A month has gone by since the last earnings report for Robinhood Markets, Inc. (HOOD) . Shares have added about 0.6% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Robinhood Markets due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Robinhood Markets, Inc. before we dive into how investors an ...

Company Performance - Evercore (EVR) shares have increased by 7.3% over the past month, reaching a new 52-week high of $325.12, and have gained 17.1% since the start of the year, outperforming the Zacks Finance sector's 12.4% and the Zacks Financial - Investment Bank industry's 24.6% [1] - The company has consistently beaten earnings estimates, reporting EPS of $2.42 against a consensus estimate of $1.78 in its last earnings report, with a revenue beat of 17.65% [2] - For the current fiscal year, Evercore is projected to post earnings of $12.4 per share on revenues of $3.48 billion, reflecting a 31.74% increase in EPS and a 15.87% increase in revenues [3] Valuation Metrics - Evercore has a Value Score of D, a Growth Score of A, and a Momentum Score of D, resulting in a VGM Score of B [6] - The stock trades at 26.2X current fiscal year EPS estimates, which is above the peer industry average of 16.9X, and at 29.8X trailing cash flow compared to the peer group's average of 13.6X [6] Zacks Rank - Evercore holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend, making it a suitable choice for investors [7] - The recommendation is to select stocks with Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for Evercore shares in the near future [7] Industry Comparison - The Financial - Investment Bank industry is performing well, ranking in the top 5% of all industries, providing favorable conditions for both Evercore and its peer, Moelis & Company [10] - Moelis & Company has a Zacks Rank of 1 (Strong Buy) and has also shown strong earnings performance, beating consensus estimates by 65.62% [9]

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Morgan Stanley (MS) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Morgan Stanley is a member of the Finance sector. This group includes 869 individual stocks and currently holds a Zacks Sector Rank of #2. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individ ...

Group 1: Stock Performance - Morgan Stanley (MS) closed at $148.02, marking a +2.76% move from the prior day, outperforming the S&P 500's daily gain of 1.52% [1] - Over the previous month, shares of Morgan Stanley gained 1.08%, trailing the Finance sector's gain of 1.71% and the S&P 500's gain of 1.1% [1] Group 2: Earnings Projections - The upcoming EPS for Morgan Stanley is projected at $2.02, indicating a 7.45% increase compared to the same quarter of the previous year [2] - Revenue is expected to be $16.05 billion, reflecting a 4.33% increase compared to the year-ago quarter [2] - For the full year, earnings are projected at $8.82 per share and revenue at $66.86 billion, representing changes of +10.94% and +8.26% respectively from the prior year [3] Group 3: Analyst Estimates and Rankings - Recent changes in analyst estimates for Morgan Stanley reflect evolving short-term business trends, with positive revisions indicating analysts' confidence in business performance [4] - The Zacks Rank system, which considers estimate changes, currently ranks Morgan Stanley at 3 (Hold) [6] - Over the past month, the Zacks Consensus EPS estimate has shifted 0.41% upward [6] Group 4: Valuation Metrics - Morgan Stanley has a Forward P/E ratio of 16.34, which is a premium compared to the industry average Forward P/E of 16.27 [7] - The company holds a PEG ratio of 1.8, compared to the Financial - Investment Bank industry's average PEG ratio of 1.52 [8] Group 5: Industry Context - The Financial - Investment Bank industry is part of the Finance sector and currently has a Zacks Industry Rank of 7, placing it in the top 3% of all 250+ industries [8] - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [9]

Company Performance - JPMorgan Chase & Co. closed at $296.24, with a daily increase of +1.64%, outperforming the S&P 500's gain of 1.52% [1] - Over the past month, the company's shares experienced a decline of 1.71%, underperforming the Finance sector's gain of 1.71% and the S&P 500's gain of 1.1% [1] Upcoming Earnings - The company is projected to report earnings of $4.69 per share, reflecting a year-over-year growth of 7.32% [2] - Revenue is estimated at $43.91 billion, which is an increase of 2.95% from the prior-year quarter [2] Fiscal Year Estimates - For the entire fiscal year, earnings are expected to be $19.5 per share, indicating a decrease of -1.27% from the previous year [3] - Revenue for the fiscal year is projected at $177.19 billion, showing a slight decline of -0.21% from the prior year [3] Analyst Estimates - Recent modifications to analyst estimates indicate changing business trends, with positive revisions seen as a favorable sign for the business outlook [4] - The Zacks Rank system, which evaluates these estimate changes, currently ranks JPMorgan Chase & Co. as 1 (Strong Buy) [6] Valuation Metrics - The company has a Forward P/E ratio of 14.94, which is lower than the industry average Forward P/E of 16.27 [7] - The PEG ratio for JPMorgan Chase & Co. stands at 1.92, compared to the Financial - Investment Bank industry's average PEG ratio of 1.52 [7] Industry Context - The Financial - Investment Bank industry is part of the Finance sector and holds a Zacks Industry Rank of 7, placing it in the top 3% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Wells Fargo (WFC) closed at $79.10, reflecting a +1.63% change from the previous day, outperforming the S&P 500's gain of 1.52% [1] - The stock has experienced a decline of 7.2% over the past month, while the Finance sector gained 1.71% and the S&P 500 increased by 1.1% during the same period [1] Upcoming Financial Results - The upcoming EPS for Wells Fargo is projected at $1.53, indicating a 0.66% increase compared to the same quarter last year [2] - Revenue is expected to reach $21.15 billion, reflecting a 3.86% growth year-over-year [2] Annual Forecast - Zacks Consensus Estimates predict earnings of $6.01 per share and revenue of $83.38 billion for the year, representing changes of +11.92% and +1.32% respectively compared to the previous year [3] - Recent analyst estimate revisions are crucial as they indicate near-term business trends and reflect analyst optimism [3] Valuation Metrics - Wells Fargo has a Forward P/E ratio of 12.95, which is below the industry average Forward P/E of 16.27 [6] - The company has a PEG ratio of 1.18, compared to the Financial - Investment Bank industry's average PEG ratio of 1.52 [6] Industry Ranking - The Financial - Investment Bank industry, part of the Finance sector, holds a Zacks Industry Rank of 7, placing it in the top 3% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. Has JPMorgan Chase & Co. (JPM) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. To break things down more, JPMorgan Chase & Co. belongs to the Financial - Investment Bank industry, a group that includes 21 individual companies and currently sits at #9 in the Zacks Industry Rank. This group has gained an average of 21% so far this ...

Company Overview - Morgan Stanley (MS) is headquartered in New York and has experienced a price change of 14.6% this year [3] - The company currently pays a dividend of $1.00 per share, resulting in a dividend yield of 2.78%, which is higher than the Financial - Investment Bank industry's yield of 1.02% and the S&P 500's yield of 1.49% [3] Dividend Performance - The current annualized dividend of Morgan Stanley is $4.00, reflecting a 12.7% increase from the previous year [4] - Over the past 5 years, the company has increased its dividend 4 times year-over-year, with an average annual increase of 22.85% [4] - The current payout ratio is 42%, indicating that the company paid out 42% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for Morgan Stanley's earnings in 2025 is $8.82 per share, with an expected increase of 10.94% from the previous year [5] - The company is viewed as a strong dividend play, particularly due to its solid earnings growth prospects [6] Investment Considerations - Established firms like Morgan Stanley are often seen as attractive dividend options, especially for income investors [6] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a stable investment opportunity [6]

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Aegon NV (AEG) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. Aegon NV is a member of our Finance group, which includes 869 different companies and currently sits at #2 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the av ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Interactive Brokers Group, Inc. (IBKR) - IBKR currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, IBKR shares increased by 3.62%, outperforming the Zacks Financial - Investment Bank industry, which rose by 1.52% [5] - In a longer timeframe, IBKR's shares have risen by 7.56% over the past month, compared to the industry's 3.25% [5] - Over the last quarter, IBKR shares increased by 23.68%, and over the past year, they gained 112.61%, significantly outperforming the S&P 500, which rose by 10.12% and 19.99% respectively [6] Trading Volume - The average 20-day trading volume for IBKR is 5,354,713 shares, indicating a bullish sign when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for IBKR have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $1.76 to $1.96 [9] - For the next fiscal year, four estimates have also moved upwards without any downward revisions [9] Conclusion - Considering the positive performance metrics and earnings outlook, IBKR is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]