Joining us here at Post 9 is Tommy Show, CEO of KBW, a steeple company, knows the sector inside out. Bar's a little bit higher after this stock performance. Tom, what do you expect.Yeah, it is. I I think it's going to be a good quarter for the banking industry. We're looking for 7% earnings per share growth becoming 14 for next year.There's revenue growth in the industry, which there hadn't been in a while. We think that credit costs are going to continue to be really well behaved. And we think that the fir ...

Pre-market futures are notably lower than Friday afternoon’s close on all major indexes, though they are beginning to climb out of the muck of fresh tariff threats as early trading warms up to start a new trading week. We had gotten back up to or near record market highs last week before new tariff threats from President Trump threw a damp towel over stock market heat.Last Friday, Trump threatened to slap a new +35% tariff on all Canadian imports to the U.S. On Saturday, he went even further — a new +30% ta ...

Core Viewpoint - Morgan Stanley is expected to announce its second-quarter 2025 earnings on July 16, with analysts and investors closely monitoring the performance amid the implications of Trump's tariff plans [1] Financial Performance - The first-quarter performance was strong, driven by solid investment banking and trading results, with second-quarter revenue estimates at $15.92 billion, reflecting a 6% year-over-year growth [2] - The consensus estimate for earnings in the upcoming quarter has been revised down by 1.5% to $1.93, indicating a 6% improvement from the previous year's quarter [2][4] Earnings Surprise History - Morgan Stanley has a strong history of earnings surprises, having exceeded the Zacks Consensus Estimate in the last four quarters with an average beat of 20.3% [4] Factors Impacting Q2 Earnings - Investment Banking (IB) income is projected to decline year-over-year despite a stronger IPO market, with advisory fees estimated at $538 million, down 9.1% from the previous year [6][8] - Trading revenues are expected to surge due to market volatility, with equity trading revenues estimated at $3.46 billion, a 14.8% increase year-over-year [7][13] - Net interest income is projected to grow by 9.8% year-over-year to $2.27 billion, supported by stable rates and solid loan growth [14][15] Underwriting Fees - The consensus estimate for total underwriting fees is $884 million, indicating a decline of 13.9% year-over-year, with fixed-income underwriting fees expected to fall by 17% [10][11] Cost Management - Total non-interest expenses are anticipated to rise by 6.6% year-over-year to $11.6 billion, as the company continues to invest in its franchises [16] Price Performance - In the second quarter, Morgan Stanley's stock performance was strong, outperforming the Zacks Investment Bank industry and the S&P 500 Index, although it lagged behind Goldman Sachs [20]

Key Takeaways MTB is expected to post higher Q2 earnings and revenues despite NII pressure and expense concerns. Mortgage and deposit fees are likely to have aided revenues, though total non-interest income may have fallen. Management projects lower Q2 expenses driven by a drop in seasonal compensation costs.M&T Bank Corporation (MTB) is slated to report second-quarter 2025 results on July 16, before the opening bell. The company is expected to have registered year-over-year increases in quarterly revenue ...

7月14日晚间，又有多家上市券商或参股券商的上市公司密集发布2025年中期预告。 根据东方财富Choice金融终端统计数据，截至7月14日21:30，共有27家上市券商或参股券商的上市公司发布了2025年中期预告，其中多达14家净利润最大同 比增长幅度超过100%。 14家券商净利润同比增幅超100% 下图为2025年中报预告净利润最大增幅超过100%的14家券商和参股券商的上市公司名单： | 报告年份 | 2025 | < 中报 > | ∨ 展示: 全部预告 | V | | | --- | --- | --- | --- | --- | --- | | 序号 | | | | 预告净利润 | | | | 代码 = | 名称令 | 下限(万元) = | 上限(万元) ◆ | 最大变动幅度(%) ◆ | | 1 | 002926.SZ | 华西证券 | 44,500.00 | 57,500.00 | 1,353.90 | | 2 | 601456.SH | 国联民生 | 112,900.00 | 112,900.00 | 1,183.00 | | 3 | 002670.SZ | 国盛金控 | 15,000.00 ...

Wall Street expects a year-over-year increase in earnings on higher revenues when HBT Financial (HBT) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 21, might help the stock move higher if these key numbers are better than expectations ...

The market expects Washington Trust Bancorp (WASH) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 21, might help the stock move higher if these key ...

BOK Financial (BOKF) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 21, might help the stock move higher if these key numbers are better than expectatio ...

Core Viewpoint - Old National Bancorp (ONB) has reached a significant support level and is considered a good investment opportunity from a technical perspective due to the recent "golden cross" formation in its moving averages [1]. Technical Analysis - ONB's 50-day simple moving average has recently broken above its 200-day moving average, indicating a bullish breakout [1]. - A golden cross is characterized by a downtrend that bottoms out, followed by the shorter moving average crossing above the longer moving average, leading to an upward price momentum [2]. Performance Metrics - Over the past four weeks, ONB has gained 13.4%, suggesting positive momentum [3]. - The stock currently holds a 2 (Buy) rating on the Zacks Rank, indicating potential for further breakout [3]. - Earnings expectations for ONB have improved, with two upward revisions and no downward changes in estimates over the past 60 days, further supporting the bullish outlook [3]. Investment Consideration - Given the technical indicators and positive earnings estimate movements, investors are encouraged to consider adding ONB to their watchlist [5].

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