US stock results analysis for Industry - Private Equity, Investment & Asset Managers for the month ending Jul 31, 2025

Analysis of which US stocks have performed the best and worst in Industry - Private Equity, Investment & Asset Managers for the month ending Jul 31, 2025 on the basis of sales/revenues, profits and profit margins. Only companies which have declared results in the current month are considered.

Stock universe
49
POSITIVE PROFIT GROWTH
31
NEGATIVE PROFIT GROWTH
4
NEUTRAL PROFIT GROWTH
-1.3 %
TOTAL REVENUE GROWTH
-16.9 %
TOTAL EBIDT GROWTH
2.4 %
TOTAL OPER. PROFIT GROWTH
 Positive  Negative  Pending
Stock Last Result Updated Market Capitalization Current Price Operating Revenue Qtr Revenue Growth Qtr YoY % Revenue Surprise Qtr % Net Profit Qtr Net Profit Qtr Growth YoY % Net Profit Surprise Qtr % Operating Profit Qtr Operating Profit Growth Qtr YoY % EBITDA Qtr EBITDA Qtr growth YoY % Operating Profit Margin Qtr % Operating Profit Qtr Margin% YoY Change
Associated Capital Group Inc 07-Aug-2025 652.21 30.92 - -
Affiliated Managers Group Inc 07-Aug-2025 6542.73 230.28 -2.62 -22.24
Artisan Partners Asset 01-Aug-2025 3262.80 46.30 2.87 22.46
Apollo Global 07-Aug-2025 75250.12 131.55 8.42 -19.23
Ares Management Corp Ordinary 08-Aug-2025 38906.18 177.31 3.21 -7.42
AllianceBernstein Holding Lp 24-Jul-2025 4291.06 38.82 0.42 -5.21
Franklin Resources 01-Aug-2025 12964.31 24.97 -1.10 -63.42
BlackRock 06-Aug-2025 170207.05 1099.15 -0.41 -3.88
Brookfield Corporation 12-Aug-2025 99489.74 66.51 - -
Bridge Investment Group Ho... 08-Aug-2025 454.85 9.60 0.00 -
Acadian Asset Management Inc 07-Aug-2025 1592.20 44.46 6.21 -
Blackstone 08-Aug-2025 132694.72 169.99 9.44 9.92
Barings BDC Inc 07-Aug-2025 987.44 9.39 12.03 -25.13
Cohen Steers Inc 01-Aug-2025 3699.30 72.54 -0.58 -3.99
Corebridge Financial Inc 05-Aug-2025 18136.02 33.68 -9.44 -207.85
Equus Total Return Inc 15-Aug-2025 30.70 2.26 - -
Federated Hermes Inc Ordinary 01-Aug-2025 4096.72 52.82 0.25 6.63
FS KKR Capital Corp 06-Aug-2025 5077.60 18.13 -1.00 -217.46
Goldman Sachs BDC Inc 07-Aug-2025 1305.45 11.44 -2.33 -15.03
Hercules Capital Inc 31-Jul-2025 3493.62 19.23 6.18 -4.54
Invesco Ltd 01-Aug-2025 9806.74 21.99 0.21 -106.38
Janus Henderson Group plc 31-Jul-2025 6906.73 44.28 2.44 -
KKR 08-Aug-2025 120750.28 135.53 0.75 -
Kayne Anderson Energy 25-Jul-2025 2076.87 12.28 - -
Main Street Capital 08-Aug-2025 5948.91 66.52 4.91 32.90
Blue Owl Capital Inc Ordinary 01-Aug-2025 11582.93 17.79 1.28 -90.64
P10 Inc Ordinary Shares 08-Aug-2025 1321.81 12.03 2.04 -
PennantPark Floating Rate 11-Aug-2025 1017.98 10.26 -4.18 -31.83
PennantPark Investment 11-Aug-2025 471.44 7.22 -1.00 -31.28
Raymond James Financial 06-Aug-2025 32998.05 165.50 0.58 -8.95
Stifel Financial Corp 06-Aug-2025 11502.68 112.58 4.44 -11.46
Saratoga Investment Corp 08-Jul-2025 395.45 24.79 -1.43 27.56
Stellus Capital Investment 06-Aug-2025 420.56 14.80 -1.72 4.96
TriplePoint Venture Growth BDC 06-Aug-2025 275.41 6.83 -1.98 10.30
Sixth Street Specialty Lending 30-Jul-2025 2316.43 24.58 4.17 17.86
UBS Group AG Registered 30-Jul-2025 127907.95 40.36 3.83 3.76
Brookfield Asset Management 08-Aug-2025 93997.02 58.27 -14.81 -16.85
AlTi Global Inc Ordinary 11-Aug-2025 420.39 4.14 5.00 -387.20
Ares Capital Corp 29-Jul-2025 15828.44 22.44 -0.72 3.77
Crescent Capital BDC Inc 13-Aug-2025 590.76 15.94 1.11 -13.49
Carlyle Group Inc The 08-Aug-2025 23058.69 63.75 9.50 -
Capital Southwest Corp 07-Aug-2025 1277.23 22.96 3.00 -14.42
CaliberCos Inc Ordinary 14-Aug-2025 2.75 2.08 -30.35 -307.69
Carlyle Secured Lending Inc 05-Aug-2025 1005.33 13.79 0.87 -48.56
FTAI Aviation Ordinary 31-Jul-2025 15795.87 154.00 24.62 18.21
Fidus Investment Corp 07-Aug-2025 756.78 21.39 6.81 38.29
GCM Grosvenor Inc Ordinary 07-Aug-2025 679.62 12.77 2.01 228.51
Great Elm Group Inc 02-Sep-2025 79.74 2.75 - -
Greenpro Capital Corp 12-Aug-2025 10.43 1.26 - -
Gladstone Investment 12-Aug-2025 543.10 14.21 -3.01 -5.13
Golub Capital BDC Inc 04-Aug-2025 3929.05 14.75 1.33 -12.77
Great Elm Capital Corp 04-Aug-2025 130.61 11.29 7.69 17.53
Gladstone Capital Corp 04-Aug-2025 581.69 26.05 -1.05 -26.82
Hamilton Lane Inc Ordinary 05-Aug-2025 6411.62 146.12 8.36 7.35
Hennessy Advisors Inc 06-Aug-2025 94.70 12.16 - -
Healthequity Inc 02-Sep-2025 7881.58 91.48 1.61 35.75
Investcorp Credit Management 13-Aug-2025 42.43 2.94 - -
Morningstar Inc 31-Jul-2025 10849.80 257.24 0.09 6.63
First Western Financial Inc 01-Aug-2025 221.47 22.79 -4.43 -28.16
MidCap Financial Investmen... 11-Aug-2025 1215.75 13.03 -0.42 -46.42
Medallion Financial Corp. 05-Aug-2025 248.97 10.71 0.62 43.02
Monroe Capital Corp 11-Aug-2025 163.80 7.56 -19.43 -138.40
New Mountain Finance Corp 04-Aug-2025 1129.55 10.62 -1.28 -77.43
Oaktree Specialty Lending ... 05-Aug-2025 1230.55 13.97 -4.76 -11.92
OFS Capital Corp 01-Aug-2025 116.56 8.70 - -
Patria Investments Ltd - O... 01-Aug-2025 2208.62 13.85 -6.48 -
Principal Financial Group 30-Jul-2025 17817.02 79.98 -7.37 -11.66
Prospect Capital Corp 26-Aug-2025 1336.17 2.89 -0.08 -495.96
Portman Ridge Finance Corp 07-Aug-2025 160.22 12.15 -4.61 -187.09
Rand Capital Corp. 04-Aug-2025 44.28 14.91 - -
Silvercrest Asset Manageme... 31-Jul-2025 133.53 15.82 -0.32 -35.79
SEI Investments Co. 28-Jul-2025 10776.40 87.17 -1.07 48.59
StepStone Group Inc - Ordi... 07-Aug-2025 4783.87 60.90 52.77 -
SLR Investment Corp 05-Aug-2025 911.06 16.70 1.28 10.09
SuRo Capital Corp 07-Aug-2025 206.63 8.65 -66.00 1639.01
TPG Inc - Ordinary Shares ... 06-Aug-2025 8639.93 58.52 3.47 -76.58
T. Rowe Price Group 01-Aug-2025 23764.40 108.16 -1.37 13.53
Victory Capital Holdings I... 08-Aug-2025 4771.67 71.45 4.29 -46.84
Virtus Investment Partners... 07-Aug-2025 1308.99 193.98 -1.14 -
WhiteHorse Finance Inc 07-Aug-2025 203.61 8.76 -2.53 -68.49
MSC Income Fund Inc. 14-Aug-2025 663.69 13.99 -0.97 -11.08
DeFi Technologies Inc 14-Aug-2025 688.81 2.03 -70.52 -104.27