The Tip Desk

Banking — page 3

Home BancShares Raises Dividend After Record Third-Quarter Profit

Net income hit a company record $129.5 million, or $0.65 a share, as the cash dividend rose to $0.23 a share.
Earnings · October 14, 2026

Microcap Insider Buying: Week Ending October 9, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 11, 2026

Insider Buying: Week Ending October 9, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 11, 2026

Microcap Insider Buying: Week Ending October 2, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 5, 2026

Insider Buying: Week Ending October 2, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 5, 2026

Zombie firms transmit weaker growth across borders

Zombie firms in emerging Asia depress growth and inflation abroad through global value chains, illustrating how international production links transmit domestic economic weakness.
Central Banking · October 3, 2026

WesBanco Sets Third-Quarter Call After June Results

The Wheeling holding company said third-quarter results are due after the close on October 21, with a call on October 22.
Earnings · October 2, 2026

NetApp Agreed to Break Out All-Flash Revenue After SEC Pressure

The company promised clearer storage-category revenue and profit disclosures, defending its accounting treatment and declining to quantify an immaterial product-mix effect on costs.
SEC Correspondence Focus · October 1, 2026

Johnson Controls Agreed to Expand Orders and Backlog Disclosure

The SEC pressed for fuller discussion of demand metrics and clearer treatment of segment profit measures, extending a dialogue that had already prompted repeated disclosure corrections.
SEC Correspondence Focus · October 1, 2026

Costco Pledged Fuller Cash-Flow Explanations After SEC Push

Costco promised to explain how inventory turnover and supplier terms affected cash generation after SEC staff sought more detail on changes in operating cash flow.
SEC Correspondence Focus · October 1, 2026

Salesforce, Apple, and NVIDIA Spend Cash on Share Repurchases

JPMorgan Chase and Bank of America also reported common-share buyback cash in the same calendar quarter.
Quarterly Buybacks · September 26, 2026

GameStop Insiders Buy $26.8 Million of GME Stock

Eleven issuers drew two or more distinct insider open-market buyers in the week ending 2026-09-24.
Insider Signal · September 25, 2026

IMF: Ghana’s Stabilization Leaves Banking Risks Elevated

IMF staff identifies lingering banking and fiscal risks in Ghana, coal-linked revenue shortfalls in Mongolia, and infrastructure constraints in Guatemala.
Central Banking · September 13, 2026

GameStop Insiders Bought $21.7 Million of Stock

Four GameStop insiders added 1.07 million shares in a week, the largest cluster of the period.
Insider Signal · September 11, 2026

SEC Pressed Stanley Black & Decker on Non-GAAP Charge Labels

Stanley Black & Decker revised how it describes and discloses years of supply-chain restructuring costs after SEC staff repeatedly challenged which charges belonged outside GAAP earnings.
SEC Correspondence Focus · September 7, 2026

SEC Pressed Cooper Companies on Non-GAAP Gross Profit, Tax Adjustment

A year-long comment-letter dialogue pushed Cooper Companies to defend and eventually narrow its non-GAAP presentations while adding new segment and disclosure detail.
SEC Correspondence Focus · September 6, 2026

SEC Presses Coeur Mining on Non-GAAP Adjustments at Rochester, Las

Staff pushed Coeur Mining through months of comment letters over inventory-related add-backs to Adjusted EBITDA, forcing new disclosure but no retreat on the underlying adjustments.
SEC Correspondence Focus · September 6, 2026

SEC Pressed Air Products on Tax-Rate Math, Uzbekistan Deal

Across letters spanning 2022 to 2026, the SEC pushed Air Products to reconcile a $695 million tax benefit and to justify treating a $1 billion Uzbekistan facility purchase as a loan rather than a sale.
SEC Correspondence Focus · September 6, 2026

RBC Posts Record $6.0 Billion Net Income

Wealth Management net income rose 32% year-over-year as fee-based client assets lifted the Canadian lender's $8.7 billion pre-provision, pre-tax earnings.
Global Banks · August 31, 2026

Getty Investors Form Capital-Solutions Group With KED

Getty Investments and KED acknowledged a Section 13(d)(3) group on August 25, 2026, as Getty Images weighs financing alternatives.
Stake Watch · August 28, 2026

Stilwell Group Adds Letter Amendment at Wheeler REIT

The activist group reported a 49.99% stake in the real estate investment trust after new side agreements.
Stake Watch · August 25, 2026

Chemours and Chiron Lead Weekly Insider Buying Clusters

Six distinct insiders at Chemours and a $2.5 million commitment at Chiron Real Estate headline a week of concentrated open-market activity.
Insider Signal · August 14, 2026

UBS Investment Bank Revenues Hit Record 3.7 Billion

The global wealth manager reported a 31% year-over-year increase in investment bank revenues driven by a 53% surge in equities.
Global Banks · August 13, 2026

Standard Chartered Wealth Income Accelerates as Retail Profit Rises

Wealth Solutions income climbed 38% to a record $2.11 billion in the half.
Global Banks · August 13, 2026

State Bank of India NII Rises 14.88% on Loan Growth

Net interest income for the lender reached ₹46,992 crores in the first quarter of fiscal 2027.
Global Banks · August 13, 2026

Royal Bank of Canada Sells Moneris Stake for $1 Billion

The bank returned $3.1 billion to shareholders in the third quarter as net income rose 23% to $5.4 billion.
Global Banks · August 13, 2026

NatWest Margin Expansion Persists as Loan Growth Accelerates 45%

NatWest Group's net interest margin widened to 2.48% in H1 2026 even as net loans jumped £17.0bn, more than 45% faster than the prior year's pace.
Global Banks · August 13, 2026

MUFG Profit Surges 48% as Net Interest Income Climbs on Rising Rates

Japan's largest bank by assets reported ¥809.4 billion in first-quarter profit, up 48.2% year-over-year, as net interest income swelled 27.7%.
Global Banks · August 13, 2026

Itaú Margin Growth Accelerated as Lending Rebounded

Managerial financial margin rose 3.6% from Q1 to R$33.49 billion as credit growth resumed.
Global Banks · August 13, 2026

Hana Financial Group Fee Income Surges 22.7% in Second Quarter

Asset management and M&A advisory fees drove group fee income to 819.6 billion won in the second quarter.
Global Banks · August 13, 2026

DBS Wealth Fees and Markets Trading Offset NIM Squeeze in Q2

DBS Group Holdings (DBS) posted a record $3.08 billion in second-quarter net profit even as its net interest margin slipped to 1.87%, with wealth-management fees up 42% year over year filling the gap.
Global Banks · August 13, 2026

CBA Accelerates Interest Income as Lending Broadens

Net interest income increased 7% as average interest-earning assets grew by A$92 billion.
Global Banks · August 13, 2026

CaixaBank Raises Interest Income as Margin Narrows

Second-quarter net interest income rose 2.5% to €2.729 billion despite higher funding costs.
Global Banks · August 13, 2026

BBVA Net Interest Income Rises 2.1% on Spanish Spread Growth

The global financial services group saw net interest income reach €7,627 million in the second quarter.
Global Banks · August 13, 2026

Banco do Brasil's Credit Costs Ease as Capital Ratio Slips Further

Banco do Brasil's cost of credit fell 2.1% quarter over quarter to R$18.5 billion in the second quarter, even as its CET1 ratio slid another 32 basis points to 11.27%.
Global Banks · August 13, 2026

Woori's Provisions Jump 42% as Profit Falls 15%

Woori Financial Group (WF) booked KRW 1,162,903 million in credit-loss provisions for 2025, up 41.6% from a year earlier, dragging net income attributable to owners down 14.8% to KRW 2,589,646 million even as net interest income and deposits both grew.
Global Banks · August 9, 2026

UBS Profit Surges 53% as Investment Bank Posts Record Revenue Year

The Swiss lender's full-year net profit reached $7.8 billion as underlying return on CET1 capital climbed to 13.7%, up from 8.7% a year earlier.
Global Banks · August 9, 2026

Truist Cuts Funding Costs as Full-Year Lending Expands

Deposit interest expense fell 10.2% to $7.05 billion in 2025, supporting higher net interest income.
Global Banks · August 9, 2026

Shinhan Financial Group Raises Treasury Stock Acquisitions to KRW 1.25 Trillion

The South Korean financial holding company increased treasury stock acquisitions to KRW 1,250,001 million in FY 2025.
Global Banks · August 9, 2026

Schwab's Funding Costs Fall, Driving Record Revenue and Margin

Charles Schwab's net interest margin expanded 62 basis points to 2.74% in 2025 as funding costs fell to 0.88%, powering record net revenues of $23,921 million.
Global Banks · August 9, 2026

Santander NII Rises 3.7% as Falling Deposit Costs Offset Lower Interest Income

The Spanish lender's net interest income reached €11.0 billion in Q1 2026, up 3.7% year-over-year, as a 6.9% drop in interest expense more than countered a decline in interest income.
Global Banks · August 9, 2026

NatWest Widens Margin as Lending Accelerates

Net interest margin expanded 21 basis points to 2.34% as customer lending increased.
Global Banks · August 9, 2026

KB Financial Group Boosts Fee Income as Loan Base Expands

Net fee and commission income rose to W 1,359,329 million for the period ended March 31, 2026.
Global Banks · August 9, 2026

Itaú's Client Margin Growth Outpaces Guidance as Capital Ratio Slips

Itaú Unibanco's financial margin with clients grew 12.1% in 2025 to R$121.1 billion, beating the top of its own guided range even as the CET1 ratio fell 140 basis points to 12.3%.
Global Banks · August 9, 2026

CIBC Posts 17% Adjusted Earnings Growth in Fiscal 2025

Canada's fifth-largest bank reported adjusted earnings of $8.5 billion for fiscal 2025, a 17% increase over the prior year.
Global Banks · August 9, 2026

Scotiabank Expects CAD $77 Million Q2 Contribution From KeyCorp Stake

The Canadian lender's roughly 14.9% ownership in KeyCorp is projected to contribute approximately CAD $85 million on an adjusted basis in the second quarter of 2026.
Global Banks · August 9, 2026

Bradesco Capitalizes R$6.67 Billion Legal Reserve, Strengthens Equity Base

Brazil's largest private-sector bank allocated R$14.5 billion to interest on shareholders' equity for fiscal 2025 while boosting share capital to R$93.77 billion.
Global Banks · August 9, 2026

Insiders Buy Into Boston Scientific Restructuring

Three Boston Scientific executives added $9.3 million in shares as the company accelerates cost reduction initiatives.
Insider Signal · August 7, 2026

Diamondback Energy sells mineral interests to Viper Energy

The companies entered a definitive purchase agreement for royalty interests in exchange for units and Class B common stock.
Stake Watch · August 6, 2026

CD&R Adjusts Stake Following Resideo Spin-Off

The investor exchanged preferred shares and extended lock-up restrictions as Resideo separated its global specialty distributor segment.
Stake Watch · August 5, 2026