 per share, pending Board of Directors approval.

Ameris Bancorp (ABCB) · 40% below model fair value

Q2 2026, 2026-07-24: Revenue grew 6% year over year while expense focus held the ratio at 50%.

Bank Handlowy w Warszawie SA (BHW)

Q2 2026, 2026-08-27: The value of assets in the trade finance sector, including reverse factoring, trade credit, and supplier financing, increased by 34% compared to the same period in 2025.

Bank Millennium SA (MIL)

Q3 2026, 2026-10-27: Bank Millennium's total operating costs were 643 million PLN in Q3 2026, increasing by 1% quarter-over-quarter and 3% year-over-year.

Bank OZK (OZK)

Q2 2026, 2026-07-22: Total commercial real estate is now under 300% for a second quarter and the portfolio will keep shrinking into next year.

Bank Pekao SA (PEO)

Q2 2026, 2026-07-30: The share of non-performing loans in the Bank Pekao SA household lending portfolio decreased to 3.4% from 3.6% in the fourth quarter of 2025.

BNP Paribas Bank Polska SA (BNP)

Q2 2026, 2026-08-12: BNP Paribas Bank Polska SA paid a dividend of 1,509,082,880.40 PLN, which equals 10.20 PLN per share.

BOK Financial Corporation (BOKF) · 38% below model fair value

Q2 2026, 2026-07-21: AUMA grew $5.7 billion during the quarter to $129.3 billion due to increased market valuations and continued customer expansion.

BOŚ SA (BOS)

Q2 2026, 2026-08-18: BOŚ SA increased its total assets to 27.3 billion PLN in Q2 2026.

Citizens Financial Group (CFG) · 33% above model fair value

Q3 2026, 2026-10-16: Citizens Financial Group increased its common share repurchase program capacity by 1.3 billion to a total of 1.95 billion.

Erste Bank Polska SA (EBP)

Q2 2026, 2026-07-30: Erste Bank Polska SA reported cash loan sales of 8.1 billion PLN in the first six months of 2026, an increase of 35.1% year-over-year.

Fifth Third Bancorp (FITB) · 70% above model fair value

Q2 2026, 2026-07-17: Adjusted return on tangible common equity improved to 19% for the quarter.

First Hawaiian, Inc. (FHB) · 23% below model fair value

Q2 2026, 2026-07-24: Year-to-date spending through May reached $9.7 billion, which is an increase of 7.5% compared to 2025 levels.

Getin Holding (GTN)

Q2 2026, 2026-08-27: Getin Holding received remuneration of 2,718,524.88 PLN for the transfer of rights to funds held in a deposit at Idea based on an agreement dated April 23, 2025.

Huntington Bancshares (HBAN) · 11% below model fair value

Q3 2026, 2026-10-22: Huntington Bancshares expects 2027 EPS to grow more than 20% from 2025 while increasing ROTCE into the 17-18% range.

ING Bank Śląski SA (ING)

Q2 2026, 2026-07-30: In the first half of 2026, ING Bank Śląski SA saw a 430 million PLN increase driven by interest income growth, commission income growth, and lower risk costs.

KeyCorp (KEY) · 10% above model fair value

Q3 2026, 2026-10-20: KeyCorp lowered its four-year net charge-off guidance to 37 to 39 basis points from the previous range of 40 to 45 basis points.

M&T Bank (MTB) · 14% below model fair value

Q3 2026, 2026-10-16: M&T Bank transferred $8.3 billion of residential mortgage-backed securities from available for sale to held to maturity to focus on capital generation and preservation.

mBank SA (MBK)

Q3 2026, 2026-10-28: mBank Group mortgage loan sales reached PLN 8,227 million in Q3 2026, increasing 33.2% quarter-on-quarter and 79.9% year-on-year.

Nubank (NU) · 25% above model fair value

Q2 2026, 2026-08-13: Nubank's customer base exceeds 135 million, and Mexico crossed 15 million customers, becoming the third largest financial institution in that market.

Pinnacle Financial Partners (PNFP) · 11% above model fair value

Q2 2026, 2026-07-23: PNFP anticipates an increase in revenue compared to the first half of the year driven by producer hiring, market expansion, third-party partnership…

PKO BP SA (PKO)

H1 2026, 2026-08-13: On June 24, 2026, PKO Bank Polski issued 500 million EUR in green, subordinated Tier 2 bonds with a 10-year term as part of the EMTN Program.

PNC Financial Services (PNC) · 1% below model fair value

Q3 2026, 2026-10-15: PNC returned $1.4 billion of capital to shareholders during the quarter, consisting of approximately $800 million in common dividends and $560 million in share repurchases.

Popular, Inc. (BPOP) · 46% below model fair value

Q2 2026, 2026-07-23: The company expects full year expense growth to remain at approximately 2% to 3% based on current trends.

Prosperity Bancshares (PB) · 28% below model fair value

Q2 2026, 2026-07-29: Loans were $25 billion at June 30, 2026, providing a key metric for the company's reported figures.

Regions Financial Corporation (RF) · 47% below model fair value

Q2 2026, 2026-07-17: Wealth management saw growth in client assets because of momentum from advisors hired over the past three years.

SouthState Corporation (SSB) · 43% below model fair value

Q2 2026, 2026-07-24: SouthState expects continued disciplined capital returns aligned with the previously communicated 40%-60% framework.

Truist Financial (TFC) · 46% below model fair value

Q2 2026, 2026-07-17: Revenue guidance trimmed modestly, but profit targets above 14% and per-share earnings for 2026 are unchanged.

U.S. Bancorp (USB) · 24% below model fair value

Q3 2026, 2026-10-15: U.S. Bancorp expects capital ratios to build from current levels, positioning the company to resume share repurchases over the next one or two quarters.

Western Alliance Bancorporation (WAL) · 61% below model fair value

Q2 2026, 2026-07-22: Western Alliance lowered its deposit growth outlook to $6 billion due to lower funding needs and efforts to remix the deposit base.

Wintrust Financial (WTFC) · 27% below model fair value

Q2 2026, 2026-07-21: Net interest income still improved by $18.3 million from last quarter despite the four basis point decline.

Zions Bancorporation (ZION) · 21% below model fair value

Q2 2026, 2026-07-20: ZION is returning to core strategic initiatives as deposit campaigns approach wholesale rates, which impacts both the deposit and loan sides of the…

American Bitcoin Corp. (ABTC)

Q2 2026, 2026-08-03

Charles Schwab Corporation (SCHW) · 13% above model fair value

Q3 2026, 2026-10-15: Charles Schwab attracted $190 billion in core net new assets in the third quarter, up 38% over last year, representing an annualized organic growth rate of nearly 6%.

EKIPA Holding SA (EEE)

FY 2025, 2026-03-20

Goldman Sachs (GS) · 16% below model fair value

Q2 2026, 2026-07-14: Goldman Sachs increased its quarterly dividend to $5 a share, representing a 25% increase from last year and a 150% increase over the last five years.

Houlihan Lokey (HLI) · 52% below model fair value

Q2 2026, 2026-07-29: Corporate Finance revenues fell 24% to $303 million this quarter compared to the same period last year.

IDM SA (IDM)

Q1 2026, 2026-05-20: IDM operates as a low-cost structure where profits from projects after their completion translate into revenue for the Issuer.

IG Group Holdings plc (IGG) · 14% below model fair value

H1 2026, 2026-07-30: IG maintained its standalone guidance of at least 10% organic total revenue CAGR over the medium term from a 2025 base of approximately £1,100 million.

Inc. SA (INC)

Q1 2026, 2026-05-28

Interactive Brokers (IBKR) · 13% above model fair value

Q2 2026, 2026-07-21: Interactive Brokers' 34% growth in new accounts drove client uninvested cash balances higher by 27% year-over-year to a record $182 billion.

Ipopema Securities SA (IPE)

Q1 2026, 2026-05-15: The company reported 1.1 billion, which equaled the level from the previous year.

IREN (IREN)

Q2 2026, 2026-08-27: IREN reported that $4 billion of ARR is now contracted for 2026 capacity, with $1 billion of that amount operating today.

Lazard (LAZ) · 34% below model fair value

Q2 2026, 2026-07-23: Lazard's Chief Executive Officer of Asset Management, Chris Hogbin, will join the earnings call to participate in the question and answer session.

LPL Financial (LPLA) · 21% above model fair value

Q2 2026, 2026-07-30: The company attracted organic net new assets of $23 billion, which represents a 4% annualized growth rate.

MarketAxess (MKTX) · 13% below model fair value

Q1 2026, 2026-05-07: High yield increased to 47% in the quarter, the highest level since 2023, reflecting increased demand for differentiated liquidity.

Morgan Stanley (MS) · 22% below model fair value

Q2 2026, 2026-07-15: Morgan Stanley's Wealth Management segment added a record $148 billion in organic net new assets, driven by large IPOs of late-stage private workplace clients.

Novavis Group SA (NVG)

Q1 2026, 2026-05-29

Robinhood Markets (HOOD) · 10% below model fair value

Q3 2026, 2026-10-27: Robinhood expects the investment for the Trump account to remain in the range of approximately $100 million for the full year.

Stifel (SF) · 22% below model fair value

Q2 2026, 2026-07-22: The company reported that it increased its loan book by up to $4, meeting the growth goals established at the beginning of the year.

TeraWulf (WULF)

Q2 2026, 2026-08-05: CB-3 was fully delivered and generating lease revenue in early July.

Tradeweb (TW) · 54% below model fair value

Q2 2026, 2026-07-30: New lenders are entering credit aggressively, but management feels confident in its strategy for complex deals.

Virtu Financial (VIRT) · 72% below model fair value

Q2 2026, 2026-07-30: Virtu Financial's total trading capital increased following a recent opportunistic term loan increase and 12 months of retained earnings.

XP Inc. (XP) · 56% below model fair value

Q2 2026, 2026-08-17: XP announced a capital ratio of 20.7% and declared BRL 500 million in dividends to be paid in June.

XTB SA (XTB)

Q2 2026, 2026-08-28: XTB Group's total customer base grew 66.4% year-over-year to 2.83 million as of June 30, 2026, up from 1.70 million in the same period of 2025.

Affirm Holdings, Inc. (AFRM) · 37% below model fair value

Q2 2026, 2026-08-27: In Q2 2026, Affirm reported revenue of USD 1.17B, operating income of USD 147.3M, and net income of USD 1.62B.

Akcept Finance SA (AFC)

Q4 2025, 2026-06-01: The Management Board's position on the fulfillment of the Company's 2025 financial forecasts is a key theme for the current quarter.

Ally Financial Inc. (ALLY) · 61% above model fair value

Q2 2026, 2026-07-21: Ally increased its forecast for average earning assets growth from 2% to 4% to 3% to 5% for the updated outlook.

American Express (AXP) · 13% above model fair value

Q3 2026, 2026-10-23: American Express reaffirmed its revenue growth guidance of 10% and raised its EPS guidance to between 1830 and 1860 on a reported basis.

Capital One (COF) · 161% above model fair value

Q3 2026, 2026-10-20: Capital One's consumer banking revenue rose approximately 17% year over year, driven primarily by Discover Revenue synergies and growth in auto loans.

Capitea SA (CAP)

Q1 2026, 2026-05-29: Costs were reduced to allow for faster redemption of investment certificates and accelerate the payment of installment payments.

Centrum Finansowe SA (CFS)

Q2 2026, 2026-08-06

DITIX SA (DTX)

Q2 2026, 2026-08-13

FON SA (FON)

Q3 2026, 2026-04-29

Grupa Virtus SA (GVT)

Q2 2026, 2026-08-20: Grupa Virtus SA adopted a new development strategy covering the years 2026–2028 to focus on the development of the Virtus Group.

INDOS SA (INS)

Q2 2026, 2026-08-14: INDOS SA reported a net profit of 832,815.22 zlotys in the second quarter of 2025, representing a decrease of nearly 40% compared to the previous year.

Kruk SA (KRU)

Q3 2026, 2026-10-27: Kruk SA management intends to recommend a dividend of at least 30% of the consolidated net profit if the net debt to cash EBITDA ratio does not exceed 3.0.

M.W. Trade SA (MWT)

Q1 2026, 2026-05-29

Mastercard (MA) · 14% above model fair value

Q2 2026, 2026-07-30: Mastercard won several hundred flips and deal expansions in the first half of 2026, expected to drive trillions of dollars in incremental volume over the next decade.

OneMain Financial (OMF) · 63% below model fair value

Q2 2026, 2026-07-29: Originations grew 19 percent during the quarter and receivables reached $3 billion, a 14 percent year-over-year increase.

PayPal (PYPL) · 49% below model fair value

Q3 2026, 2026-10-27: The Venmo debit card reached 6.7 million monthly active accounts.

PBS Finanse SA (PBF)

Q1 2026, 2026-05-29

Sallie Mae (SLM) · 52% below model fair value

Q2 2026, 2026-07-23: The report notes that it has been just over a year since the federal PLUS reform reshaped the higher education financing landscape.

SoFi (SOFI) · 96% above model fair value

Q2 2026, 2026-07-29: More members taking multiple products are driving competitive advantage.

Synchrony Financial (SYF) · 68% below model fair value

Q3 2026, 2026-10-20: Synchrony Financial raised its full-year diluted earnings per share guidance to approximately $9.50, which represents the high end of its original expectations.

Visa Inc. (V) · 49% above model fair value

Q4 2026, 2026-10-27: Visa expects first quarter EPS growth to be in the low end of mid-teens.

Western Union (WU) · 34% below model fair value

Q2 2026, 2026-07-30: The company reported results despite macro headwinds because its strategy and geographic diversification enabled the performance.

Voya Financial (VOYA) · 35% below model fair value

Q2 2026, 2026-08-05: VOYA generated over $8 billion of defined contribution net inflows in the Retirement segment during the quarter due to continued high client…

CME Group (CME) · 21% above model fair value

Q3 2026, 2026-10-21: CME Group returned nearly $1 billion to shareholders during the quarter through $465 million in regular quarterly dividends and $524 million in share repurchases.

Coinbase (COIN) · 17% above model fair value

Q2 2026, 2026-07-30: Coinbase's institutional derivatives revenue more than offset declines in other areas, and international derivatives exchanges reached all-time highs in revenue contribution during the quarter.

FactSet (FDS) · 6% above model fair value

Q3 2026, 2026-09-30: FactSet's organic ASV grew by 7%, or $168 million, to $2.56 billion for the year, exceeding the high end of the company's guidance.

GPW SA (GPW)

H1 2026, 2026-09-03: GPW SA reported a net profit of 175.8 million PLN for the first six months of 2026, a decrease of 19.2% compared to 2025 due to lower dividends from subsidiaries.

Igoria Trade SA (IGT)

Q2 2026, 2026-08-14: Igoria Trade SA launched IgoriaCard to address the needs of business and individual customers worldwide.

Intercontinental Exchange (ICE) · 27% above model fair value

Q2 2026, 2026-07-30: Intercontinental Exchange announced it has entered into a definitive agreement to acquire MarketAxess for $167 per share.

Moody's Corporation (MCO) · 35% above model fair value

Q3 2026, 2026-10-21: Moody's Corporation raised its four-year first-time mandate outlook to a range of 900 to 950 due to performance to date and pipeline visibility.

MSCI (MSCI) · 30% above model fair value

Q3 2026, 2026-10-20: MSCI's new product contributions to new sales increased more than 50% compared to a year ago in the third quarter.

Nasdaq, Inc. (NDAQ) · 60% above model fair value

Q3 2026, 2026-10-22: Nasdaq's index franchise achieved a record $141 billion in net inflows over the last 12 months and $49 billion in the quarter.

S&P Global (SPGI) · 10% above model fair value

Q3 2026, 2026-10-27: On capital return, S&P Global has repurchased $4 billion in shares so far this year.

TransUnion (TRU) · 93% above model fair value

Q2 2026, 2026-07-28: The company retains ample capacity for additional repurchases in the second half of the year under its $1 billion authorization.

Aon plc (AON) · 1% above model fair value

Arthur J. Gallagher & Co. (AJG) · 110% above model fair value

Brown & Brown (BRO) · 1% above model fair value

Q3 2026, 2026-10-26: Brown & Brown increased its target for run rate net EBITDAQ synergies by the end of 2028 from $150 million to $175 million.

Erie Indemnity (ERIE) · 13% above model fair value

Q2 2026, 2026-07-31: ERIE’s retention ratio dropped slightly to 87.5%, signaling a small slip in how well the company keeps customers.

Marsh McLennan (MRSH) · 8% above model fair value

Q3 2026, 2026-10-15: Marsh McLennan expects to deploy approximately $5.5 billion of capital in 2026 across dividends, acquisitions, and share repurchases.

Willis Towers Watson (WTW) · 90% above model fair value

Q2 2026, 2026-07-30: WTW expects share repurchases of at least $1 billion for the full year, subject to market conditions and potential factors.

Allianz (ALV) · 22% below model fair value

Q2 2026, 2026-07-17: The reported items had virtually no impact on the adjusted operating margin and only a slight negative impact on the top line.

American International Group (AIG) · 59% above model fair value

Arch Capital Group (ACGL) · 62% below model fair value

Q3 2026, 2026-10-27: Arch Capital Group's moving to reinsurance segment delivered $393 million of underwriting income in the quarter with a combined ratio of 78.3%.

Berkshire Hathaway (BRK-B) · 7% below model fair value

Generali (G) · 41% below model fair value

Q2 2026, 2026-08-06: Gross written premium reached EUR 53.4 billion, up 5.8% from half year 2025, driven by both Life and Property Casualty.

The Hartford (HIG) · 54% below model fair value

Q3 2026, 2026-10-26: The acquired business adds approximately $500 million in annual premium and expands The Hartford's product portfolio to include dental and vision.

Abacus Global Management, Inc. (ABX) · 64% above model fair value

Q2 2026, 2026-08-06: Abacus Global Management, Inc. partnered with Manning and Napier to apply personalized lifespan modeling across $18 billion in assets managed.

Aflac (AFL) · 93% above model fair value

Brighthouse Financial (BHF) · 31% below model fair value

Q2 2025, 2025-08-08: Holding company liquid assets were over $900 million at June 30, which reflects the total asset requirement for the business.

Globe Life (GL) · 34% below model fair value

Q3 2026, 2026-10-21: Globe Life anticipates share repurchases in the range of $725 million to $775 million.

Lincoln Financial (LNC) · 31% below model fair value

Q1 2026, 2026-05-07: LNC expects sales this year to be in line with the average of the past several years as the company emphasizes its focus on RILA.

MetLife (MET) · 34% above model fair value

Q2 2026, 2026-08-06: MetLife announced a new $3 billion share repurchase authorization to reflect confidence in its capital generation and long-term outlook.

Prudential Financial (PRU) · 14% below model fair value

Q2 2026, 2026-08-07: Prudential Financial increased its expected pretax run rate benefits to $750 million by year-end 2028, up from the original target of $150 million in 2027.

Unum (UNM) · 38% above model fair value

Q2 2026, 2026-07-29: The company agreed to reinsure an additional $3.8 billion of long-term care reserves, representing a meaningful step in its credit and capital…

Allstate (ALL)

Q2 2026, 2026-08-05: Allstate's protection plans generated $1.4 billion in total revenue and over $80 million in the first six months of the year, growing more than 10x in size.

AMERICAN COASTAL INSURANCE Corp (ACIC) · 79% below model fair value

Q2 2026, 2026-08-05: ACIC reduced its first event hurricane retention from $49 million to $23.5 million before income tax effective August 1.

American Financial Group Inc. (AFG) · 7% below model fair value

Q2 2026, 2026-08-05: AFG expects to generate significant excess capital throughout the remainder of 2026, providing opportunities for acquisitions, special dividends, or…

Assurant (AIZ) · 17% below model fair value

Chubb Limited (CB) · 39% below model fair value

Q3 2026, 2026-10-20: Chubb Limited returned $1.6 billion in capital to shareholders for the quarter, consisting of $1.2 billion in share repurchases and $393 million in dividends.

Cincinnati Financial (CINF) · 48% below model fair value

Q3 2026, 2026-10-26: Cincinnati Financial's non-GAAP operating income was $443 million for the quarter, down $6 million from a year ago despite catastrophe losses being $146 million higher on an after-tax basis.

Hanover Insurance (THG) · 28% below model fair value

Q2 2026, 2026-07-29: The CAT occurrence program exhausts at $2.05 billion for all covered perils while maintaining a $200 million retention.

Loews Corporation (L) · 40% below model fair value

Q2 2026, 2026-07-30: Loews Corporation increased its share repurchase target to $2.1 billion this year, an increase of $200 million from its initial plan due to a strong balance sheet and growing free cash flow.

Markel (MKL) · 52% below model fair value

Q2 2026, 2026-07-30: Adjusted operating income fell to $436 million for the quarter compared to $578 million in the second quarter of 2025.

Old Republic International (ORI) · 35% below model fair value

Q2 2026, 2026-07-23: Pretax operating income rose year over year thanks to steady investment returns from a slightly larger base of invested assets.

Progressive Corporation (PGR) · 47% below model fair value

Q2 2026, 2026-08-04: Progressive became the largest U.S. personal auto writer in the trailing 12-month period by direct premiums written after capturing approximately 75% of total industry premium growth in 2025.

PZU SA (PZU)

Q2 2026, 2026-08-20: PZU set 2027 goals of over 3 billion PLN in revenue, representing a more than 60% increase, and a doubling of its EBITDA operating result.

RLI Corp. (RLI) · 4% above model fair value

Q2 2026, 2026-07-23: Total investments and cash reached approximately $4.9 billion at quarter end, representing the company's total liquidity position.

The Travelers Companies (TRV) · 43% below model fair value

Q3 2026, 2026-10-16: The Travelers Companies returned $1.8 billion of excess capital to shareholders during the quarter, which included $1.5 billion in share repurchases.

W. R. Berkley Corporation (WRB) · 32% below model fair value

Q3 2026, 2026-10-19: W. R. Berkley Corporation expects its reinsurance business to shrink at a rate between 10% and 20% for the foreseeable future.

Everest Group (EG) · 55% below model fair value

Q2 2026, 2026-07-30: Everest has deployed $1.5 billion toward share repurchases since January 2025, resulting in a reduction and returning capital to shareholders.

Reinsurance Group of America (RGA) · 35% below model fair value

Q2 2026, 2026-08-07: The company maintained a strong balance sheet ending the quarter with $2.2 billion of excess capital.

RenaissanceRe (RNR) · 76% below model fair value

Q2 2026, 2026-07-23: RenaissanceRe expects third-quarter other property net premiums earned of around $330 million and an attritional loss ratio in the mid-50s.

Assured Guaranty (AGO) · 72% below model fair value

Q2 2026, 2026-08-07: Assured Guaranty closed $152 million of PVP in the first half of 2026, a 48% increase compared to $103 million in the first half of last year.

AXIS Capital (AXS) · 62% below model fair value

Q2 2026, 2026-07-29: AXIS expects fee income from ACS to grow from nearly $4 million in the quarter to approximately $17 million for the full year.

Enact Holdings, Inc. (ACT) · 36% below model fair value

Q2 2026, 2026-08-05: Adjusted return on equity was 13% and new insurance written reached $15 billion, contributing to the total insurance figures for the quarter.

MGIC Investment Corporation (MTG) · 35% below model fair value

Q2 2026, 2026-07-30: MTG wrote $18 billion of new insurance in the second quarter.

Fundusz Hipoteczny Dom SA (FHD)

Q4 2025, 2026-03-20: Funding for the project was halted in April of last year, requiring the company to verify plans and adjust actions to the new situation.

United Wholesale Mortgage (UWMC) · over 200% above model fair value

Q2 2026, 2026-08-06: UWMC completed a capital raise of $2 billion plus, which is the largest capital raise the company has had.