The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. The Bank of New York Mellon Corporation (BK) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.The Bank of New York Mellon Corporation is a member of the Finance sector. This group includes 869 individual stocks ...

Core Viewpoint - KeyCorp's recent earnings report shows a significant year-over-year increase in earnings and revenues, but also highlights rising expenses and provisions that could impact future performance [2][4][10]. Financial Performance - KeyCorp's Q2 2025 earnings per share from continuing operations was 35 cents, exceeding estimates by a penny and reflecting a 40% increase from the prior year [2]. - Net income from continuing operations attributable to common shareholders was $387 million, up 63.3% year over year [3]. - Total revenues increased 20.9% year over year to $1.83 billion, surpassing the Zacks Consensus Estimate of $1.80 billion [4]. - Net interest income (NII) increased 27.9% year over year to $1.15 billion, with net interest margin (NIM) expanding 62 basis points to 2.66% [5]. - Non-interest income rose 10% year over year to $690 million, driven by increases in most fee income components [7]. Expenses and Provisions - Non-interest expenses grew 7% year over year to $1.15 billion, attributed to increases in nearly all cost components [8]. - The provision for credit losses was $138 million, up 38% year over year, indicating potential credit quality concerns [10]. Loan and Deposit Trends - Average total loans were $105.72 billion, up 1.3% from the previous quarter, while average total deposits decreased to $147.45 billion [9]. - The decline in deposits was primarily due to reductions in higher-cost commercial client balances and retail CDs [9]. Credit Quality - The allowance for loan and lease losses was $1.45 billion, down 6.5% from the prior year, while non-performing assets as a percentage of total loans decreased to 0.66% [11]. Capital Ratios - KeyCorp's tangible common equity to tangible assets ratio improved to 7.8%, and the Tier 1 risk-based capital ratio rose to 13.4% [12]. Future Outlook - Management expects average loan balances to decline by 1-3% in 2025, with period-end loans anticipated to rise by approximately 2% [13]. - NII is projected to increase by 20-22% in 2025, with NIM expected to reach around 2.75% by Q4 2025 [14]. - Non-interest income is expected to rise by 5% or more in 2025, while non-interest expenses are anticipated to increase by 3-5% [15]. Market Position - KeyCorp has experienced a downward trend in estimates since the earnings release, currently holding a Zacks Rank 3 (Hold) [16][18]. - In comparison, State Street Corporation, a peer in the same industry, reported a revenue increase of 8.1% year over year and has a Zacks Rank 2 (Buy) [20].

Over the past three months, the Zacks Consensus Estimate for NTRS' full-year earnings has moved 7.1% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive. For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Northern Trust Corporation (NTRS) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Fin ...

Core Viewpoint - Income investors prioritize generating consistent cash flow from investments, with dividends being a key focus for returns [2][5]. Company Overview - U.S. Bancorp (USB) is headquartered in Minneapolis and has experienced a price change of -3.49% this year [3]. - The company currently pays a dividend of $0.50 per share, resulting in a dividend yield of 4.33%, which is significantly higher than the Banks - Major Regional industry's yield of 3.35% and the S&P 500's yield of 1.48% [3]. Dividend Growth - U.S. Bancorp's annualized dividend of $2.00 has increased by 1% from the previous year, with an average annual increase of 4.01% over the last five years [4]. - The company's current payout ratio is 47%, indicating that it pays out 47% of its trailing 12-month earnings per share as dividends [4]. Earnings Growth Expectations - For the fiscal year, U.S. Bancorp anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 at $4.34 per share, reflecting a year-over-year growth rate of 9.05% [5]. Investment Considerations - U.S. Bancorp is viewed as a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6].

Northern Trust Corporation (NTRS) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $2.08 per share. This compares to earnings of $1.78 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.40%. A quarter ago, it was expected that this company would post earnings of $1.85 per share when it actually produced earnings of $1.9, delivering a surprise of +2.7%.Over the last four quarters, the ...

分组1 - BankUnited, Inc. reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and up from $0.72 per share a year ago, representing an earnings surprise of +15.19% [1] - The company posted revenues of $273.93 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.12%, compared to year-ago revenues of $250.21 million [2] - BankUnited has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has added about 1.4% since the beginning of the year, underperforming the S&P 500's gain of 7.3% [3] - The current consensus EPS estimate for the coming quarter is $0.81 on revenues of $273.49 million, and for the current fiscal year, it is $3.20 on revenues of $1.07 billion [7] - The Zacks Industry Rank for Banks - Major Regional is currently in the top 11% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

What's Next for KeyCorp? While KeyCorp has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? KeyCorp (KEY) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +2.94%. A quarter ago, it was expected that this company wo ...

Core Viewpoint - Comerica Incorporated (CMA) reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.23 per share, but down from $1.53 per share a year ago, indicating an earnings surprise of +15.45% [1][2] Financial Performance - The company posted revenues of $849 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.51% and up from $824 million year-over-year [2] - Over the last four quarters, Comerica has exceeded consensus EPS estimates three times and has topped consensus revenue estimates three times as well [2] Stock Performance and Outlook - Comerica shares have increased by approximately 0.9% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The company's current consensus EPS estimate for the upcoming quarter is $1.32 on revenues of $856.2 million, and for the current fiscal year, it is $5.08 on revenues of $3.39 billion [7] Industry Context - The Zacks Industry Rank for Banks - Major Regional is currently in the top 7% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]

Group 1 - Truist Financial Corporation reported quarterly earnings of $0.91 per share, missing the Zacks Consensus Estimate of $0.92 per share, with an earnings surprise of -1.09% [1] - The company posted revenues of $4.99 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.10%, compared to year-ago revenues of $4.97 billion [2] - Truist Financial shares have increased by approximately 3.8% since the beginning of the year, while the S&P 500 has gained 7.1% [3] Group 2 - The earnings outlook for Truist Financial is mixed, with the current consensus EPS estimate for the coming quarter at $0.99 on revenues of $5.14 billion, and $3.88 on revenues of $20.31 billion for the current fiscal year [7] - The Zacks Industry Rank for Banks - Major Regional is currently in the top 7% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - KeyCorp, another company in the same industry, is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year change of +36%, with revenues anticipated to be $1.8 billion, up 18.9% from the year-ago quarter [9][10]

Core Viewpoint - U.S. Bancorp reported quarterly earnings of $1.11 per share, exceeding the Zacks Consensus Estimate of $1.07 per share, and showing an increase from $0.98 per share a year ago, indicating a positive earnings surprise of +3.74% [1][2] Financial Performance - The company posted revenues of $7 billion for the quarter ended June 2025, which was 0.84% below the Zacks Consensus Estimate, compared to $6.84 billion in the same quarter last year [2] - Over the last four quarters, U.S. Bancorp has surpassed consensus EPS estimates four times but has only topped revenue estimates once [2] Stock Performance - U.S. Bancorp shares have declined approximately 4.5% year-to-date, contrasting with the S&P 500's gain of 6.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.08 on revenues of $7.17 billion, and for the current fiscal year, it is $4.30 on revenues of $28.41 billion [7] - The trend of earnings estimate revisions is mixed ahead of the earnings release, which may influence future stock performance [6] Industry Context - The Banks - Major Regional industry, to which U.S. Bancorp belongs, is currently ranked in the top 6% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]