The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

1317 ET - Robinhood logged higher revenue from its prediction markets product in 4Q, but analysts question whether that momentum will continue at the same rate. Prediction market trading has been focused heavily on sports, which could mean Robinhood sees a seasonal decline now that the NFL season is wrapped up, Raymond James analysts say. The company is already exposed to volatility due to its dependence on market moves. Robinhood Chief Executive Vlad Tenev says the company has diversified prediction markets into several non-sports events and now has thousands of contracts available. There was particularly strong trading around the government shutdown, he says. (katherine.hamilton@wsj.com)

1308 ET - Prediction markets were one of the few bright spots in Robinhood's 4Q, and analysts were laser-focused on the segment. Revenue from prediction markets totaled $109 million, up from $29 million in 3Q, according to Raymond James analysts. The growth was in contrast with lower-than-expected overall revenue and deposits, which were weighed down by a crypto sell-off. Still, analysts' questions during the call primarily focused on prediction markets. Prediction markets, which Robinhood added to its platform in March 2025, are gaining increasing interest on Wall Street as they threaten to upend the gambling industry. (katherine.hamilton@wsj.com)

1242 ET - Robinhood's 4Q results highlight how market-dependent the online trading platform is, Truist analysts say. Robinhood missed expectations for revenue, funded customers and net deposits, reflecting a recent cryptocurrency selloff, the analysts say. This comes after 3Q revenue doubled on a strong crypto period. "This was not the momentum boost bulls had been hoping for," the analysts say. While Robinhood has made strides to diversify, the volatility between 3Q an 4Q shows the company is still reliant on market performance. Robinhood sinks 12%. (katherine.hamilton@wsj.com)

1031 ET - Homebuyers need to earn $111,252 per year to afford the typical U.S. home for sale, Redfin says. That's down 4% from $115,870 a year ago. The income needed to buy a home has been declining since November, providing some much-needed relief. Redfin considers a home affordable if a buyer taking out a mortgage spends no more than 30% of their income on their monthly housing payment. Homebuying affordability is improving in 37 of the 50 most populous U.S. metro areas. Affordability has improved most in Dallas, Sacramento and Jacksonville, Fla. The median home-sale price is $426,747, just slightly higher than last year, but average mortgage rates are sitting around 6.1%, down from nearly 7% last year. That makes the median monthly mortgage payment around $2,675, down from roughly $2,800 a year ago. (chris.wack@wsj.com)

0917 ET - Shares in Italian wealth management companies fall sharply as markets react to a product launch from U.S. financial-technology startup Altruist. The startup said a tax planning tool could analyze tax returns and payslips without manual intervention, producing tax strategies within minutes. The release sparked a selloff across U.S. and European wealth management stocks. FinecoBank shares fall 7.3%, while Banca Generali tumbles 5.6%. Banca Mediolanum, which has a large wealth management business focused on wealthy Italians, drops 6.2%. Azimut Holdings, which owns a financial advisor network, falls 3.15%. Rather than suffer from AI competition, FinecoBank will benefit because of its in-house platform incorporating the technology, Equita analysts write. (josephmichael.stonor@wsj.com)

0756 ET - Elliott Management's reported move raises questions about how it intends to revamp London Stock Exchange Group, AJ Bell's Dan Coatsworth writes in a note. Reports say the activist hedge fund has built a significant stake in LSEG to boost performance, without pushing for a breakup or sale, he notes. Activists typically buy undervalued shares, press for strategic changes--such as leadership shift, asset sales, or a capital reallocation--and aim to lift the share price before exiting at a profit, he adds. Some campaigns conclude within a year, while others take longer. "The market will be watching closely for Elliott to spell out how it plans to refocus LSEG and make money along the way," he says. LSEG shares are up 1.8% at 74.98 pounds.( najat.kantouar@wsj.com)

0732 ET - Bitcoin and other cryptocurrencies fall as investors exercise caution ahead of key U.S. economic data, Saxo Bank analysts say in a note. "The broader picture remains consolidation-driven, rather than trend-driven, as investors wait for clarity on inflation and [interest] rates." The nonfarm payrolls report is due at 1330 GMT followed by inflation data on Friday with both key for U.S. rate expectations. There's demand for put options that bet on falls in Coinbase and MicroStrategy, suggesting investors are tightening risks around crypto-linked equities, they say. However, exchange traded fund flows data show bitcoin-tracking iShares Bitcoin Trust ETF recorded inflows Tuesday while Ether flows were "modestly positive." Bitcoin falls 2.4% to $67,017, LSEG data show. Ether falls 2.7% to $1,953. (renae.dyer@wsj.com)

0722 ET - ABN Amro's strong dividend-per-share and distribution results could boost capital return expectations, UBS analysts Johan Ekblom and Joshua Humphreys write in a research note. The Dutch lender's capital optimization would be encouraging even without beneficial seasonal factors in the fourth quarter, they say. "The other area we think is key to today's result is the ongoing rightsizing of the cost base of the bank." The company posted a modest miss on consensus estimates for profit. Shares are down 1.1% at 30.65 euros. (william.gray@wsj.com)

0415 ET - Standard Chartered's H-shares ended lower for a second day, trading in the red through most of the session as markets digest the departure of the bank's Group CFO. The news brings up concerns over the swift change and StanChart's succession, though CEO Bill Winters hasn't indicated plans to retire, Morningstar analyst Kathy Chan says in a note. That said, Chan sees limited operational impact from the shakeup, and expects the group will have time to find a suitable replacement. Meanwhile, margins will likely come under pressure, given the bank's lack of scale to compete with larger peers as interest rates fall. Morningstar views the shares as overvalued, citing a price/book value of 1.1, above the 10-year historical average. It keeps a fair value estimates of HK$150 on the stock, which closed 0.9% lower at HK$196.20. (jason.chau@wsj.com)

0224 ET - Bank Mandiri's 2025 earnings outperformed, which is likely to lead to higher shareholder returns, Maybank Sekuritas Indonesia analysts say in a research report. Its earnings growth and balance sheet metrics are stabilizing, indicating that its dividends should become more consistent, with the brokerage forecasting the bank's dividend yields at 8.5% in 2026 and 9.3% in 2027. Also, the Indonesian bank's asset quality is expected to be manageable, thanks to its corporate-led loan growth mix. The brokerage lifts its 2026 net-profit forecast for Bank Mandiri by 7.1%, and raises the stock's target price to IDR6,000.00 from IDR5,600.00 with an unchanged buy rating. Shares are 1.5% lower at IDR5,025.00. (ronnie.harui@wsj.com)

0217 ET - Commerzbank's fourth-quarter results and guidance update are somewhat underwhelming, Keefe, Bruyette & Woods says in a research note. The German lender reported mixed results and an outlook for this year that doesn't move the dial as it already broadly aligns with consensus expectations, analysts say. "While core revenues came in ahead of expectations and volume trends were encouraging, the cost miss was unhelpful and the 2026 guidance is insufficient to lift estimates this morning," they write. (elena.vardon@wsj.com)

0209 ET - CapitaLand Investment's China asset write-offs remove remaining uncertainties for the asset manager, says DBS Group Research's Derek Tan in a note. While its 2025 headline profit missed estimates, the decline is largely related to devaluations in its China portfolio, which was "well expected," given soft operating conditions there, he says. No further downside risks are expected after these write-offs, which Tan estimates to be around 10% in book value. The asset manager's focus this year is to sharpen its portfolio through asset sales and redevelopments, which it could leverage through its around S$6.4 billion headroom, the analyst adds. DBS is reviewing its buy rating and S$3.65 target price. Shares fall 5.4% to S$3.00. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

February 11, 2026 16:50 ET (21:50 GMT)

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