Global Net Lease (GNL) came out with quarterly funds from operations (FFO) of $0.29 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to FFO of $0.33 per share a year ago.
Robotics is poised for robust growth in 2025. Watch NVDA, ISRG, SERV and PATH for potential market dominance across healthcare, manufacturing and mobility sectors.
GPN returns $446.3 million to its shareholders via repurchases in Q1.
Global Net Lease cut its dividend shortly after our article. The REIT is a class A value destroyer. The new dividend is also uncovered, and another big cut is lining up within a year.
Liberty Global's SOTP valuation offers a deep-value play, with gradual unlocking via buybacks. VMO2 and VodafoneZiggo face competitive challenges; VMO2 contributes significant dividends, while VodafoneZiggo's turnaround plan remains uncertain. Telenet's high CapEx impacts short-term FCF, but improvements are expected by 2026; Liberty Growth's portfolio is valued at $3.3 billion.
Apollo Global's stock has declined about 25% from its highs, despite a 20% gain over the past 12 months, presenting a potential value opportunity. Apollo's AUM grew 17% to $785 billion, with $43 billion in net inflows this quarter, supporting double-digit organic growth. The company's fee-related earnings were strong, with management fees up 18%, highlighting the resilience of its credit-focused asset management business.
Press Audio: SANTA BARBARA, Calif., May 05, 2025 – PRISM MediaWire – DRYWORLD Brands Inc. (OTC: IBGR) (the ‘Company'), a leading sportswear and performance brand, announced today a strategic global partnership with G3 Management, a leader in strategic consulting and commercial brand development.
S&P Global's strategic focus on core assets like credit ratings and index products, divestitures, and acquisitions optimizes operations and enhances shareholder value. Divesting OSTTRA and spinning off the Mobility division will unlock capital and allow S&P Global to focus on high-growth, high-margin businesses. The acquisition of ORBCOMM's AIS business strengthens S&P Global's supply chain and maritime offerings, positioning it for future growth amid trade uncertainties.
APO's first-quarter 2025 results are affected by a rise in expenses. However, an increased AUM balance acts as a tailwind.
CBOE's quarterly results reflect strong performance in Derivatives Markets, Data Vantage and Cash and Spot Markets.
Liberty Global Ltd. (NASDAQ:LBTYA ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President & Chief Financial Officer Lutz Schüler - Chief Executive Officer-Virgin Media Stephen van Rooyen - Chief Executive Officer, VodafoneZiggo Enrique Rodriguez - Executive Vice President & Chief Technology Officer Conference Call Participants Carl Murdock-Smith - Citigroup Robert Grindle - Deutsche Bank Polo Tang - UBS Steve Malcolm - Redburn Joshua Mills - BNP Paribas Ulrich Rathe - Bernstein Societe Generale Group Matthew Harrigan - Benchmark Company David Wright - Bank of America James Ratzer - New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by.
I reiterate a "Strong Buy" on Carrier Global Corporation, highlighting strong order growth, margin expansion, and a fair value of $83 per share. Carrier's 2% organic revenue growth and productivity optimization, along with cost synergies from Viessmann Climate Solutions, drive strong margin improvements. Carrier's pricing power mitigates tariff impacts, and high-single-digit order growth supports future revenue growth despite challenges in the Asia Pacific region.