SEC Filings
Invesco's Preliminary September AUM Fell 0.9% To $2,537.8 Billion, But Its Own Table Shows A Different Total
The press release's text and its table disagree on the September 30 total, and all September figures are preliminary.
Jonathan Ponciano
Editor @TheBullished. Ex-Forbes reporter/editor, UNC Chapel Hill, Columbia MBA. Bringing smart coverage and analysis to every corner of the stock market.
Earnings
Delta's Fuel Bill Cut Quarterly Net Income To $756 Million, But Adjusted Earnings Edged Up
Adjusted revenue hit a September-quarter record, and Delta guided to full-year earnings of $5.10 to $5.60 per share.
SEC Filings
Atrium Therapeutics Amends 8-K: 21,571,507 Shares Will Be Outstanding After Private Placement
An 8-K/A fixes the post-offering share count, which includes make-whole awards tied to the Avidity Biosciences spin-off.
SEC Filings
Amcor Updates Share Plan Math: 26.8 Million Shares, 5.8% Dilution, Vote Still Recommended
A proxy supplement refreshes dilution figures after September equity grants; the board still urges shareholders to approve the 2026 plan.
SEC Filings
Clover's 5-Star PPO Rating Holds Only Because CMS Dropped 20 Measures; Counted, It Is 4.5 Stars
The 5-star score depends on a May 27 federal ruling that is on appeal, and Clover's HMO plan got 4.5 stars.
Earnings
Humana Says 2027 Star Ratings Clear Its Top-Quartile Goal, And Some 2028 Upside Will Be One-Time
An 8-K affirms 2026 adjusted EPS guidance of at least $9.00 and sets December 10 as the date of a virtual investor update.
SEC Filings
Transocean Moves $1.0 Billion Equinor Contract Into Firm Backlog, Adds $62 Million Shell Norway Job
An 8-K says Equinor gave final approval to three Norway rigs, and Shell awarded the Transocean Norge two wells.
SEC Filings
Japan's Regulator Extends Prudential Of Japan Sales Ban To January 31, 2027, And Halts Gibraltar's Life Consultant Channel
Both insurers must file improvement plans by the end of November 2026, and Prudential says they remain financially sound.
Deals
TD Bank Cleared To Buy Back Up To C$10 Billion Of Its Shares Starting Friday
Canada's banking regulator approved the program, which is also capped at 61 million common shares.
Insider Trades
BioLife CEO De Greef's Entire Reported Stake Is Gone, But Repligen's Merger Closing Did It, Not Open-Market Sales
A filing shows performance shares vested at about 200% before the merger closed, then the CEO's holdings were withheld or converted.
Insider Trades
Arista CEO Jayshree Ullal Sold $97.6 Million Of Stock Through Family Trusts Under A Plan Set In November 2025
A Form 4 shows trusts sold 460,374 ANET shares at an average $212.09 on Tuesday, leaving her with 25,297,341 shares.
SEC Filings
Tilray Gets A Covenant Holiday On Its Bank Debt, But The $15 Million Revolver Is Off Limits
A Seventh Amendment skips the lender test for the August quarter, and $52.0 million of convertible notes still mature June 15, 2027.