The Motley Fool

DECEMBER 4, 2024

The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF. Here's a look at the P/B ratios of top diversified banks and Warren Buffett-led Berkshire Hathaway. Bank of America 1.3 American Express 22.4 Goldman Sachs 17.9

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Mutual Funds Investment Banks 245

The Motley Fool

AUGUST 25, 2024

Riley Financial B. Riley Financial (NASDAQ: RILY) is a Los Angeles-based financial services company. It focuses on investing in and acquiring companies. Riley also operates subsidiaries that provide asset management, brokerage, direct lending, investment banking, wealth management, and other services.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Investment Banking 246

The Motley Fool

APRIL 28, 2024

HTGC Net Interest Income (Quarterly) data by YCharts Over the last 10 years, Hercules stock has a total return of 275%. Not only does this emphasize the importance of reinvesting dividends , but it also highlights that Hercules has been a lucrative investment over the long run. yield and prepare to hold for the long-run.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

SEPTEMBER 9, 2024

Taking a look at SoFi's entire business SoFi breaks its business down into three primary segments: lending, technology, and financial services. Investment banks including Goldman Sachs , Bank of America , JP Morgan , Wells Fargo , Morgan Stanley , and Citigroup are all forecasting a rate cut in September.

Banks 246

Banks Financial Services Leveraging Prospects 246

The Motley Fool

DECEMBER 13, 2023

Since the start of 2022, Bank of America has delivered negative returns of 27%, compared to the S&P 500 index, which remained flat during the same period. If you're considering buying Bank of America stock today, here are four things you'll want to consider. bank and offers a variety of financial services With over $2.5

Banks 223

Banks Investment Banks Investment Banking Assets 223

The Motley Fool

DECEMBER 12, 2024

Shares of the member-centric consumer bank SoFi Technologies (NASDAQ: SOFI) have been soaring. Investment-bank analysts aren't convinced the underlying business has grown fast enough to support its lofty new valuation. In early 2023, the company's financial services segment was still losing money.

Banks 241

Banks Financial Institutions Investment Banks Investment Banking 241

The Motley Fool

JUNE 17, 2023

and overseas bank failures created a hostile investing climate for all financial-services companies. If you have an investing timeline of a year or less, there is little to motivate you to buy this stock at current levels in this uncertain market. However, this investment bank has plenty to like over the long term.

Mergers and Acquisitions 130

Mergers and Acquisitions Investing Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 6, 2023

Riley Financial's lofty 17.3% Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The company was a big beneficiary of the blistering investment activity seen in 2021. Riley Financial wasn't one of them!

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

Private Equity Insights

MAY 21, 2024

Discover the advantages of a relationship bank providing leverage on both fund and portfolio level, optimizing your investments for maximum returns. They enhance Internal Rate of Return, provide funding certainty in competitive situations, or cater for additional investments.

Leveraging 130

Leveraging Finance Financing Banks 130

The Motley Fool

JANUARY 16, 2025

Multinational investment bank and financial services giant Morgan Stanley (NYSE:MS) delivered an impressive performance in its fourth quarter of 2024. Return on tangible equity 20.2% - 8.4% It provides a broad range of investment banking , securities, wealth management, and investment management services worldwide.

Investment Banks 130

Investment Banks Investment Banking Banks Assets 130

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

AUGUST 18, 2023

When one thinks of prestigious, white-shoe, Wall Street investment banks, Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS) are often the first two firms that come to mind. They've been around a long time and remain two of the largest and most successful financial services institutions in the world.

Investment Banks 130

Investment Banks Investment Banking Banks Assets 130

The Motley Fool

JULY 15, 2023

But as a long-term investor, I've learned that the more important thing to know is that bull markets, on average, last longer than bear markets, and they generate higher returns than bear markets do losses. Two market leaders There are some key attributes that these two financial-services giants share that make them good bull-market buys.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banks 130

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 3, 2024

Maybe it's a combination of a resilient economic backdrop, solid financial results, and the expectation of the Federal Reserve lowering interest rates. In the past 24 months, shares of this money-center bank have produced a total return of 106%. And in this scenario, JPMorgan Chase could see investment banking activity decline.

Banks 130

Banks Prospects Financial Services Investment Banking 130

The Motley Fool

FEBRUARY 13, 2025

Rather, he helped transform Berkshire Hathaway into a financial powerhouse by taking positions in globally recognized companies that generate steady cash flow. One of Buffett's favorite industry sectors throughout his career has been financial services. How is Moody's using AI?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Financial Institutions Financial Services 130

The Motley Fool

MAY 5, 2024

Numbers from Dealogic indicate that total M&A deals were up 30% year over year during the first quarter of 2024, driving 14% growth in total investment banking fees during the same three-month stretch. Bank of America's Q1 investment banking revenue improved to the tune of 27%.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banks 130

The Motley Fool

JULY 9, 2023

If so, investment bank analysts on Wall Street can think of a few they'd like you to consider. Unfortunately, treatment with exa-cel involves harvesting stem cells and modifying their genetic information before returning those cells to a patient's bone marrow. Analysts think it can start to bounce back.

Conglomerates 130

Conglomerates Financial Services Investment Banking Investment Banks 130

The Motley Fool

APRIL 19, 2024

Bank of America: Diversified global banking Just under 30% of Li Lu's portfolio of United States stocks (foreign stock holdings are not required to be publicly reported) is in Bank of America. One of the largest banks in the world offers individuals and commercial customers a diversified set of financial services.

Portfolios 130

Portfolios Banks Shareholders Capital 130

The Motley Fool

JULY 9, 2024

Among bank stocks , it's a distant fourth place. Here's a rundown of the bank stocks Berkshire still owns and the market value of each: Bank Value of Berkshire's Investment Bank of America $41 billion American Express $35 billion Citigroup $3.5 billion Ally Financial $1.2 billion Capital One $1.7

Capital 100

Capital Banks Financial Services Stakes 100

The Motley Fool

JULY 9, 2024

Shares of JPMorgan Chase (NYSE: JPM) have created wealth for investors, delivering a 20% return this year and even outperforming the S&P 500 index thus far in 2024. There's a lot to like about the megabank, which has benefited from resilient economic conditions and climbing financial asset prices.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

MARCH 14, 2024

Supporting this thesis, Morgan Stanley , a major investment bank and financial services company, has stated that the eVTOL industry could reach a $45 billion valuation as soon as 2030 and a $1 trillion valuation by 2040. However, I'm not investing in this innovation-centric growth stock for a swift return.

Prospects 130

Prospects Investment Banks Investment Banking Financial Services 130

The Motley Fool

MAY 29, 2024

Cash App is equally popular, providing user-friendly digital services to manage money. It's known for its peer-to-peer payment services, but it now also offers investments, bank accounts, and more. The 10 stocks that made the cut could produce monster returns in the coming years.

Accounting 130

Accounting Investment Banking Investment Banks Finance 130

The Motley Fool

JANUARY 16, 2025

Business Overview and Key Success Factors Bank of America provides a wide range of banking and financial services across several segments, including Consumer Banking, Global Wealth and Investment Management, Global Banking, and Global Markets. YOY = Year over year. Net income for the segment was $1.2

Banks 130

Banks Asset Management Management Fees Assets 130

The Motley Fool

FEBRUARY 25, 2024

And yet, Bank of America is clearly something of a standout within the banking industry. It managed to add 130,000 new consumer checking accounts last quarter, and brought in 40,000 new brokerage and private-banking customers. The 10 stocks that made the cut could produce monster returns in the coming years.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

The Motley Fool

AUGUST 27, 2023

Nearly 38% of Buffett's portfolio is invested in one sector if Apple is left out of the mix. Ten of those stocks are in the financial services sector. Stock % of Portfolio With Apple Included % of Portfolio Excluding Apple Bank of America (NYSE: BAC) 8.5% Capital One Financial (NYSE: COF) 0.4% Visa (NYSE: V) 0.6%

Portfolios 100

Portfolios Exchange-Traded Funds Banks Financial Services 100

The Motley Fool

JANUARY 10, 2024

The major banks are also suffering from weak capital markets impacting their other divisions. This hurts the investment banking segments of the major banks. The outlook for Bank of America, PNC, and Wells Fargo The banking sector is full of bellwethers that reflect broader economic health.

Banks 130

Banks Initial Public Offering Shareholders Investment Banking 130

The Motley Fool

SEPTEMBER 18, 2024

Led by longtime Chief Executive Officer Jamie Dimon, the company is a powerhouse in numerous segments of banking, including but certainly not limited to commercial lending, investment banking, and credit card issuance. banks, which also includes Bank of America , Citigroup , and Wells Fargo.

Banks 100

Banks Investment Banks Investment Banking Assets 100

The Motley Fool

JANUARY 17, 2025

Shares of the next-generation financial services company were popular following a settlement deal with a regulator, not to mention several glowing analyst notes on its business. Michael Cyprys of Morgan Stanley added the stock to the investment bank's Financials' Finest list as being a very attractive pick in that sector.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Investment Banks Investment Banking Financial Services 100

The Motley Fool

JULY 11, 2023

Powerhouses like Bank of America (NYSE: BAC) and Wells Fargo (NYSE: WFC) are the usual go-to names. Bank just doesn't have as many profit levers to pull as its larger peers do. It's not a major investment bank, for instance. Bancorp just boasts better banking metrics U.S. trillion in assets versus U.S.

Banks 100

Banks Investment Banks Investment Banking Assets 100

The Motley Fool

OCTOBER 21, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $845,679 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Ricky Mulvey: We've got big themes from big bank earnings.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

AUGUST 18, 2023

Another factor to consider is that, when matched against its peers, Wells Fargo doesn't have a muscular investment banking operation helping to power its fundamentals higher (and provide financial cushioning for rainy days). 10 stocks we like better than Wells Fargo When our analyst team has a stock tip, it can pay to listen.

Banks 100

Banks Investment Banking Investment Banks Financial Services 100

The Motley Fool

OCTOBER 11, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. We continue to hire proven leaders in our corporate investment bank.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 24, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $855,238 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

The Motley Fool

JULY 30, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $683,777 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130