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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Financial Services sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Investment Managers & Custodians industry is 8.2/10 across 13 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 13-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The industry average rose from 7.77 to 8.23 on record inflows, yet more companies flagged pricing pressure, with the count moving from 4 to 5. Ameriprise (AMP), Invesco (IVZ), KKR (KKR), Principal (PFG) and T. Rowe Price (TROW) are the five. At Invesco and T. Rowe Price, management tied it to client demand for lower-fee products. Seven companies scored higher and two scored lower.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Credit | 11 | 623 |
| AI & Tech | 10 | 82 |
| CAPEX | 6 | 51 |
| Housing | 3 | 21 |
| Company | Sentiment |
|---|---|
| NTRS Northern Trust | 10/10 |
| STT State Street Corporation | 10/10 |
| IVZ Invesco | 9/10 |
| RJF Raymond James Financial | 9/10 |
| BLK BlackRock | 9/10 |
| BX Blackstone Inc. | 8/10 |
| KKR KKR | 8/10 |
| PFG Principal Financial Group | 8/10 |
| APO Apollo Global Management | 8/10 |
| BEN Franklin Resources | 8/10 |
| ARES Ares Management Corporation | 7/10 |
| AMP Ameriprise Financial | 7/10 |
| TROW T. Rowe Price | 6/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.