The Tip Desk

Banking — page 3

Blackstone Fee-Related Earnings Rise 23% on AUM Growth

Fee-earning assets under management climbed 9% year-over-year to $937.6 billion in the first quarter.
Earnings · June 23, 2026

Fiserv and EquipmentShare Lead Heavy Insider Buying

Six Fiserv insiders and a cluster at EquipmentShare committed millions in open-market purchases this week.
Insider Signal · June 19, 2026

Regional Banks Shed Risk as Hospitality Recovers

United Community Banks is offloading its equipment finance arm to slash charge-offs and boost capital.
Financials Signal · June 18, 2026

Janus Henderson Faces Fee Compression Ahead of Take-Private Close

The asset management firm reported assets under management of $480 billion as it prepares to transition to a privately held company.
Earnings · June 18, 2026

CME Volumes Hit Record as Rates, Energy Surge

The exchange operator’s average daily volume jumped 32% sequentially to 36.2 million contracts in the first quarter.
Earnings · June 17, 2026

Capital One Credit Costs Ease as Card Delinquencies Fall

The credit-card lender’s domestic 30+ day delinquency rate improved 11 basis points to 3.33% in May.
Earnings · June 15, 2026

Concentrated Conviction at Horizon and Hamilton Lane

A surge in cluster buying highlights significant insider commitment across finance and healthcare.
Insider Signal · June 12, 2026

United Community Sells Navitas, Reshapes Loan Book

The $1.9 billion equipment-finance exit will cut net charge-offs in half and lift CET1 to 14.5%.
Earnings · June 12, 2026

Capital Recycling and Credit Divergence

Insurance and real estate firms are aggressively restructuring debt and portfolios while subprime lenders show a widening gap in credit quality.
Financials Signal · June 11, 2026

Healthcare Leads Surge in Off-Exchange ATS Mix

ATS share of stored off-exchange volume climbed across six industries for the week of June 8, 2026.
Off-Exchange Watch · June 9, 2026

Invesco AUM Rises to $2.45 Trillion on ETF Gains

Total assets under management increased 4.9% month-over-month to $2,453.9 billion as of May 31, 2026.
Earnings · June 9, 2026

Concentrated Conviction in Specialty Finance and Biotech

A surge of insider clusters across banking and therapeutics reveals targeted open-market buying.
Insider Signal · June 5, 2026

REITs and banks ride leasing strength, lower deposit costs

Smaller REITs and regional banks report rising rents, falling funding costs, and disciplined capital allocation this week.
Financials Signal · June 4, 2026

Fifth Third Projects 19% ROTCE Following Comerica Merger

The bank expects the acquisition to drive a 200-basis-point improvement in its efficiency ratio to the low-to-mid 50s by 2027.
Earnings · June 3, 2026

Healthcare Leads Surge in ATS Mix Across Six Industries

Off-exchange trading shifted heavily toward ATS venues during the week of June 1, 2026, led by a massive spike in Healthcare & Pharma.
Off-Exchange Watch · June 2, 2026

Wells Fargo NII Slips as Margin Pressures Mount

The San Francisco-based lender saw net interest income fall 2% sequentially to $12.1 billion in the first quarter.
Earnings · April 14, 2026