-- 周五下午交易时段,金融股走低,纽约证券交易所金融指数下跌0.1%,道富金融精选行业SPDR ETF(XLF)下跌0.6%。 费城住房指数下跌0.4%,道富房地产精选行业SPDR ETF(XLRE)小幅下跌。 比特币(BTC-USD)上涨0.5%至77,629美元,10年期美国国债收益率下降1.3个基点至4.31%。 经济方面,密歇根大学4月份消费者信心指数周五上调至49.8,高于彭博社汇总的调查结果中预期的48.5。 在行业新闻方面,美国哥伦比亚特区司法部长珍妮·皮罗(Jeanine Pirro)周五在X频道表示,她已下令其办公室结束对美联储主席杰罗姆·鲍威尔(Jerome Powell)的调查。 在公司新闻方面,西联汇款(WU)股价下跌3.4%,此前该公司周五公布的第一季度调整后收益同比下降,且低于分析师预期。 阿波罗商业房地产金融公司(ARI)股价上涨0.6%,此前该公司周五表示,已完成将其价值90亿美元的商业房地产贷款组合出售给Athene Holding的交易,该交易于今年1月宣布达成。 据彭博社报道,KKR(KKR)和投资管理公司Capital Group计划今年在亚洲推出一只公私合营信贷基金。彭博社援引Capital Group首席执行官迈克·吉特林(Mike Gitlin)的话报道称,该基金预计将于下半年推出,此前两家公司已于2025年在美国推出了一只类似的基金。KKR股价上涨0.6%。
Related Articles
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.