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DATA RELEASE
SEC Registered Investment Advisers (Form ADV)
2026-11$177.9T
+0.0% vs Oct
Kayne Anderson Capital Advisors reported assets falling 58.1% to $14.3 billion, and three firms running $1 billion or more withdrew their registrations entirely, even as the $1B+ adviser count holds at 5,390.
Source: FREDQ3 2026
EPS
$0.71
est $0.64+11.3%
Revenue
$3.75B
est $3.79B-1.0%
A fifth straight earnings beat came with a shutdown attached: the FDA's Official Action Indicated classification at the Nashik, India plant cost roughly $100 million of quarterly revenue. Management still raised the midpoints of every 2026 guidance metric.
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Q3 2026
EPS
$1.59
est $1.65-3.5%
Revenue
$624M
est $622M+0.4%
Management raised full-year AFFO guidance to $8.87 to $8.97 per diluted share on the strength of digital billboards, national advertisers and political dollars, despite the GAAP miss. AFFO per share, the metric REIT investors actually pay for, rose 9.5% to $2.41.
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CDW Just Raised Its Dividend 8%. Is This Tech Stock a Hidden Gem?
After years of raises so small they barely registered, CDW just delivered a bigger check, but rising debt and shrinking margins complicate the story. Retirees weighing a spot on their dividend list should look past the headline number.
Q1 2027
EPS
$1.82
est $1.56+16.4%
Revenue
$1.89B
est $1.85B+2.6%
Coach revenue climbed 16% to $1.66 billion, enough for management to lift full-year EPS guidance to $8.25 to $8.35 and raise planned buybacks to $1.7 billion. Kate Spade is still shrinking, down 10% with an operating loss, leaving one brand carrying the company.
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Q1 2027
EPS
$3.26
est $2.94+10.9%
Revenue
$67.51B
est $66.51B+1.5%
Full-year guidance went up to $12.80 to $13.00 per share, and management locked in a binding letter of intent to renew its CVS Health distribution agreements, removing the biggest customer-concentration question hanging over the stock. Pharmaceutical and Specialty Solutions profit rose 17%, the fourth straight quarter of beating EPS expectations.
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Given this quarter's strong performance and our updated expectations for the remainder of the year, we are raising our fiscal 2027 non-GAAP EPS outlook.
A guidance raise one quarter into fiscal 2027 sets a higher bar for the rest of the year at the $60.7 billion distributor, and it puts pressure on rival wholesalers reporting into the same demand backdrop. Watch how much of the raise management attributes to the quarter versus the back half.
Q3 2026
EPS
$1.70
est $1.65+3.0%
Revenue
$4.13B
est $4.12B+0.2%
The sixth straight earnings beat lands three days after the $49 billion Kenvue deal closed, putting the debt load at the center of the story. Organic sales fell 1.3%, and management still reaffirmed its 2026 standalone outlook.
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Q3 2026
EPS
$1.74
est $2.04-14.8%
Revenue
$506M
est $511M-0.9%
Buybacks were the only reason per-share earnings rose at all: the diluted share count dropped to 46.0 million from 55.5 million. Attendance fell on bad weather, calendar shifts and weaker international visitation, and management offered no formal guidance, leaning instead on pass sales and 2027 bookings for Discovery Cove and group business.
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Q4 2026
EPS
$4.15
est $4.07+2.0%
Revenue
$5.27B
est $5.11B+3.1%
The first full quarter of the slimmed down MedTech company beat on both lines, and management guided fiscal 2027 adjusted EPS to $13.10 to $13.30 against $12.70 last year. Free cash flow jumped 42.5%, the tell that the Life Sciences spin is paying off.
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Q3 2026
EPS
$0.53
est $0.70-23.8%
Revenue
$4.43B
est $6.12B-27.6%
Earnings came in nearly 24% below consensus, the first real miss in two years, as capital spending jumped 49% to fund the Bell AI Fabric data centre and the Ziply Fiber build. Management still reaffirmed 2026 guidance of 1% to 5% revenue growth and the $1.75 annualized dividend, so the question is whether the AI build pays off before free cash flow thins further.
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Bill Ackman Says Trump Could Do “The Greatest Real Estate Deal Of All Time” That Would Create “Half A Trillion” Dollars Of Value By Releasing Mortgage Giants From Conservatorship
Bill Ackman says an executive order could free Fannie Mae and Freddie Mac, but Democrats just won Congress, Treasury holds a giant claim on the shares, and Ackman owns a big stake. Who really collects if the deal happens?