TopGun^® Press

Brendan Wood International Investor Conviction Intel – Financials – February 20th 2025

February 20th, 2025 by TopGun Press

Below are the most “talked about” Financial Stocks on the BWI Shareholder Confidence Index based on our daily consultations with global investors.

If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.

Commitment to Own the Name in the Year Ahead Changes in Investor Confidence Scores – FIG Sector

(YE 1Q 2025 as of February 17th vs. YE 4Q 2024)

Legend:

Increase: Higher Quality Metric Score Compared to Result from 4Q 2024

Static: Unchanged Quality Metric Score Compared to Result from 4Q 2024

Decrease: Lower Quality Metric Score Compared to Result from 4Q 2024

Admiral Group plc

Increase: Strategy, CEO, Long Term Growth, CFO, Short Term Growth, Momentum of Investor Confidence, Price Appreciation Potential

Static: Board of Directors, Senior Management, Balance Sheet

Decrease: Transparency/Disclosure

“Admiral Group continues to grow and take market share in the UK.”

“Admiral Group has a very sensible strategy.”

“Admiral Group priovides lots of disclosures. The issue is that, despite this, it doesn’t assist anyone. The complexity of what they provide is overwhelming. They possess significant discretion in how they report. It is very challenging to generate estimates for this company.”

“Admiral Group is the Progressive of the UK.”

National Bank of Canada

Increase: Commitment to Own the Name in the Year Ahead, Strategy, CEO, Balance Sheet, Price Appreciation Potential, Transparency/Disclosure, Momentum of Investor Confidence, Short Term Growth

Static: CFO, Board of Directors, Senior Management

Decrease: Long Term Growth

“I have a lot of confidence in National Bank’s CEO because he hasn’t made any reckless acquisitions. He took his time before making a move, showing no signs of ego-driven decisions. When the acquisition finally happened, it turned out to be one of the most value-added deals I can think of in Canada.”

“National Bank consistently delivers on their promises, or even exceeds expectations'”they don’t throw any surprises. They know exactly what they’re doing and don’t overstate things. If anything, they tend to outperform. What they do is rare and impressive for a bank.”

“National Bank’s CEO, Laurent Ferreira, is starting to prove himself and people are gaining confidence in him.

Lincoln National Corp

Increase: Commitment to Own the Name in the Year Ahead, Balance Sheet, Senior Management, Short Term Growth, Momentum of Investor Confidence, Price Appreciation Potential, Transparency/Disclosure, Short Term Growth, CEO

Static: Strategy, Board Of Directors, CFO, Long Term Growth

Decrease: N/A

“Lincoln National’s CEO, Ellen Cooper, has executed well.”

“Lincoln National executed a lot of initiatives last quarter, which was quite good.”

About Brendan Wood International:

Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.

Disclaimer:

We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.