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Stock impact report

Advisory Research Select Dividend Q1 2026 Investor Letter [Seeking Alpha]

Piper Sandler Companies (PIPR) 
Last piper sandler companies earnings: 5/1 08:04 am Check Earnings Report
Company Research Source: Seeking Alpha
We continue to estimate roughly 2:1 odds of a diplomatic (or non-military) outcome versus a sustained military resolution. Equities should remain relatively resilient, as moderate, controlled inflation has historically been supportive of nominal earnings growth. For 1Q2026, our flagship Global Select Dividend strategy was up +3.9% (-2.2% vs. the benchmark iShares MSCI ACWI ETF). The combination of quantitative factor modeling with bottom-up fundamental analysis provided a durable edge again in the first quarter of 2026. Arron Jones/iStock via Getty Images A Wild Start to the Year At year-end 2025, we published our inaugural 10 Surprises for 2026 list. The thought exercise attempted to list outlier events that were underpriced by the market but that we believed had a better than 50% probability of occurring in 2026. One quarter into 2026, we feel encouraged by our analysis as nearly half of the list seems to be playing out as expected. This, in large part, explains our s Show less Read more
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