Key Highlights

  • Apollo Global Management (NYSE:APO) held about USD 1.05 trillion of Assets under management at June 30, 2026, drew USD 298 billion of trailing 12-month inflows, and faces a USD 2.20 screener consensus after an EPS miss of USD 2.11.
  • Itau Unibanco (NYSE:ITUB) delivered recurring Return on Equity of 24.3 percent in the second quarter, down 0.5 percentage points, with a 90-day delinquency ratio stable at 1.9 percent and a calendar consensus of USD 0.22 per ADR.
  • Broadridge Financial Solutions (NYSE:BR) faces a USD 1.37 EPS estimate in its seasonally light fiscal first quarter, about 9.3 percent below the USD 1.51 earned a year earlier, with fiscal 2027 adjusted EPS guidance of USD 10.37 to USD 10.75.
  • On October 22, 2026, Thomson Reuters (NYSE:TRI) stock climbed 6.94 percent on the launch of AI tax tools. Management still guides third quarter adjusted EBITDA Margin to about 36 percent, versus 38.1 percent in the second quarter.

Apollo Global Management (NYSE:APO): Inflows Against a Noisy Comparison

Apollo Global Management (NYSE:APO) reports before the NYSE opens on Tuesday, November 3, 2026, with a webcast at 8:30 a.m. ET. The USD 2.20 screener consensus sits about 4.3 percent above the USD 2.11 delivered in the second quarter, by simple arithmetic. Reported Revenue of USD 11.15 billion against an estimate near USD 5.6 billion likely reflects investment-related items in Retirement Services, which is an inference. Apollo earns management and transaction fees, plus a spread in Retirement Services equal to the Yield on originated assets minus the cost of policies. Second quarter origination of USD 74 billion and inflows of USD 60 billion feed both. Shares rose about 2.67 percent in premarket trading on August 4 despite the miss. At the latest quote of USD 118.56, a 5 percent rise would reach about USD 124.49 and a 5 percent fall about USD 112.63, simple arithmetic. Risks include Credit losses and private-asset valuation marks. No peer print has been verified.

Itau Unibanco (NYSE:ITUB): Can Return on Equity Hold at 24.3 Percent?

Itau Unibanco (NYSE:ITUB) is listed for November 3, 2026 with the call time not specified, and the date is from the calendar and unverified. Recurring managerial Net Income was BRL 12.4 billion in the second quarter, up 7.8 percent year over year, while the credit portfolio of BRL 1,522.4 billion grew 9.6 percent, so loans outpaced profit, simple arithmetic on two published growth rates. Cost of credit was BRL 10.1 billion, or 2.7 percent of the average Loan portfolio, and the 15 to 90 day delinquency ratio rose 0.1 percentage point to 1.8 percent, a leading indicator of later provisions. The company reports in reais, so the USD 0.22 per ADR figure also depends on the exchange rate. Bradesco (NYSE:BBD) reported on October 22, 2026 with recurring profit of BRL 7.11 billion against a BRL 7.14 billion poll, and its share reaction was not verified. A 5 percent move on the USD 79.47 billion Market Value is about USD 4.0 billion, simple arithmetic.

Broadridge Financial Solutions (NYSE:BR): A Demanding Light Quarter

Broadridge Financial Solutions (NYSE:BR) was listed to report before the open on November 3, 2026, with a market value of about USD 20.23 billion. The first quarter is seasonally the lightest because proxy and event-driven revenue arrive later in the year. Management said it contributes about 11 to 13 percent of full-year EPS, which implies USD 1.14 to USD 1.40 on guidance, putting the USD 1.37 estimate near the top, per a published preview. Closed sales were a record USD 158 million in the fourth quarter and the Backlog was USD 470 million. Fiscal 2027 guidance includes about USD 25 million of AI productivity savings and about 40 basis points of drag from lower interest rates, while Wealth revenue growth slowed to 1 percent. Shares have gained nearly 9 percent since the last report and sit about 2 percent below the post-earnings high. A 5 percent move is about USD 1.0 billion, simple arithmetic. Fiserv also reports before the open that day.

Thomson Reuters (NYSE:TRI): AI Momentum Against a Margin Dip

Thomson Reuters (NYSE:TRI) reports on Tuesday, November 3, 2026 with a webcast. Published consensus is about USD 0.89 per share and USD 1.91 billion of revenue, up about 7 percent, while the screener shows USD 0.87, so the exact bar is unclear. The margin guide of about 36 percent, against 37.7 percent a year earlier, reflects a USD 19 million severance charge and Investment in AI, an interpretation and not a company statement. Legal and Corporates each grew 10 percent organically, but Tax, Audit and Accounting slowed to 8 percent from 11 percent two quarters earlier, and generative AI products are 32 percent of annualized contract value. Shares are up 12 percent since the last report while the S&P 500 is down about 2 percent. A bull case would push shares through the USD 123.76 post-earnings high, and a bear case is a margin below 36 percent. No options-implied move or peer print was verified.

Where Things Stand

The most riding on a print sits with the stocks that have already moved. Thomson Reuters (NYSE:TRI) is up 12 percent since its last report. Broadridge Financial Solutions (NYSE:BR) is up nearly 9 percent. Both have rallied into the report, so little room is left for an in-line result. Apollo Global Management (NYSE:APO) must show that its EPS miss was timing, not trend. Itau Unibanco (NYSE:ITUB) must hold return on equity near 24.3 percent as early delinquency edges higher, and Brazil also carries currency, Interest Rate and policy risks. Management commentary on credit Demand and funding costs will likely drive the response. All four are previews, not forecasts, and no options-implied moves were found.