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2021-04-12
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Why Analysts Are Bullish on Banks' Upcoming Earnings
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Now, analysts say the sector is one of th","content":"<p>At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street.</p>\n<p>Bank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are up 25% this year, outpacing the 8% gain in the S&P 500. The sector has been helped by improving economic conditions and the steepening yield curve but analysts see even more levers for growth.</p>\n<p>“We’re only halfway through the rally,” Matt O’Connor, analystDeutsche Bank,wrote in a recent note. He sees earnings per share increasing by as much as 20% in 2023 and 2024 and stocks gaining as much as 50% over the next two to three years. Banks will continue to benefit from the things that have helped them this year, but O’Connor also expects that loan growth will be a driver of results in the back half of the year as the economy is on even firmer footing. He went on to note that a 10% jump in loan growth adds roughly 8% to banks’ earnings. The sector generally needs to see a full percentage point increase in interest rates to see a similar impact to earnings.</p>\n<p>The banks O’Connor likes most areBank of America(BAC),Citizens Financial(CFG),JPMorgan Chase(JPM), M&T Bank (MTB),Truist Financial(TFC),U.S. Bancorp(USB), and Wells Fargo(WFC).</p>\n<p>Deutsche Bank isn’t the only shop taking a positive view on the big banks.Goldman Sachsalso issued a bullish note on the sector. With big banks set to report earnings next week, analysts at Goldman Sachs said they expect executives to strike an optimistic tone for this year and next.</p>\n<p>Working in the sector’s favor is the expectation of strong reserve releases and excess capital return. Last year banks added billions to their reserves in the expectation of looming credit losses but with the economy recovering better than expected,those releases could soon be released into earnings. Banks also faced restrictions on buybacks and dividend payouts last year as the Federal Reserve wanted banks to conserve capital during the downturn.But the Fed last month said it was looking to ease those restrictions subject to how the banks perform in their annual stress tests.</p>\n<p>Goldman Sachs’ top picks are Morgan Stanley (MS),Bank of America (BAC), andCitigroup(C).</p>\n<p>JPMorgan, Wells Fargo, and Goldman Sachs are set to report earnings next Monday. The other big banks will follow later in the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Why Analysts Are Bullish on Banks' Upcoming Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n Why Analysts Are Bullish on Banks' Upcoming Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 08:49 GMT+8 <a href=https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street.\nBank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are ...</p>\n\n<a href=\"https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/why-analysts-are-bullish-on-banks-upcoming-earnings-51617663295?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101970793","content_text":"At this time last year, investors were fleeing from banks. Now, analysts say the sector is one of the better bets on Wall Street.\nBank stocks, as measured by the SPDR S&P Bank ETF (ticker: KBE), are up 25% this year, outpacing the 8% gain in the S&P 500. The sector has been helped by improving economic conditions and the steepening yield curve but analysts see even more levers for growth.\n“We’re only halfway through the rally,” Matt O’Connor, analystDeutsche Bank,wrote in a recent note. He sees earnings per share increasing by as much as 20% in 2023 and 2024 and stocks gaining as much as 50% over the next two to three years. Banks will continue to benefit from the things that have helped them this year, but O’Connor also expects that loan growth will be a driver of results in the back half of the year as the economy is on even firmer footing. He went on to note that a 10% jump in loan growth adds roughly 8% to banks’ earnings. The sector generally needs to see a full percentage point increase in interest rates to see a similar impact to earnings.\nThe banks O’Connor likes most areBank of America(BAC),Citizens Financial(CFG),JPMorgan Chase(JPM), M&T Bank (MTB),Truist Financial(TFC),U.S. Bancorp(USB), and Wells Fargo(WFC).\nDeutsche Bank isn’t the only shop taking a positive view on the big banks.Goldman Sachsalso issued a bullish note on the sector. With big banks set to report earnings next week, analysts at Goldman Sachs said they expect executives to strike an optimistic tone for this year and next.\nWorking in the sector’s favor is the expectation of strong reserve releases and excess capital return. Last year banks added billions to their reserves in the expectation of looming credit losses but with the economy recovering better than expected,those releases could soon be released into earnings. Banks also faced restrictions on buybacks and dividend payouts last year as the Federal Reserve wanted banks to conserve capital during the downturn.But the Fed last month said it was looking to ease those restrictions subject to how the banks perform in their annual stress tests.\nGoldman Sachs’ top picks are Morgan Stanley (MS),Bank of America (BAC), andCitigroup(C).\nJPMorgan, Wells Fargo, and Goldman Sachs are set to report earnings next Monday. The other big banks will follow later in the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/342533897"}
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