The Tip Desk

Banking — page 3

Axos Loan Growth Slows, Deposits Jump on Jenius Deal, Credit Costs Ease

Net interest income rose 13.5% to $317.9 million at Axos Financial (AX) even as loan growth decelerated for a third straight quarter and CET1 slipped to 11.76%.
Earnings · July 31, 2026

Ares Fee Earnings Jump 20% as AUM Hits Record $671 Billion

Fee Related Earnings at Ares Management (ARES) climbed 20% to $491.1 million in the second quarter, even as management-fee growth cooled to 14% from the 25% pace set earlier in the year.
Earnings · July 31, 2026

Santander, SocGen Both Lean on Disposals to Move the Numbers

Portfolio sales, not underlying business performance, drove the one-off capital and cost moves at both reporting global systemic banks this quarter.
Global Banks · July 30, 2026

KKR's Fee Related Earnings Jump 37% as Fundraising Hits Record $34 Billion

KKR (KKR) grew fee related earnings 37% year over year to $1.2 billion in the second quarter as new capital raised hit a record $34 billion and assets under management climbed to $796 billion.
Earnings · July 30, 2026

First Busey's Margin Cools as Deposits Surge, Buybacks Widen

First Busey's adjusted net interest margin slipped 2 basis points to 3.62% in the second quarter even as deposits grew at an 11% annualized clip and the bank leaned harder into share repurchases.
Earnings · July 29, 2026

Policy Rates Diverge as the ECB Cuts and the Fed Holds

Two central banks moved in different directions in the same week, and the spread is now at its widest in two years.
Central Banking · July 25, 2026

Sector Funds Saw Their Largest Weekly Outflow Since March

Money left sector-specific equity funds while broad-market vehicles took in cash — a rotation, not a withdrawal.
Fund Flow Watch · July 24, 2026

Elevance Health Insiders Lead Weekly Buying Clusters

Concentrated open-market purchases emerged across six companies, led by a $1.4 million commitment at Elevance Health.
Insider Signal · July 24, 2026

Greene County Bancorp's Margin Widens to 2.86% as Loans Outrun Deposits

Net interest margin expanded 49 basis points to 2.86% at Greene County Bancorp, powering a third straight quarter of record net income even as deposit growth slowed to 2.8%.
Earnings · July 24, 2026

Flagstar Ends Margin Expansion as Commercial Loans Grow

Net interest margin slipped 2 bps to 2.13% as lower asset yields outweighed cheaper funding.
Earnings · July 24, 2026

Customers Bancorp's Margin Bottoms as Reserve Cushion Thins

Customers Bancorp (CUBI) grew net interest income to $193.4 million in the second quarter even as its net interest margin fell to a 3.17% trough and reserve coverage of nonperforming loans slid to 293% from 337%.
Earnings · July 24, 2026

Volume Growth Carries Global Systemic Banks, Costs Split

Balance growth lifted eight of the season's eleven reporting global systemic banks, while a smaller cluster wrestled with rising costs and normalizing credit in the same breath.
Systemic Banks Monitor · July 23, 2026

QCR Holdings' LIHTC Pipeline Drives Fee Income as Balance Sheet Shrinks

QCR Holdings (QCRH) generated $26.1 million in capital markets revenue for the first half of 2026 even as total loans held near $7.0 billion following planned runoff and a wave of LIHTC securitizations.
Earnings · July 23, 2026

Old National's Margin Pressure Eases as Loan Growth Reaccelerates

Old National Bancorp (ONB) held net interest margin nearly flat at 3.54% in the second quarter while period-end loans grew 8.3% annualized to $50.8 billion.
Earnings · July 23, 2026

Huntington Grows Loans as Deposit Costs Pinch Margin

Net interest income rose 9% QoQ to $2.052 billion as loan growth outweighed modestly higher funding costs.
Earnings · July 23, 2026

Fulton Financial's Margin Holds Up as Blue Foundry Deal Closes

Fulton Financial (FULT) grew net interest income to $284.3 million in the second quarter as the Blue Foundry Bancorp acquisition padded loan and deposit totals while organic commercial lending kept softening.
Earnings · July 23, 2026

First Citizens' Margin Stabilizes as Reserve Release Lifts ROA to 1.15%

First Citizens Bancshares (FCNCA) posted its first sequential net interest income gain in three quarters, with net interest margin edging up 1bp to 3.10% after back-to-back quarters of compression.
Earnings · July 23, 2026

First Bancorp's NIM Hits 4.87% as Deposit Mix Shifts Wholesale

First Bancorp's net interest margin expanded 12 basis points to 4.87% in the second quarter, its fifth straight quarterly gain, even as core deposit growth stalled and government and brokered funding filled the gap.
Earnings · July 23, 2026

Blackstone's Fee Earnings Jump 22% as Perpetual Capital Expands

Blackstone (BX) reported fee related earnings of $1.8 billion, up 22% year over year, as perpetual capital vehicles grew to 48% of fee-earning assets and the firm raised its quarterly dividend 11% to $1.29 a share.
Earnings · July 23, 2026

A Consent Order Lands on a Regional Lender's BSA Program

The order caps asset growth until remediation is certified — a constraint that binds strategy, not just compliance.
Legal Watch · July 22, 2026

Passive Ownership Shifts in Index Holdings

Recent data shows significant changes in the share of reported holdings held by passive funds.
Passive Ownership Watch · July 22, 2026

Northern Trust Raises Dividend as Net Interest Income Climbs

The custody-and-asset-management franchise reported a 1.81% net interest margin and a 10% increase to its quarterly dividend.
Earnings · July 22, 2026

KeyCorp Lifts Interest Income as Margin Gains Slow

Taxable-equivalent net interest income rose 2.3% sequentially to $1.258 billion.
Earnings · July 21, 2026

Ally's Margin Widens as Auto Mix Shifts Toward Safer, Lower-Yield Loans

Net interest margin excluding core OID expanded 11 basis points to 3.63% in the second quarter as Ally Financial (ALLY) leaned harder into higher-credit-tier auto originations even as retail deposits shrank $2.6 billion.
Earnings · July 21, 2026

Zions' Margin Holds at 3.27% as Credit Costs Collapse and Buybacks Resume

Zions Bancorporation (ZION) grew net interest income 4% YoY to $677 million in the second quarter as loan growth accelerated to an 8% annualized pace and the CET1 ratio climbed to an estimated 11.8%.
Earnings · July 20, 2026

Netskope and Gloo Lead Weekly Insider Buying Clusters

Six companies saw coordinated open-market purchases by executives and directors this week.
Insider Signal · July 17, 2026

WaFd Holds Margin as Credit Provision Climbs

Net interest income rose 2% QoQ to $181.3 million as funding costs eased.
Earnings · July 17, 2026

Regions Financial Loan Growth Accelerates as Deposit Costs Keep Falling

Regions Financial (RF) grew net interest income 2.3% to $1,277 million in the second quarter as average loans posted their fastest sequential growth in five quarters, even as net interest margin slipped 1 basis point to 3.66%.
Earnings · July 17, 2026

Fifth Third Net Interest Income Rises 48% on Comerica Integration

Net interest margin expanded 24 basis points year-over-year to 3.36% as the bank integrated its latest acquisition.
Earnings · July 17, 2026

Europe's Bank Margins Diverge as Returns Climb, Capital Slips

Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
Systemic Banks Monitor · July 16, 2026

Hard Assets Draw Capital as Financing Costs Stay High

Long-duration property and infrastructure contracts are attracting fresh capital, while lenders are demanding rich returns and stronger collateral.
Financials Signal · July 16, 2026

Citizens Financial's Net Interest Income Accelerates 4.4% as NIM Expands Further

The regional lender posted $1.63 billion in net interest income, up 14% year-over-year, as its net interest margin widened to 3.17%.
Earnings · July 16, 2026

Virtu Trading Income Slides 8.7% as Market Calm Cuts Into Market Maker

Adjusted net trading income fell to $718 million in the second quarter, down 8.7% from the prior period, as normalized earnings per share slipped to $1.82.
Earnings · July 15, 2026

M&T Bank Net Interest Income Rises on Loan Growth

Taxable-equivalent net interest income increased 2% quarter-over-quarter to $1,804 million
Earnings · July 15, 2026

First Horizon NIM Dips as Deposit Costs Rise

Net interest margin fell 3 bps to 3.49% in the second quarter as brokered deposit costs climbed.
Earnings · July 15, 2026

First Bancorp NIM Expands 42 bps YoY as Deposit Costs Fall

The North Carolina community lender's net interest margin widened to 3.67% in the first quarter, its fifth consecutive quarterly expansion, as deposit costs dropped 18 basis points year over year.
Earnings · July 15, 2026

Citigroup's Five Businesses All Grow Loans as Services Hits Record 30.9% RoTCE

Citigroup's net interest income rose 13% year over year in the second quarter as loan growth accelerated across every business line and Services delivered a record $6.4 billion in revenue.
Earnings · July 15, 2026

BNY's NIM Streak Hits Fourth Quarter as Deposits Dip and Buybacks Accelerate

Net interest margin at Bank of New York Mellon expanded for a fourth straight quarter to 1.45%, even as average deposits fell for the first time in five quarters and share repurchases rose to $1.1 billion.
Earnings · July 15, 2026

BlackRock inflows hit record $192 billion

The world’s largest asset manager saw long-term net inflows jump 46% sequentially to $199 billion in the second quarter.
Earnings · July 15, 2026

Lynrock Lake LP Secures Board Seat at Yext

The investor is transitioning its reporting status as Ms. Paul joins the board of directors.
Stake Watch · July 14, 2026

Wells Fargo Loan Growth Outpaces NIM Erosion as Fee Income Surges

Wells Fargo & Company (WFC) grew average loans 12% year over year to $1,026.5 billion even as its net interest margin compressed to 2.43%, while noninterest income jumped 13% on capital-markets strength.
Earnings · July 14, 2026

JPMorgan Chase Markets Revenue Surges as Investment Banking Rebounds

Net interest income rose 10% year-over-year to $25.6 billion in the second quarter.
Earnings · July 14, 2026

Bank of America NII Climbs for Seventh Straight Quarter as Trading Surges

Net interest income reached $16.2 billion, up 9% year-over-year, as fixed-rate assets repriced and loan balances expanded across every business line.
Earnings · July 14, 2026

Gary Friedman reduces RH stake

The RH executive sold shares to fund personal residence improvements and debt repayment.
Stake Watch · July 13, 2026

Trico NIM Expands as Deposit Costs Ease

The California-based regional lender saw net interest margin rise 6 basis points to 3.25% in the second quarter.
Earnings · July 13, 2026

First Hawaiian's NIM Hits Five-Quarter High as TriCo Deal Reshapes Footprint

Net interest margin expanded 6 basis points to 3.25%, the strongest in five quarters, as the Hawaii lender agreed to acquire TriCo Bancshares in a $63.12-a-share all-stock deal.
Earnings · July 13, 2026

Invesco Flows Stall as Passive Demand Cools

Net long-term inflows collapsed to $8.0 billion in the second quarter, down from $18.9 billion in the prior period.
Earnings · July 11, 2026

EchoStar and BlackSky Lead Surge in Short Crowding

Delayed FINRA settlement data shows a sharp increase in short interest relative to real float for several issuers.
Short Crowding · July 10, 2026

Cerberus Shuffles Board Seats at Eos Energy

The private-equity firm replaces one director with another at the battery maker, exercising its rights as a major preferred shareholder.
Stake Watch · July 10, 2026

Simon Property Group Directors Lead Weekly Buying Surge

A concentrated wave of director-level purchasing at Simon Property Group anchors a week of broad insider conviction.
Insider Signal · July 10, 2026