Investment Banking and Brokerage

Jefferies Reports Fiscal Year 2025 Revenue Above Expectations

Robinhood CTO Disposes of Common Stock

Houlihan Lokey Inc. Publishes Investor Presentation

Robinhood aims to offer some SpaceX shares to retail investors in IPO

Houlihan Lokey Reports Q3 Revenue and Earnings Above Estimates

Ryder Shares Q1 2026 Financial Report

Robinhood Announces on X Platform It Is Testing New Features Including Full-Service Tax and Estate Planning

Robinhood CEO Announces Plans for 24/7 Stock Token Trading and DeFi Services

Reports Indicate Significant Insider Selling at Robinhood

Stifel Financial Corp. Reports Q4 2025 Earnings and Announces Stock Split

Needham Reiterates Buy Rating on Robinhood, Maintains $135 Price Target

Davos 2026: US Reaffirms Digital Asset Strategy as TradFi Accelerates Web3 Integration

TipRanks Analysis: Robinhood Stock Pullback Opens the Door for Quant Options Trading

The Federal Reserve will announce its interest rate decision, potentially impacting market volatility and Robinhood's trading revenue.

News analysis suggests retail investor power remains strong five years after the GameStop frenzy, which is a positive for Robinhood.

Zacks Analysis: Robinhood Evolves From Discount Broker to Fintech Powerhouse

Moelis to Release FY2025 Q4 Earnings on February 4, 2026, After-Market EST; Forecast Revenue USD 435.06 M, EPS USD 0.7159

Evercore to release FY2025 Q4 earnings on February 4, 2026 Pre-Market EST, forecast revenue USD 1.123 B, EPS USD 3.8414

Analyst Suggests Robinhood's Growth Drivers May Be Unsustainable

Robinhood Crypto lists the Pyth Network (PYTH) token for trading

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Tian Ruixiang

ENvue Medical

LINKERS INDUSTRIES LIMITED

Smart Logistics Global

Lottery.com

Namib Minerals

Bio-Key

PicoCELA

Murano Global BV

Propanc Biopharma

RJF-B

Jan 28 (Reuters) - Raymond James Financial Inc:* RAYMOND JAMES FINANCIAL INC QTRLY ADJUSTED EPS $2.86* RAYMOND JAMES FINANCIAL INC - Q1 REVENUES OF $3.74 BILLION - SEC FILING Further company coverage:((

Reuters

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

Raymond James Financial

Raymond James Financial Q1 Revenues Of $3.74 Billion

The company’s wealth management unit posted strong growth and record assets of nearly $1.8 trillion.

Raymond James wealth unit shines in weak quarter for investment bank business

FNCL

SNEX

StoneX Group Inc. (NASDAQ: SNEX) will announce its fiscal 2026 first quarter earnings on February 4, 2026, after market close. A conference call to discuss the results will take place on February 5, 2026, at 9:00 a.m. ET. The call will be accessible via a live web cast, and a replay will be available for those unable to attend. StoneX operates a global financial services network, serving over 80,000 clients and 400,000 retail accounts worldwide.

StockTitan

VG Financial

Financial Select Sector SPDR Fund

Fidelity MSCI Financials Index

StoneX

ISHRS Us Brokers & Sec Exchg

StoneX Group Inc. to Announce 2026 Fiscal First Quarter Earnings on February 4, 2026 | SNEX Stock News

HOOG

HOOX

HOOD

ROBN

Robinhood Markets Inc :ROBINHOOD TO VIE FOR KEY RETAIL ROLE IN MEGA SPACEX IPO - BLOOMBERG NEWS

Leverage Shares 2X Long HOOD Daily ETF

Defiance Daily Target 2X Long HOOD ETF

Robinhood

T-Rex 2X Long HOOD Daily Target ETF

Robinhood to vie for key retail role in mega Spacex IPO - Bloomberg News

LB filings

Jefferies Financial

Jefferies Financial | 10-K: FY2025 Revenue Beats Estimate at USD 10.82 B

Jefferies reported FY net revenues of USD 7.3 billion, with fixed income net revenues declining 22% to USD 909.9 million for the year ending November 30, 2025. The decrease was attributed to lower global activity and volatility in credit spreads, affecting the trading environment. While the global structured solutions business performed strongly, results in distressed trading, municipals, emerging markets, corporates, and rates were lower.

Jefferies Reports FY Net Revenues of USD 7.3 Billion, Fixed Income Net Revenues Down 22 Percent to USD 909.9 Million

Earnings Flash (RJF) Raymond James Financial, Inc. Posts Q1 Adjusted EPS $2.86 per Share, vs. FactSet Est of $2.83

marketscreener

Earnings Flash (RJF) Raymond James Financial, Inc. Posts Q1 Adjusted EPS $2.86 per Share, vs. FactSet Est of $2.83

Raymond James Financial, Inc. (NYSE: RJF) posted a total revenue of $3.74 billion and net income attributable to common shareholders of $562 million in the first quarter of the fiscal year that concluded on December 31, 2025. After excluding $15 million in expenses related to acquisitions, the adjusted net income available to common shareholders was $577 million, or $2.86 per diluted share.

Unusual Whales

Raymond James Financial reports $3.74B in Q1 revenues and $562M in net income, $577M adjusted net income.

KBWB

Jefferies Financial Group has raised its price target for Western Alliance Bancorporation (NYSE:WAL) from $105.00 to $110.00, maintaining a "buy" rating. This new target suggests a potential upside of 23.93% from the previous close. Other analysts have also provided ratings, with a consensus rating of "Moderate Buy" and an average target price of $103.13. The stock traded down 0.8% to $88.76, with a market cap of $9.77 billion and a P/E ratio of 10.97. The company reported strong quarterly earnings, exceeding estimates with $2.59 EPS.

Market Beat

SPDR S&P Bank Etf

Western Alliance Bancorp

Invesco KBW Bank

SPDR S&P Region Bank

Western Alliance Bancorporation (NYSE:WAL) Price Target Raised to $110.00

$Robinhood(HOOD.US)The way Robinhood is integrating crypto and traditional finance is exactly what the younger generation of investors wants. Their move to tokenize assets and launch a dedicated blockchain network is a massive step forward for the industry.I like that they are finding new ways to monetize their massive user base without relying solely on trading commissions. As a long-term holder, I feel very confident about the strategic direction management is taking this year.@Bridge Buzz SG

$Robinhood(HOOD.US)I am holding Robinhood because they are successfully moving beyond just stock trading. Their new focus on prediction markets and AI-powered tools like Cortex is really impressive and shows they know how to keep users engaged.@Bridge Buzz SG

$Tesla(TSLA.US) $Robinhood(HOOD.US) $Rocket Lab(RKLB.US) $iShares Bitcoin Trust ETF(IBIT.US)

Rocket Lab

Rocket

Sandisk

NVIDIA

Tesla

iShares Bitcoin Trust ETF

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

Standard BioTools

Which sectors/securities do these investors prefer in 2026?

$Recursion Pharmaceuticals(RXRX.US)$Tesla(TSLA.US)$Robinhood(HOOD.US)$Rocket Lab(RKLB.US)$Taiwan Semiconductor(TSM.US)$Netflix(NFLX.US)All rise! President Trump has made a grand vow to double in the short term. I choose to believe, not in the numbers, but in the direction! Just do it!

Taiwan Semiconductor

Netflix

Recursion Pharmaceuticals

Schwab

Below is Dolphin Research's FY25 Q4 earnings call Trans for $Charles Schwab(SCHW.US). For the earnings analysis, please see 'Charles Schwab: A financial veteran's steady happiness'.I. Key metrics recap 1) 2025 full-year core NNA: $519bn (+42% YoY). New brokerage accounts: 4.7mn (+13% YoY).Solutions growth hit a record, with AUM net inflows up 36% YoY, an all-time high. Bank loan balance: $58bn...

Charles Schwab

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

SCHW (Trans): Key moves this year in digital assets and alts.

Some names that have reported already in January and are up over 4% today include $Simmons First National(SFNC.US) $Interactive Brokers(IBKR.US) $Citizens Financial(CFG.US) $BRC(RILY.US) $Fifth Third Bancorp(FITB.US) $Neogen(NEOG.US) $Old Natl Bancorp(ONB.US) $Fastenal(FAST.US) $First Horizon(FHN.US) $Regions Financial(RF.US) $Zions Bancorp(ZION.US) $M&amp;T Bank(MTB.US)Source: Sunrise Trader

Citizens Financial

Fastenal

Simmons First National

First Horizon

CITIZENS FINANCIAL GROUP INC 5% DEP SHS EA REP 1/40TH NON CUM SER E

CITIZENS FINANCIAL GROUP INC DEP SHS REPSTG 1/40TH PERP PFD SER H

B Riley Financial Pref Share RILYL 7.375 Perp 09/04/25 B

B Riley Financial Pref Share RILYP 6.875 Perp 10/07/24

FIRST HORIZON CORPORATION DEP SHS REP 1/400 NON CUM PER PFD SER C

FIRST HORIZON CORPORATION 6.50% DEP SHS REP 1/4000 PER PFD SER E

FIRST HORIZON CORPORATION DEP SHS REPSTG 1/4000TH PERP PFD SER F

Fifth Third Bancorp

Zions Bancorp

M&T Bank

Interactive Brokers

Neogen

Old Natl Bancorp

Regions Financial

$Robinhood(HOOD.US) daily chart showing some potential reversal signs. With our current market environment a confirmation tomorrow or soon at end of day likely needed. I own this in the $46 area and only have let it rides. on it. I have taken rungs of the ladder from the let it rides and still have some. I have given up some good coin but still like the potential in the days/weeks/months ahead.Source: Sunrise Trader

$Charles Schwab(SCHW.US) Q4 stayed steady and broadly in line. Revenue was a slight miss, mainly on lower BDA fees, but tight expense control drove an earnings beat.Notably, the core operating metrics tracked by Dolphin Research were solid and above Street expectations. They point to stable organic growth at Schwab. Key takeaways below.1) Two key metrics — NNA (net new assets) and NIM (net interest margin). At this stage, if you boil Schwab’s biz. down, the single most important lens is net additions to client assets...

Investment Banking and Brokerage(IN00320.US)