Investment advice Stocks List

This page shows information about the 50 largest investment advice industry stocks including Blackstone, KKR & Co. Inc., Apollo Global Management, and Ameriprise Financial.

1. Blackstone NYSE:BX

$140.71 +2.57 (+1.86%)

As of 03:54 PM Eastern

Blackstone Inc is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. More about Blackstone

Pros of Blackstone

Blackstone Inc. reported a strong earnings per share (EPS) of $1.69 for the latest quarter, surpassing the consensus estimate of $1.50 by $0.19. This indicates robust financial performance and effective management, which can attract investors looking for profitable companies.
The company has recently increased its quarterly dividend to $1.44 per share, up from $0.86, reflecting a commitment to returning value to shareholders. This translates to an annualized dividend of $5.76, providing a dividend yield of approximately 3.95%, which is appealing for income-focused investors.
Blackstone Inc. has a solid return on equity (ROE) of 19.58%, indicating that the company is efficient in generating profits from its equity. A high ROE is often a sign of a well-managed company, making it an attractive option for investors.

Cons of Blackstone

The dividend payout ratio is notably high at 158.68%, which means the company is paying out more in dividends than it earns in net income. This could raise concerns about the sustainability of future dividends if earnings do not keep pace.
Despite the positive earnings report, the stock has received several "Hold" ratings from analysts, indicating that there may be limited upside potential in the near term. This could suggest that the stock is fully valued at its current price.
Blackstone Inc. operates in a competitive market for alternative asset management, which can be subject to market volatility and economic downturns. This exposure can pose risks to investors, especially in uncertain economic conditions.

A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.

Market Capitalization: $102.89 billion
P/E Ratio: 38.86
Consensus Rating: Hold
Consensus Price Target: $172.38 (+22.5% Upside)
Volume: 3.42 million shares
Average Volume: 3.32 million shares
Today's Range: $138.90
▼
$143.59
50-Day Range: $138.02
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$186.79
52-Week Range: $115.82
▼
$200.96
Dividend Yield: 3.96%

2. KKR & Co. Inc. NYSE:KKR

$114.38 +2.28 (+2.03%)

As of 03:54 PM Eastern

KKR & Co, Inc operates as an investment firm. It offers alternative asset management as well as capital markets and insurance solutions. More about KKR & Co. Inc.

Pros of KKR & Co. Inc.

The firm has a strong reputation in the investment industry, known for its expertise in private equity and alternative asset management, which can lead to potentially high returns for investors.
Kohlberg Kravis Roberts & Co. L.P. has diversified its offerings, including capital markets and insurance solutions, which can provide stability and growth opportunities across different market conditions.
As of the latest market data, the stock price of KKR is currently performing well, indicating positive investor sentiment and potential for further appreciation.

Cons of KKR & Co. Inc.

The investment firm operates in a highly competitive market, which can pressure margins and impact profitability.
Market volatility can significantly affect the performance of alternative investments, potentially leading to unpredictable returns for investors.
As a firm that offers insurance solutions, changes in regulatory environments could pose risks to its business model and profitability.

A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.

Market Capitalization: $101.69 billion
P/E Ratio: 34.38
Consensus Rating: Moderate Buy
Consensus Price Target: $161.43 (+41.1% Upside)
Volume: 6.43 million shares
Average Volume: 5.45 million shares
Today's Range: $112.79
▼
$117.39
50-Day Range: $108.00
▼
$167.11
52-Week Range: $91.92
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$170.40
Dividend Yield: 0.60%

3. Apollo Global Management NYSE:APO

$134.78 +4.36 (+3.34%)

As of 03:54 PM Eastern

Apollo Global Management, Inc is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. More about Apollo Global Management

Pros of Apollo Global Management

The stock has a strong buy rating from a majority of analysts, with sixteen analysts assigning a buy rating, indicating confidence in the company's growth potential.
Recent price targets from research firms suggest significant upside potential, with BMO Capital Markets raising their target to $186.00, which is well above the current stock price of $132.63.
Apollo Global Management, Inc. has a solid dividend yield of 1.39%, providing investors with a steady income stream, which is attractive in a low-interest-rate environment.

Cons of Apollo Global Management

The stock has recently experienced a decline of 1.6%, which may indicate volatility and potential challenges in the current market environment.
One research analyst has rated the stock with a sell rating, suggesting that there are concerns about its future performance.
Insider selling activity, such as the CFO selling 5,000 shares, could signal a lack of confidence in the stock's short-term prospects.

A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.

Market Capitalization: $77.26 billion
P/E Ratio: 18.53
Consensus Rating: Moderate Buy
Consensus Price Target: $165.74 (+23.0% Upside)
Volume: 4.40 million shares
Average Volume: 3.67 million shares
Today's Range: $132.44
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$137.15
50-Day Range: $125.99
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$172.02
52-Week Range: $95.11
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$189.49
Dividend Yield: 1.40%

4. Ameriprise Financial NYSE:AMP

$480.99 +2.94 (+0.61%)

As of 03:54 PM Eastern

Ameriprise Financial, Inc, together with its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. More about Ameriprise Financial

Pros of Ameriprise Financial

The company reported an EPS of $9.36 for the latest quarter, surpassing the consensus estimate of $9.16, indicating strong profitability and effective management.
Ameriprise Financial, Inc. has a robust return on equity of 69.35%, showcasing its efficiency in generating profits from shareholders' equity.
With a current stock price of $502.26, the shares are trading within a reasonable range compared to their 52-week high of $582.05, suggesting potential for growth.

Cons of Ameriprise Financial

Insider selling has been notable, with significant shares sold recently, indicating potential lack of confidence from those within the company.
The company's debt-to-equity ratio stands at 1.01, which may raise concerns about its financial leverage and ability to manage debt effectively.
Ameriprise Financial, Inc. has a relatively low insider ownership of 0.73%, which could suggest a lack of alignment between management and shareholders' interests.

A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.

Market Capitalization: $46.25 billion
P/E Ratio: 14.56
Consensus Rating: Hold
Consensus Price Target: $514.89 (+7.0% Upside)
Volume: 378,338 shares
Average Volume: 460,502 shares
Today's Range: $474.65
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$487.62
50-Day Range: $478.20
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$575.28
52-Week Range: $385.74
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$582.05
Dividend Yield: 1.18%

5. Ares Management NYSE:ARES

$145.41 +2.40 (+1.68%)

As of 03:54 PM Eastern

Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. More about Ares Management

Pros of Ares Management

The stock price recently reached $170.93, showing a 2.3% increase, indicating positive market sentiment and potential for further growth.
Ares Management Co. has a strong market capitalization of $53.51 billion, which reflects its substantial size and stability in the asset management sector.
The company has a consensus rating of "Moderate Buy" from analysts, with eight analysts recommending buying the stock, suggesting confidence in its future performance.

Cons of Ares Management

The company has a high price-to-earnings (P/E) ratio of 84.20, which may suggest that the stock is overvalued compared to its earnings, potentially leading to a price correction.
Insider selling has been notable, with significant shares sold recently, which could indicate a lack of confidence from those closest to the company.
The dividend payout ratio is currently at 183.25%, which means the company is paying out more in dividends than it earns, raising concerns about sustainability.

A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.

Market Capitalization: $45.94 billion
P/E Ratio: 71.74
Consensus Rating: Moderate Buy
Consensus Price Target: $176.17 (+21.1% Upside)
Volume: 1.27 million shares
Average Volume: 1.20 million shares
Today's Range: $142.79
▼
$149.68
50-Day Range: $140.92
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$198.21
52-Week Range: $125.23
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$200.49
Dividend Yield: 2.43%

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6. Blue Owl Capital NYSE:OWL

$19.02 +0.16 (+0.87%)

As of 03:54 PM Eastern

Blue Owl Capital Inc operates as an asset manager in the United States. The company offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. More about Blue Owl Capital

Pros of Blue Owl Capital

The stock has shown strong trading activity recently, with a volume of 8,898,623 shares, indicating heightened investor interest and potential liquidity.
Blue Owl Capital Inc. has a solid market capitalization of approximately $29.96 billion, which reflects its substantial presence in the asset management sector.
The company reported earnings per share (EPS) of $0.21, meeting analysts' expectations, which suggests stability in its financial performance.

Cons of Blue Owl Capital

The stock has a high price-to-earnings (P/E) ratio of 114.62, which may indicate that it is overvalued compared to its earnings, posing a risk for potential investors.
Blue Owl Capital Inc. has a relatively high dividend payout ratio of 423.53%, which could raise concerns about the sustainability of its dividend payments in the long term.
Despite a strong market cap, the company has a net margin of only 4.77%, suggesting that profitability may be limited, which could affect future growth.

A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.

Market Capitalization: $29.37 billion
P/E Ratio: 112.35
Consensus Rating: Moderate Buy
Consensus Price Target: $26.48 (+39.2% Upside)
Volume: 2.99 million shares
Average Volume: 6.82 million shares
Today's Range: $18.82
▼
$19.49
50-Day Range: $18.58
▼
$26.68
52-Week Range: $15.18
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$26.73
Dividend Yield: 3.72%

7. Brookfield Asset Management NYSE:BAM

$47.53 +0.82 (+1.75%)

As of 03:54 PM Eastern

Brookfield Asset Management Ltd. is a real estate investment firm specializing in alternative asset management services. Its renewable power and transition business includes the operates in the hydroelectric, wind, solar, distributed generation, and sustainable solution sector. The company's infrastructure business engages in the utilities, transport, midstream, and data infrastructure sectors. In addition, its private equity business offers industrial, infrastructure, and business services sectors; and real estate business, which includes housing, logistics, hospitality, science and innovation, office, and retail sectors. Further, it provides credit business; and insurance solution in the reinsurance, annuities, operating platform, and investment solutions sectors. Brookfield Asset Management Ltd. was incorporated in 2022 and is headquartered in Toronto, Canada.

Market Capitalization: $21.16 billion
P/E Ratio: 36.17
Consensus Rating: Moderate Buy
Consensus Price Target: $56.71 (+19.3% Upside)
Volume: 1.33 million shares
Average Volume: 1.29 million shares
Today's Range: $46.57
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$48.24
50-Day Range: $46.66
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$61.33
52-Week Range: $37.29
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$62.61
Dividend Yield: 3.48%

8. TPG NASDAQ:TPG

$49.69 +1.06 (+2.19%)

As of 03:54 PM Eastern

TPG Inc. operates as an alternative asset manager in the United States and internationally. The company offers investment management services to TPG Funds, limited partners, and other vehicles. It also offers monitoring services to portfolio companies; advisory, debt and equity arrangement, and underwriting and placement services; and capital structuring and other advisory services to portfolio companies. In addition, the company invests in private equity funds, real estate funds, hedge funds, and credit funds. TPG Inc. was founded in 1992 and is based in Fort Worth, Texas. The company operates as a subsidiary of TPG GP A, LLC.

Market Capitalization: $18.40 billion
P/E Ratio: -113.19
Consensus Rating: Hold
Consensus Price Target: $64.27 (+29.4% Upside)
Volume: 1.12 million shares
Average Volume: 1.17 million shares
Today's Range: $49.33
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$50.56
50-Day Range: $46.50
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$69.77
52-Week Range: $39.18
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$72.98
Dividend Yield: 4.32%

9. The Carlyle Group NASDAQ:CG

$41.99 +0.92 (+2.24%)

As of 03:54 PM Eastern

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

Market Capitalization: $15.20 billion
P/E Ratio: 15.13
Consensus Rating: Hold
Consensus Price Target: $54.93 (+30.8% Upside)
Volume: 2.80 million shares
Average Volume: 2.28 million shares
Today's Range: $40.97
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$42.79
50-Day Range: $40.03
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$56.96
52-Week Range: $36.65
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$57.50
Dividend Yield: 3.21%

10. Morningstar NASDAQ:MORN

$287.81 +3.38 (+1.19%)

As of 03:54 PM Eastern

Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

Market Capitalization: $12.33 billion
P/E Ratio: 38.02
Consensus Rating: Moderate Buy
Consensus Price Target: $366.67 (+27.4% Upside)
Volume: 147,728 shares
Average Volume: 142,536 shares
Today's Range: $283.02
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$288.09
50-Day Range: $282.51
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$336.76
52-Week Range: $278.64
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$365.00
Dividend Yield: 0.63%

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11. Houlihan Lokey NYSE:HLI

$156.66 -0.66 (-0.42%)

As of 03:54 PM Eastern

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as advise financial sponsors on various transactions. The Financial Restructuring segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. It also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The Financial and Valuation Advisory segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property. It also provides fairness opinions in connection with M&A and other transactions, solvency opinions in connection with corporate spin-offs and dividend recapitalizations, and other types of financial opinions. In addition, this segment offers dispute resolution services. It serves corporations, financial sponsors, and government agencies. The company was incorporated in 1972 and is headquartered in Los Angeles, California.

Market Capitalization: $11.02 billion
P/E Ratio: 29.99
Consensus Rating: Hold
Consensus Price Target: $194.20 (+24.0% Upside)
Volume: 195,643 shares
Average Volume: 408,738 shares
Today's Range: $156.46
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$160.61
50-Day Range: $154.56
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$187.34
52-Week Range: $121.81
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$192.10
Dividend Yield: 1.45%

12. Franklin Resources NYSE:BEN

$19.27 -0.35 (-1.78%)

As of 03:54 PM Eastern

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.

Market Capitalization: $10.17 billion
P/E Ratio: 29.79
Consensus Rating: Reduce
Consensus Price Target: $20.86 (+8.3% Upside)
Volume: 2.58 million shares
Average Volume: 4.23 million shares
Today's Range: $19.08
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$19.76
50-Day Range: $18.95
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$22.22
52-Week Range: $18.83
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$28.16
Dividend Yield: 6.38%

13. Hamilton Lane NASDAQ:HLNE

$141.93 +1.88 (+1.34%)

As of 03:54 PM Eastern

Hamilton Lane Incorporated is a private equity firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. It prefers to invest in energy, industrials, consumer discretionary, health care, real estate, information technology, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Latin America and Caribbean, United States of America, and Canada. The firm prefers to invest between $1 million and $100 million. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.

Market Capitalization: $7.90 billion
P/E Ratio: 26.28
Consensus Rating: Hold
Consensus Price Target: $173.14 (+21.8% Upside)
Volume: 435,668 shares
Average Volume: 368,998 shares
Today's Range: $140.21
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$145.66
50-Day Range: $137.87
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$170.18
52-Week Range: $105.09
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$203.72
Dividend Yield: 1.33%

14. Evercore NYSE:EVR

$197.73 +0.76 (+0.39%)

As of 03:54 PM Eastern

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

Market Capitalization: $7.74 billion
P/E Ratio: 21.85
Consensus Rating: Moderate Buy
Consensus Price Target: $298.60 (+51.0% Upside)
Volume: 680,859 shares
Average Volume: 370,881 shares
Today's Range: $195.85
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$203.74
50-Day Range: $190.02
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$291.39
52-Week Range: $175.24
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$324.06
Dividend Yield: 1.52%

15. Invesco NYSE:IVZ

$15.28 +0.04 (+0.28%)

As of 03:54 PM Eastern

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Market Capitalization: $6.92 billion
P/E Ratio: 13.09
Consensus Rating: Hold
Consensus Price Target: $19.94 (+30.5% Upside)
Volume: 7.57 million shares
Average Volume: 4.62 million shares
Today's Range: $15.23
▼
$15.72
50-Day Range: $14.85
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$19.32
52-Week Range: $14.16
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$19.55
Dividend Yield: 5.21%

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16. StepStone Group NASDAQ:STEP

$52.27 +1.37 (+2.69%)

As of 03:54 PM Eastern

StepStone Group Inc. is a private equity and venture capital firm specializing in direct, fund of funds, secondary direct, and secondary indirect investments. For direct investment, it seeks to invest in private debt, venture debt, incubation, mezzanine, distressed/vulture, seed/startup, early venture, mid venture, late venture, emerging growth, later stage, turnaround, growth capital, industry consolidation, recapitalization, buyout investments in mature and middle market companies. It prefers to invest in natural resources, technology, healthcare, services, materials, manufacturing, consumer durables, apparel, hotels, restaurants and leisure, media, retailing, power, utilities consumer staples, financials, telecommunication services, clean energy/renewables, transport, social, natural capital, infrastructure, corporate, real estate, credit and real asset. The firm invests globally with a focus on United States, North America, Europe, Asia, Latin America, Middle East, Africa, Brazil, Mexico, Argentina, Colombia, New Zealand, China, India, Korea, Japan, Taiwan, and Australia region. The firm invests between 5% and 40% in emerging markets. For fund of fund investment, it seeks to invest in private equity funds, venture capital funds, Special situation funds, Real estate funds, Infrastructure funds, mezzanine funds, and turnaround/distressed funds. It considers investments in both domestic and international funds. It also seeks to make co-investments and follow-on investments and considers partial interests in funds. StepStone Group Inc. was founded in 2007 and is based in New York, New York with additional offices across North America, South America, Europe, Australia and Asia.

Market Capitalization: $6.06 billion
P/E Ratio: -30.93
Consensus Rating: Hold
Consensus Price Target: $69.21 (+32.4% Upside)
Volume: 944,785 shares
Average Volume: 539,790 shares
Today's Range: $50.50
▼
$52.84
50-Day Range: $47.81
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$64.82
52-Week Range: $32.58
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$70.38
Dividend Yield: 1.78%

17. Janus Henderson Group NYSE:JHG

$37.46 -0.23 (-0.62%)

As of 03:54 PM Eastern

Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income markets, as well as invests in real estate and private equity. Janus Henderson Group plc was founded in 1934 and is based in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.

Market Capitalization: $5.92 billion
P/E Ratio: 14.68
Consensus Rating: Hold
Consensus Price Target: $47.38 (+26.5% Upside)
Volume: 702,767 shares
Average Volume: 1.12 million shares
Today's Range: $37.39
▼
$38.80
50-Day Range: $36.21
▼
$45.94
52-Week Range: $30.35
▼
$46.68
Dividend Yield: 4.09%

18. Lazard NYSE:LAZ

$45.88 -0.11 (-0.24%)

As of 03:54 PM Eastern

Lazard, Inc., together with its subsidiaries, operates as a financial advisory and asset management firm in North and South America, Europe, the Middle East, Asia, and Australia. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers financial advisory services, such as mergers and acquisitions, capital markets, shareholder, sovereign, geopolitical advisory, and other strategic advisory services, as well as restructuring and liability management, and capital raising and placement services. This segment offers its services to corporate, partnership, institutional, government, sovereign, and individual clients to various industry areas, including consumers, financial institutions, healthcare and life sciences, industrials, power and energy/infrastructure, real estate, technology, telecommunication, and media and entertainment. The Asset Management segment offers a range of investment solutions; investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. Lazard, Inc. was incorporated in 1848 and is headquartered in New York, New York.

Market Capitalization: $5.17 billion
P/E Ratio: 17.23
Consensus Rating: Hold
Consensus Price Target: $55.33 (+20.6% Upside)
Volume: 1.01 million shares
Average Volume: 1.15 million shares
Today's Range: $44.66
▼
$47.80
50-Day Range: $44.88
▼
$55.23
52-Week Range: $35.56
▼
$61.14
Dividend Yield: 4.09%

19. Affiliated Managers Group NYSE:AMG

$161.93 +1.71 (+1.07%)

As of 03:54 PM Eastern

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

Market Capitalization: $4.74 billion
P/E Ratio: 10.73
Consensus Rating: Hold
Consensus Price Target: $198.40 (+22.5% Upside)
Volume: 220,291 shares
Average Volume: 228,950 shares
Today's Range: $158.80
▼
$163.32
50-Day Range: $154.90
▼
$189.65
52-Week Range: $147.13
▼
$199.52
Dividend Yield: 0.03%

20. Moelis & Company NYSE:MC

$60.42 +0.63 (+1.05%)

As of 03:54 PM Eastern

Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.

Market Capitalization: $4.54 billion
P/E Ratio: 34.41
Consensus Rating: Hold
Consensus Price Target: $78.83 (+30.5% Upside)
Volume: 471,401 shares
Average Volume: 845,370 shares
Today's Range: $59.50
▼
$61.17
50-Day Range: $59.30
▼
$81.24
52-Week Range: $46.24
▼
$82.89
Dividend Yield: 4.21%

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21. AllianceBernstein NYSE:AB

$36.80 -0.06 (-0.18%)

As of 03:54 PM Eastern

AllianceBernstein Holding L.P. is a publicly owned investment manager. The firm is a related adviser The firm manages separate client focused portfolios for its clients. The firm primarily invests in common and preferred stocks, warrants and convertible securities, government and corporate fxed-income securities, commodities, currencies, real estate-related assets and infation-protected securities. The firm employs quantitative analysis along with long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies to make its investments. The firm obtains external research to complement its in-house research. The firm was formerly known as Alliance Capital Management Holding LP. AllianceBernstein Holding L.P. was founded in 1967 and is based in Nashville,Tennessee.

Market Capitalization: $4.07 billion
P/E Ratio: 9.91
Consensus Rating: Moderate Buy
Consensus Price Target: $42.75 (+16.2% Upside)
Volume: 785,930 shares
Average Volume: 378,252 shares
Today's Range: $36.63
▼
$37.14
50-Day Range: $35.00
▼
$40.78
52-Week Range: $30.57
▼
$41.37
Dividend Yield: 11.12%

22. Cohen & Steers NYSE:CNS

$76.91 -3.44 (-4.29%)

As of 03:54 PM Eastern

Cohen & Steers, Inc. is a holding company which operates as an investment manager specializing in liquid real assets, which include real estate securities, listed infrastructure, commodities, natural resource equities, preferred securities, and other income solutions. It manages investment vehicles, such as institutional accounts, open-end funds and closed-end funds. The company was founded by Martin Cohen and Robert Hamilton Steers in 1986 and is headquartered in New York, NY.

Market Capitalization: $3.93 billion
P/E Ratio: 25.94
Consensus Rating: Moderate Buy
Consensus Price Target: $106.50 (+38.5% Upside)
Volume: 291,337 shares
Average Volume: 210,396 shares
Today's Range: $76.95
▼
$81.12
50-Day Range: $80.43
▼
$92.60
52-Week Range: $64.13
▼
$110.67
Dividend Yield: 2.84%

23. Victory Capital NASDAQ:VCTR

$57.25 +0.73 (+1.28%)

As of 03:54 PM Eastern

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers investment advisory, fund administration, fund compliance, fund transfer agent, fund distribution, and other management services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. Its investment products include actively and passively managed mutual funds; rules-based and active exchange traded funds; institutional separate accounts; variable insurance products; alternative investments; and private closed-end funds; and a 529 Education Savings Plan. The company also offers strategies through third-party investment products, including mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts through wrap account programs, Collective Investment Trusts, and undertakings for the collective investment in transferable securities. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.

Market Capitalization: $3.73 billion
P/E Ratio: 13.12
Consensus Rating: Hold
Consensus Price Target: $68.33 (+19.4% Upside)
Volume: 309,070 shares
Average Volume: 306,894 shares
Today's Range: $56.33
▼
$58.90
50-Day Range: $55.84
▼
$70.58
52-Week Range: $39.31
▼
$73.42
Dividend Yield: 3.25%

24. PJT Partners NYSE:PJT

$141.71 -0.64 (-0.45%)

As of 03:54 PM Eastern

PJT Partners Inc., an investment bank, provides various strategic and capital markets advisory, restructuring and special situations, and shareholder advisory services to corporations, financial sponsors, institutional investors, and governments worldwide. It offers advisory services to clients on various transactions, including mergers and acquisitions (M&A), spin-offs, activism defense, contested M&A, joint ventures, minority investments, and divestitures. The company also advises private and public company boards and management teams on strategies for building productive investor relationships with a focus on shareholder engagement; and strategic investor relations; environmental, social, and governance matters; and other investor-related matters. In addition, it provides advisory services related to debt and acquisition financings; structured product offerings; public equity raises, including initial public offering and SPAC offerings; and private capital raises for early and later stage companies, as well as other capital structure related matters. Further, the company offers advisory services in financial restructurings and reorganizations; liability management; distressed mergers and acquisitions; and to management teams, corporate boards, sponsors and creditors. Additionally, it provides private fund advisory and fundraising services for a range of investment strategies; and advisory services to general and partners on liquidity and other structured solutions. The company was formerly known as Blackstone Advisory Inc. and changed its name to PJT Partners Inc. in March 2015. PJT Partners Inc. was incorporated in 2014 and is headquartered in New York, New York.

Market Capitalization: $3.33 billion
P/E Ratio: 29.17
Consensus Rating: Hold
Consensus Price Target: $158.50 (+11.8% Upside)
Volume: 215,775 shares
Average Volume: 228,681 shares
Today's Range: $140.23
▼
$145.96
50-Day Range: $141.98
▼
$177.66
52-Week Range: $88.51
▼
$190.28
Dividend Yield: 0.67%

25. CI Financial NYSE:CIXXF

$21.75 +0.14 (+0.63%)

As of 01:40 PM Eastern

CI Financial Corp. is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios. It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries. The firm was founded in 1965 and is based in Toronto, Canada with additional offices in Vancouver, Canada; Calgary, Canada; and Montreal, Canada.

Market Capitalization: $3.14 billion
P/E Ratio: -65.91
Consensus Rating: Sell
Consensus Price Target: N/A
Volume: 15,679 shares
Average Volume: 10,542 shares
Today's Range: $20.60
▼
$21.75
50-Day Range: $20.81
▼
$22.14
52-Week Range: $10.16
▼
$22.70
Dividend Yield: 2.56%

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26. Artisan Partners Asset Management NYSE:APAM

$38.86 -0.99 (-2.49%)

As of 03:54 PM Eastern

Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

Market Capitalization: $3.12 billion
P/E Ratio: 10.69
Consensus Rating: Hold
Consensus Price Target: $44.38 (+14.2% Upside)
Volume: 475,616 shares
Average Volume: 517,660 shares
Today's Range: $38.90
▼
$40.41
50-Day Range: $39.97
▼
$45.23
52-Week Range: $37.89
▼
$49.54
Dividend Yield: 7.80%

27. Federated Hermes NYSE:FHI

$37.69 -1.21 (-3.12%)

As of 03:54 PM Eastern

Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

Market Capitalization: $3.07 billion
P/E Ratio: 11.85
Consensus Rating: Hold
Consensus Price Target: $42.17 (+11.8% Upside)
Volume: 932,661 shares
Average Volume: 765,454 shares
Today's Range: $36.96
▼
$39.25
50-Day Range: $37.72
▼
$41.11
52-Week Range: $31.24
▼
$43.92
Dividend Yield: 3.18%

28. GCM Grosvenor NASDAQ:GCMG

$12.85 +0.20 (+1.58%)

As of 03:54 PM Eastern

GCM Grosvenor Inc. is global alternative asset management solutions provider. The firm primarily provides its services to pooled investment vehicles. It also provides its services to investment companies, high net worth individuals, pension and profit sharing plans and state or municipal government entities. The firm invests in equity and alternative investment markets of the United States and internationally. The firm invests in multi-strategy, credit-focused, equity-focused, macro-focused, commodity-focused, and other specialty portfolios. It focuses in hedge fund asset classes, private equity, real estate, and/or infrastructure, credit and absolute return strategies. It also focuses in primary fund investments, secondary fund investments, and co-investments with a focus on buyout, distressed debt, mezzanine, venture capital/growth equity investments. The firm seeks to do seed investments in small, emerging, and diverse private equity firms. The firm seeks to make regionally-focused investments in middle-market buyout. It prefers to invest in aerospace and defense, advanced electronics, information technology, biosciences, and advanced materials. It focuses on Ohio and the Midwest region. The firm employs fundamental and quantitative analysis. GCM Grosvenor Inc. was founded in 1971 and is based in Chicago, Illinois with additional offices in North America, Asia, Australia and Europe.

Market Capitalization: $2.44 billion
P/E Ratio: 430.03
Consensus Rating: Hold
Consensus Price Target: $14.10 (+9.7% Upside)
Volume: 528,837 shares
Average Volume: 233,858 shares
Today's Range: $12.75
▼
$13.14
50-Day Range: $12.27
▼
$14.41
52-Week Range: $8.53
▼
$14.48
Dividend Yield: 3.40%

29. DigitalBridge Group NYSE:DBRG

$9.32 +0.16 (+1.69%)

As of 03:54 PM Eastern

DigitalBridge is an infrastructure investment firm specializing in digital infrastructure assets. They provide services to institutional investors. They primarily invest in data centers, cell towers, fiber networks, small cells, and edge infrastructure. DigitalBridge Group, Inc. was founded in 1991 and is headquartered in Boca Raton, Florida with additional offices in Los Angles, California, and New York New York.

Market Capitalization: $1.64 billion
P/E Ratio: 313.50
Consensus Rating: Buy
Consensus Price Target: $16.61 (+78.1% Upside)
Volume: 1.19 million shares
Average Volume: 2.36 million shares
Today's Range: $9.29
▼
$9.53
50-Day Range: $9.10
▼
$12.28
52-Week Range: $8.92
▼
$19.49
Dividend Yield: 0.41%

30. Virtus Investment Partners NASDAQ:VRTS

$172.86 -3.06 (-1.74%)

As of 03:54 PM Eastern

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Market Capitalization: $1.20 billion
P/E Ratio: 10.23
Consensus Rating: Reduce
Consensus Price Target: $225.75 (+30.6% Upside)
Volume: 18,273 shares
Average Volume: 39,304 shares
Today's Range: $172.31
▼
$176.08
50-Day Range: $172.11
▼
$220.58
52-Week Range: $170.14
▼
$263.39
Dividend Yield: 4.95%

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31. Bridge Investment Group NYSE:BRDG

$9.60 +0.43 (+4.67%)

As of 03:54 PM Eastern

Bridge Investment Group Holdings Inc. engages in the real estate investment management business in the United States. It manages capital on behalf of approximately hundred global institutions and 6,500 individual investors across approximately 25 investment vehicles. The company was founded in 2009 and is headquartered in Salt Lake City, Utah.

Market Capitalization: $1.16 billion
P/E Ratio: 240.56
Consensus Rating: Hold
Consensus Price Target: $10.90 (+13.5% Upside)
Volume: 496,025 shares
Average Volume: 247,596 shares
Today's Range: $9.32
▼
$9.71
50-Day Range: $7.19
▼
$10.60
52-Week Range: $6.18
▼
$11.69
Dividend Yield: 4.22%

32. Barings BDC NYSE:BBDC

$9.41 -0.08 (-0.79%)

As of 03:54 PM Eastern

Barings BDC, Inc. is a publicly traded, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940. It seeks to invest primarily in senior secured loans, first lien debt, unitranche, second lien debt, subordinated debt, equity co-investments and senior secured private debt investments in private middle-market companies that operate across a wide range of industries. It specializes in mezzanine, leveraged buyouts, management buyouts, ESOPs, change of control transactions, acquisition financings, growth financing, and recapitalizations in lower middle market, mature, and later stage companies. It invests in manufacturing and distribution; business services and technology; transportation and logistics; consumer product and services. It invests in United States. It invests in companies with EBITDA of $10 million to $75 million, typically in private equity sponsor backed.

Market Capitalization: $993.48 million
P/E Ratio: 9.06
Consensus Rating: Hold
Consensus Price Target: $10.00 (+6.2% Upside)
Volume: 657,675 shares
Average Volume: 516,275 shares
Today's Range: $9.44
▼
$9.80
50-Day Range: $9.39
▼
$10.80
52-Week Range: $8.96
▼
$10.85
Dividend Yield: 10.80%

33. Acadian Asset Management NYSE:AAMI

$23.87 -0.08 (-0.33%)

As of 03:34 PM Eastern

Acadian Asset Management Inc. is a publically owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as BrightSphere Investment Group plc. BrightSphere Investment Group Inc. was formed in 1980 and is based in Boston, Massachusetts.

Market Capitalization: $894.93 million
P/E Ratio: 10.66
Consensus Rating: Hold
Consensus Price Target: $27.00 (+13.1% Upside)
Volume: 113,738 shares
Average Volume: 178,652 shares
Today's Range: $23.51
▼
$24.26
50-Day Range: $0.00
▼
$0.00
52-Week Range: $21.45
▼
$31.52
Dividend Yield: 0.17%

34. Fidus Investment NASDAQ:FDUS

$21.28 -0.25 (-1.17%)

As of 03:54 PM Eastern

Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.

Market Capitalization: $721.88 million
P/E Ratio: 7.60
Consensus Rating: Hold
Consensus Price Target: N/A
Volume: 247,197 shares
Average Volume: 221,309 shares
Today's Range: $21.25
▼
$21.73
50-Day Range: $20.81
▼
$23.37
52-Week Range: $18.41
▼
$23.55
Dividend Yield: 7.79%

35. Abacus Life NASDAQ:ABL

$7.38 -0.21 (-2.75%)

As of 03:54 PM Eastern

Abacus Life, Inc. operates as an alternative asset manager specializing in life insurance products. It purchases life insurance policies from consumers seeking liquidity and manages policies over time via trading, holding, and/or servicing. The company was founded in 2004 and is based in Orlando, Florida.

Market Capitalization: $714.21 million
P/E Ratio: -41.05
Consensus Rating: Buy
Consensus Price Target: $14.30 (+93.5% Upside)
Volume: 156,553 shares
Average Volume: 208,087 shares
Today's Range: $7.37
▼
$7.90
50-Day Range: $6.92
▼
$8.00
52-Week Range: $6.75
▼
$12.65
Dividend Yield: N/A

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36. Noah NYSE:NOAH

$10.71 +0.08 (+0.75%)

As of 03:54 PM Eastern

Noah Holdings Limited, together with its subsidiaries, operates as a wealth and asset management service provider with the focus on investment and asset allocation services for high net worth individuals and enterprises in Mainland of China, Hong Kong, and internationally. It operates through three segments: Wealth Management, Asset Management, and Other Services. The company offers investment products, including domestic and overseas mutual fund products, private secondary products, and other products; customized value-added financial services, such as investor education and trust services, as well as insurance brokerage services; and insurance products. It also provides onshore and offshore private equity, real estate, public securities, multi-strategy, and other investment products, as well as lending services. The company was founded in 2005 and is headquartered in Shanghai, the People's Republic of China.

Market Capitalization: $706.58 million
P/E Ratio: 9.15
Consensus Rating: Hold
Consensus Price Target: $12.67 (+18.3% Upside)
Volume: 32,954 shares
Average Volume: 195,020 shares
Today's Range: $10.52
▼
$10.76
50-Day Range: $10.05
▼
$11.82
52-Week Range: $7.14
▼
$15.44
Dividend Yield: 9.26%

37. Patria Investments NYSE:PAX

$11.07 +0.06 (+0.55%)

As of 03:54 PM Eastern

Patria Investments Limited operates as a private market investment firm focused on investing in Latin America. The company offers asset management services to investors focusing on private equity funds, infrastructure development funds, co-investments funds, constructivist equity funds, and real estate and credit funds. Patria Investments Limited was founded in 1994 and is headquartered in Grand Cayman, the Cayman Islands.

Market Capitalization: $662.52 million
P/E Ratio: 22.17
Consensus Rating: Buy
Consensus Price Target: $14.00 (+26.6% Upside)
Volume: 540,767 shares
Average Volume: 550,915 shares
Today's Range: $10.97
▼
$11.17
50-Day Range: $10.86
▼
$12.72
52-Week Range: $10.50
▼
$14.90
Dividend Yield: 5.31%

38. Vinci Partners Investments NASDAQ:VINP

$9.60 +0.07 (+0.68%)

As of 03:54 PM Eastern

Vinci Partners Investments Ltd. operates as an asset management firm in Brazil. The company focuses on private markets, liquid strategies, investment products and solutions, and retirement services. It offers private equity, infrastructure, real estate, credit, special situations, equities, hedge funds, and investment products and solutions comprising portfolio and management services. In addition, the company financial and strategic advisory services, focusing on IPO advisory and mergers and acquisition transactions to entrepreneurs, corporate senior management teams, and boards of directors. Vinci Partners Investments Ltd. was founded in 2009 and is based in Rio de Janeiro, Brazil.

Market Capitalization: $517.09 million
P/E Ratio: 15.51
Consensus Rating: Buy
Consensus Price Target: $13.50 (+40.4% Upside)
Volume: 74,438 shares
Average Volume: 79,341 shares
Today's Range: $9.53
▼
$9.75
50-Day Range: $9.30
▼
$10.82
52-Week Range: $9.01
▼
$11.62
Dividend Yield: 6.51%

39. AlTi Global NASDAQ:ALTI

$3.16 -0.19 (-5.52%)

As of 03:54 PM Eastern

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

Market Capitalization: $442.55 million
P/E Ratio: -1.81
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 78,750 shares
Average Volume: 92,157 shares
Today's Range: $3.11
▼
$3.39
50-Day Range: $3.28
▼
$4.41
52-Week Range: $3.11
▼
$6.99
Dividend Yield: N/A

40. Diamond Hill Investment Group NASDAQ:DHIL

$145.30 -0.31 (-0.21%)

As of 03:54 PM Eastern

Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It offers investment advisory and related services to clients through pooled vehicles, such as private fund; separately managed accounts; collective investment trusts; and other pooled vehicles, including sub-advised funds and model delivery programs. The company also provides fund administration services comprising portfolio and regulatory compliance, treasury and financial oversight, and general business management and governance of the funds, as well as oversight of back-office service providers, which include the custodian, fund accountant, and transfer agent. Diamond Hill Investment Group, Inc. was incorporated in 1990 and is based in Columbus, Ohio.

Market Capitalization: $404.75 million
P/E Ratio: 8.22
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 24,009 shares
Average Volume: 16,610 shares
Today's Range: $143.32
▼
$146.11
50-Day Range: $144.61
▼
$156.59
52-Week Range: $135.44
▼
$173.25
Dividend Yield: 4.03%

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41. Value Line NASDAQ:VALU

$42.08 -1.10 (-2.55%)

As of 03:54 PM Eastern

Value Line, Inc. produces and sells investment periodicals and related publications. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey - Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising Value Line Select: Dividend Income & Growth, Value Line Select: ETFs, The Value Line Special Situations Service, The Value Line M&A Service, The Value Line Climate Change Investing Service, and The Value Line Information You Should Know Wealth Newsletter that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer and The New Value Line ETFs Service. In addition, the company offers current and historical financial databases comprising fundamental DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and ETFs. Further, it operates as publishing unit for the investment related periodical publications and copyrights; places advertising on behalf of the company's publications; and distributes print publications. It serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. The company was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co., Inc.

Market Capitalization: $395.79 million
P/E Ratio: 17.88
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 8,229 shares
Average Volume: 7,124 shares
Today's Range: $42.15
▼
$43.43
50-Day Range: $34.05
▼
$53.62
52-Week Range: $32.94
▼
$57.68
Dividend Yield: 3.01%

42. Saratoga Investment NYSE:SAR

$23.64 +0.11 (+0.47%)

As of 03:54 PM Eastern

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. The firm prefers to invest in aerospace, automotive aftermarket and services, business products and services, consumer products and services, education, environmental services, industrial services, financial services, food and beverage, healthcare products and services, logistics, distribution, manufacturing, restaurants services, food services, software services, technology services, specialty chemical, media and telecommunications. It seeks to invest in the United States. The firm primarily invests $5 million to $50 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $250 million. The firm prefer to take a majority stake. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. was formed on 2007 and is based in New York, New York with an additional office in Florham Park, New Jersey.

Market Capitalization: $338.64 million
P/E Ratio: 9.52
Consensus Rating: Hold
Consensus Price Target: $25.08 (+6.1% Upside)
Volume: 73,581 shares
Average Volume: 81,567 shares
Today's Range: $23.36
▼
$23.88
50-Day Range: $23.54
▼
$26.00
52-Week Range: $21.56
▼
$26.49
Dividend Yield: 12.56%

43. Silvercrest Asset Management Group NASDAQ:SAMG

$17.16 -0.47 (-2.64%)

As of 03:54 PM Eastern

Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.

Market Capitalization: $237.99 million
P/E Ratio: 21.46
Consensus Rating: Buy
Consensus Price Target: N/A
Volume: 15,416 shares
Average Volume: 19,884 shares
Today's Range: $17.13
▼
$17.65
50-Day Range: $17.19
▼
$19.02
52-Week Range: $13.93
▼
$19.20
Dividend Yield: 4.60%

44. Monroe Capital NASDAQ:MRCC

$8.22 +0.13 (+1.61%)

As of 03:54 PM Eastern

Monroe Capital Corporation is a business development company specializing in customized financing solutions in senior, unitranche and junior secured debt, subordinated debt financing and to a lesser extent, unsecured debt and equity, including equity co-investments in preferred and common stock and warrants. It also provides financing primarily to leveraged buyouts in lower middle-market companies. It focuses to invest in the United States and Canada. The fund prefers to invest in companies with EBITDA between $3 and $35 million. Its makes minority equity investments.

Market Capitalization: $178.42 million
P/E Ratio: 13.73
Consensus Rating: Hold
Consensus Price Target: $8.08 (-1.7% Downside)
Volume: 64,586 shares
Average Volume: 60,195 shares
Today's Range: $8.09
▼
$8.29
50-Day Range: $8.09
▼
$8.81
52-Week Range: $6.97
▼
$8.85
Dividend Yield: 12.26%

45. ArrowMark Financial NASDAQ:BANX

$21.30 +0.09 (+0.42%)

As of 03:54 PM Eastern

ArrowMark Financial Corp. is a closed-end balanced mutual fund launched and managed by ArrowMark Asset Management, LLC. It invests in public equity and fixed income markets of global region. For its equity portion, the fund invests in stocks of companies operating across financials, banks sectors. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests in debt and subordinated debt, structured notes and securities, regulatory capital securities which are rated below investment grade. ArrowMark Financial Corp. was formed on February 7, 2013 and is domiciled in the United States.

Market Capitalization: $151.68 million
P/E Ratio: N/A
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 11,847 shares
Average Volume: 19,930 shares
Today's Range: $21.05
▼
$21.26
50-Day Range: $20.47
▼
$21.35
52-Week Range: $17.91
▼
$21.67
Dividend Yield: 8.48%

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46. Westwood Holdings Group NYSE:WHG

$15.37 +0.12 (+0.79%)

As of 03:54 PM Eastern

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

Market Capitalization: $144.97 million
P/E Ratio: 61.82
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 27,451 shares
Average Volume: 16,383 shares
Today's Range: $14.79
▼
$16.17
50-Day Range: $14.22
▼
$17.10
52-Week Range: $11.01
▼
$18.03
Dividend Yield: 3.85%

47. Triller Group NYSE:ILLR

$0.89 +0.09 (+11.35%)

As of 03:54 PM Eastern

Triller Group, Inc. engages in the provision of an artificial intelligence-powered, social media and live-streaming event platform for creators. It uses proprietary AI technology to push and track content virtually to affiliated and non-affiliated sites and networks. The company is headquartered in Los Angeles, CA.

Market Capitalization: $144.60 million
P/E Ratio: -0.73
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 849,980 shares
Average Volume: 814,335 shares
Today's Range: $0.81
▼
$1.06
50-Day Range: $0.80
▼
$2.65
52-Week Range: $0.66
▼
$8.86
Dividend Yield: N/A

48. B. Riley Financial NASDAQ:RILY

$4.28 -0.09 (-1.95%)

As of 03:54 PM Eastern

B. Riley Financial, Inc., through its subsidiaries, provides financial services to corporate, institutional, and high net worth clients in North America, Australia, the Asia Pacific, and Europe. The company operates through six segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segments offers investment banking, equity research, institutional sales and trading, securities lending, fund and asset management, direct lending, venture capital, proprietary trading, and investment services; merger and acquisition, restructuring advisory, and recapitalization services; public and private equity offerings; and debt financing solutions. This segment also trades in equity securities. The Wealth Management segment provides wealth management and tax services. The Financial Consulting segment offers bankruptcy restructuring and turnaround management, forensic accounting and litigation support, valuation and appraisal, and real estate services. The Auction and Liquidation Segment provides auction and liquidation services. The Communications segment offers dial-up, mobile broadband and digital subscriber line services under the NetZero and Juno brands; cloud communication services; VoIP cloud-based technology and communication devices and subscription services through magicJack; and mobile phone voice, text, and data services and devices through Marconi Wireless. The Consumer segment sells laptop and computer accessories. The company was formerly known as Great American Group, Inc. and changed its name to B. Riley Financial, Inc. in November 2014. B. Riley Financial, Inc. was founded in 1973 and is headquartered in Los Angeles, California.

Market Capitalization: $130.19 million
P/E Ratio: -0.20
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 440,059 shares
Average Volume: 2.43 million shares
Today's Range: $4.21
▼
$4.48
50-Day Range: $3.08
▼
$6.39
52-Week Range: $2.73
▼
$40.09
Dividend Yield: N/A

49. Great Elm Capital NASDAQ:GECC

$10.39 -0.13 (-1.24%)

As of 03:50 PM Eastern

Great Elm Capital Corp. is a business development company which specializes in loan and mezzanine, middle market investments. It invests in the debt instruments of middle market companies. The fund prefers to invest in media, commercial services and supplies, healthcare, telecommunication services, communications equipment. It typically makes equity investments between $3 million and $10 million in companies with revenues between $3 million and $75 million.

Market Capitalization: $119.94 million
P/E Ratio: 15.06
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 34,574 shares
Average Volume: 17,473 shares
Today's Range: $10.39
▼
$10.68
50-Day Range: $10.03
▼
$11.34
52-Week Range: $9.55
▼
$11.39
Dividend Yield: 12.61%

50. East Resources Acquisition NASDAQ:ERES

$7.59 +0.35 (+4.83%)

As of 03/11/2025

East Resources Acquisition Company does not have significant operations. The company focuses on effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. It intends to identify business opportunities in the field of energy in North America. The company was incorporated in 2020 and is headquartered in Boca Raton, Florida.

Market Capitalization: $87.14 million
P/E Ratio: N/A
Consensus Rating: N/A
Consensus Price Target: N/A
Volume: 288,094 shares
Average Volume: 14,134 shares
Today's Range: $7.16
▼
$7.65
50-Day Range: $6.92
▼
$7.93
52-Week Range: $9.52
▼
$11.43
Dividend Yield: N/A

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