Financials: 22 October 2026

What changed in financials, and why it mattered.

01
Mastercard hit a record high as its $1.8 billion BVNK deal turned into a stablecoin platform.
The market is rewarding card networks that build their own digital-dollar payment rails instead of being bypassed by them. If stablecoins become a real way to move money, the payments and cards group is where the gains or the threat would show up first.
Payments and cards· MA·Source
Closest to a screener match in Payments and cards · Thursday's close, 22 Oct
- Capital OneCOF
  One check short of a pick.
  Not a match
- VisaV
  One check short of a pick.
  Not a match
02
London Stock Exchange Group agreed to buy Octus from Permira for $3.5 billion.
Octus is a financial data and intelligence business, so this is the exchange group paying up for more data income, which tends to be steadier than trading income. It fits a wider push by exchanges to become data companies, and the whole group of exchange and data stocks has been strengthening lately.
Exchanges and data· LSEG.L·Source
Closest to a screener match in Exchanges and data · Thursday's close, 22 Oct
- Moody'sMCO
  One check short of a pick.
  Not a match
- Intercontinental ExchangeICE
  One check short of a pick.
  Not a match
03
Barclays missed profit estimates because its fixed-income trading was weak.
Bond trading is a big earner for banks with large trading arms, so a shortfall at Barclays is a warning for other banks with similar businesses. It points to UK banks and to investment banks, where trading results drive the numbers.
UK banks· BARC.L·Source
Closest to a screener match in UK banks and Investment banks · Thursday's close, 22 Oct
- NatWestNWG.L
  One check short of a pick.
  Not a match
- BarclaysBARC.L
  One check short of a pick.
  Not a match
04
Moody's missed third-quarter estimates and its shares fell nearly 3%, while CME Group reported its highest third-quarter revenue on record.
Within data and exchange companies the results split. Moody's kept its full-year guidance, which limits the damage from the miss. CME's record revenue shows the trading side of the group is doing well.
Exchanges and data· MCO, CME·Source 1·Source 2·Source 3
Closest to a screener match in Exchanges and data · Thursday's close, 22 Oct
- Moody'sMCO
  One check short of a pick.
  Not a match
- Intercontinental ExchangeICE
  One check short of a pick.
  Not a match
05
Apollo agreed to buy a majority stake in a $2 billion UDR property portfolio.
Large alternative asset managers keep putting their funds into real estate, which is a source of fees and deal activity for the group. It is one deal, so it shows the direction of travel rather than a change for the whole sector.
Asset managers· APO·Source
Closest to a screener match in Asset managers · Thursday's close, 22 Oct
- BlackRockBLK
  Two checks short of a pick.
  Not a match
- KKRKKR
  Three checks short of a pick.
  Not a match

Published 22/10/2026, 08:05 UTC · claude-sonnet-5-5

Mastercard hit a record high as its $1.8 billion BVNK deal turned into a stablecoin platform.

London Stock Exchange Group agreed to buy Octus from Permira for $3.5 billion.

Barclays missed profit estimates because its fixed-income trading was weak.

Moody's missed third-quarter estimates and its shares fell nearly 3%, while CME Group reported its highest third-quarter revenue on record.

Apollo agreed to buy a majority stake in a $2 billion UDR property portfolio.

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