Banking Stocks

Capital One Financial Corp. (NYSE:COF) reported first-quarter results after Tuesday's closing bell, missing analyst estimates on the top and bottom lines. COF stock is moving. Watch the price action here. Q1 Details Capital One reported quarterly earnings of $4.42 per share, which missed the...

Goldman Sachs analyst Richard Ramsden raised the price forecast on JPMorgan Chase & Co. (NYSE:JPM) from $276 to $303, while reiterating a Buy rating following its investor day on Monday. CEO Jamie Dimon warned that markets are displaying an “extraordinary amount of complacency...

BofA Securities analyst Ebrahim H. Poonawala on Monday noted bank stocks have staged a significant rebound versus April lows, led by global systemically important banks (G-SIBs), money center, investment banks and trust banks. It is unclear to Poonawala whether customer activity during the second...

Charles Schwab Corp. (NYSE:SCHW) may soon deliver one of the strongest earnings accelerations across the brokerage sector, opening the door to a strong upside for its stock, according to Goldman Sachs. In a note shared Friday, Goldman Sachs analyst Alexander Blostein upgraded Schwab from Neutral to...

When Chinese AI lab Deepseek released a state-of-the-art large language model for free, it marked a turning point in enterprise AI strategy — especially for financial institutions. The move underscored a broader shift: the emergence of open-source AI as a serious contender to proprietary offerings...

Morgan Stanley (NYSE:MS) reported a first-quarter 2025 EPS of $2.60, up from $2.02 a year ago, beating the consensus of $2.21. Net earnings increased to $4.16 billion from $3.14 billion. The U.S. bank reported first-quarter revenue of $17.74 billion, up 17% year over year, beating the...

Large U.S. banks rallied to fresh record highs on Wednesday as investors cheered on stronger-than-expected fourth-quarter earnings, driven by resilient lending income, cost-cutting efforts and a rebound in corporate deal-making sending. The Financials Select Sector SPDR Fund (NYSE:XLF) — a widely...

U.S. Bancorp (NYSE:USB) shares are trading lower Tuesday potentially following the announcement of a leadership transition. What To Know: Current President Gunjan Kedia will assume the role of CEO after the company's annual shareholder meeting on April 15, succeeding Chairman and CEO Andy Cecere,...

Regional bank stocks have been on a tear since the 2024 U.S. election, with the SPDR S&P Regional Banking ETF (NYSE:KRE) climbing about 10% versus the broader S&P 500’s 5% gain. Despite this already strong outperformance, JPMorgan analysts, led by Anthony Elian, CFA, see more upside...

Goldman Sachs Group Inc (NYSE:GS) reported on Tuesday upbeat earnings for its third quarter. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer On Goldman Sachs Analyst Chris Kotowski reiterated an Outperform rating while raising the...

A remarkable rally in financial stocks boosted bullish sentiment across Wall Street on Friday, propelling both the S&P 500 and Dow Jones Industrial Average to new record levels. Strong earnings from major U.S. banks helped fuel the broader market, with investors brushing aside mixed economic...

As U.S. banks prepare to report their third-quarter earnings, investor attention is focused on the potential for a soft landing in the economy, Federal Reserve rate cuts, and their impact on bank valuations. Analysts at Bank of America remain cautiously optimistic about the outlook for bank stocks...

Nu Holdings Ltd (NYSE:NU) reported financial results for the second quarter after the market close on Tuesday. Here’s a rundown of the report. Q2 Earnings: Nu Holdings reported second-quarter revenue of $2.8 billion. The Brazilian bank’s top-line results were up 65% on a year-over-year...

Capital One Financial Corporation (NYSE:COF) shares are trading higher Wednesday. Capital One aims to acquire Discover Financial Services (NYSE:DFS), which reported better-than-expected second-quarter results after the bell.  The Details: Discover shares are trading higher after the company...

Citigroup Inc (NYSE:C) shares recovered slightly in early trading on Monday after tanking on Friday, following the second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Oppenheimer On Citigroup Analyst Chris Kotowski...