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]

Company Performance - Fifth Third Bancorp reported quarterly earnings of $0.9 per share, exceeding the Zacks Consensus Estimate of $0.87 per share, and up from $0.86 per share a year ago, representing an earnings surprise of +3.45% [1] - The company posted revenues of $2.25 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.38%, compared to year-ago revenues of $2.08 billion [2] - Over the last four quarters, Fifth Third Bancorp has surpassed consensus EPS estimates four times, but has only topped consensus revenue estimates once [2] Stock Outlook - The immediate price movement of Fifth Third Bancorp's stock will depend on management's commentary during the earnings call and future earnings expectations [3] - The stock has added about 1.8% since the beginning of the year, underperforming the S&P 500's gain of 6.5% [3] - The current consensus EPS estimate for the coming quarter is $0.93 on revenues of $2.28 billion, and for the current fiscal year, it is $3.53 on revenues of $8.96 billion [7] Industry Context - The Zacks Industry Rank for Banks - Major Regional is currently in the top 6% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5][6]

Company Overview - The Bank of New York Mellon Corporation (BK) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), which is associated with a history of outperformance in the market [4] Price Performance - BK shares have increased by 1.4% over the past week, while the Zacks Banks - Major Regional industry has decreased by 0.62% during the same period [6] - Over the last quarter, BK shares have risen by 24.7%, and over the past year, they have increased by 46.35%, significantly outperforming the S&P 500, which moved 16.04% and 12.11% respectively [7] Trading Volume - The average 20-day trading volume for BK is 4,679,774 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Estimates - In the past two months, 6 earnings estimates for BK have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $6.72 to $6.86 [10] - For the next fiscal year, 6 estimates have also moved upwards without any downward revisions [10] Conclusion - Given the strong momentum indicators and positive earnings outlook, BK is positioned as a promising investment opportunity [12]

The market expects KeyCorp (KEY) to deliver a year-over-year increase in earnings 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Jul ...

Financial Sector Overview - The financial sector will be highlighted with Q2 results from major domestic banks on July 15, including JPMorgan, Citigroup, and Wells Fargo [1] - Several finance stocks have a Zacks Rank 2 (Buy) and are worth considering beyond the three major banks [1] Major Regional Banks - The Zacks Banks-Major Regional Industry is in the top 5% of over 240 Zacks industries, with State Street and The Bank of New York Mellon as notable performers [2] - Both State Street and New York Mellon are expected to achieve double-digit EPS growth in fiscal 2025 and FY26, with anticipated Q2 earnings growth of 10% and 15% respectively [3] Operational Efficiency and Sales Growth - State Street and New York Mellon are expected to maintain industry-leading operational efficiency, having recently reached new 52-week highs and offering dividend yields over 2% [4] BlackRock's Performance - BlackRock, the world's largest asset manager, is projected to report a 12% year-over-year sales increase to $5.38 billion for Q2, with EPS expected to rise 5% to $10.86 [5] - BlackRock's annual earnings are expected to grow by 5% this year and by another 12% in fiscal 2026, reaching $51.75 per share, alongside an 11% sales growth in FY25 and a projected 15% increase in FY26 to $26.16 billion [6] Dividend and Stock Performance - BlackRock's stock is near a 52-week high of over $1,100, offering a 1.89% annual dividend yield, equating to $20.84 per share, with a payout ratio of 46% indicating potential for future dividend increases [9][10] Summary of Earnings Estimates - Ahead of their Q2 reports, State Street, The Bank of New York Mellon, and BlackRock stocks are positioned for potential gains, supported by positive earnings estimate revisions for FY25 and FY26 [11]

The market expects Truist Financial Corporation (TFC) to deliver a year-over-year increase in earnings 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 18, might help the stock move higher if these key numbe ...

Core Insights - Truist Financial Corporation (TFC) has a strong track record of beating earnings estimates, particularly in the last two quarters with an average surprise of 2.88% [1][2] - The company reported earnings of $0.87 per share in the last quarter, exceeding the Zacks Consensus Estimate of $0.86 per share, resulting in a surprise of 1.16% [2] - The previous quarter saw an even larger surprise, with actual earnings of $0.91 per share against an expected $0.87, yielding a surprise of 4.60% [2] Earnings Estimates and Predictions - Earnings estimates for Truist Financial have been trending higher, supported by its history of earnings surprises [5] - The stock currently has a positive Zacks Earnings ESP of +0.92%, indicating bullish sentiment among analysts regarding its near-term earnings potential [8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat in the upcoming report [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - The next earnings report for Truist Financial is anticipated to be released on July 18, 2025 [8]

Core Viewpoint - The Bank of New York Mellon Corporation (BK) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of surpassing expectations [1]. Earnings Performance - The company has consistently exceeded earnings estimates, averaging a beat of 8.15% over the last two quarters [2]. - In the most recent quarter, BK was expected to report earnings of $1.58 per share but reported $1.49 per share, resulting in a surprise of 6.04%. In the previous quarter, it exceeded the estimate of $1.56 per share by reporting $1.72 per share, a surprise of 10.26% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for BK, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. Current Earnings ESP - BK currently has an Earnings ESP of +1.03%, suggesting that analysts are optimistic about the company's earnings prospects. This positive ESP, combined with a Zacks Rank of 2 (Buy), indicates a potential for another earnings beat [8]. - The next earnings report for BK is expected to be released on July 15, 2025 [8].