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Is Morgan Stanley (MS) Outperforming Other Finance Stocks This Year?
ZACKS· 2025-08-26 14:40
Company Performance - Morgan Stanley (MS) has returned 17.4% year-to-date, outperforming the average return of 11.8% for Finance companies [4] - The Zacks Consensus Estimate for Morgan Stanley's full-year earnings has increased by 2.8% over the past three months, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - Morgan Stanley is part of the Financial - Investment Bank industry, which has an average year-to-date return of 23.1%, suggesting that MS is slightly underperforming its industry [5] - In contrast, Aviva (AVVIY) has significantly outperformed both the Finance sector and its own industry, returning 57.1% year-to-date [4][6] Sector Ranking - The Finance sector, which includes 869 individual stocks, currently holds a Zacks Sector Rank of 2, indicating strong performance relative to other sectors [2] - Morgan Stanley has a Zacks Rank of 2 (Buy), reflecting its favorable position within the Finance sector [3]
Why Sun Life (SLF) is a Great Dividend Stock Right Now
ZACKS· 2025-08-12 16:46
Company Overview - Sun Life (SLF) is headquartered in Toronto and operates in the financial services sector, specifically in life insurance [3] - The company has experienced a price change of -4.15% year-to-date [3] Dividend Information - Sun Life currently pays a dividend of $0.64 per share, resulting in a dividend yield of 4.49%, which is significantly higher than the industry average of 1.61% and the S&P 500's yield of 1.51% [3] - The annualized dividend of $2.55 represents a 6.3% increase from the previous year [4] - Over the past five years, Sun Life has increased its dividend five times, achieving an average annual increase of 8.94% [4] - The current payout ratio is 51%, indicating that the company pays out 51% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - The Zacks Consensus Estimate for Sun Life's earnings in 2025 is projected to be $5.34 per share, reflecting a year-over-year growth rate of 9.88% [5] Investment Appeal - Sun Life is considered an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [6]
Why Voya Financial (VOYA) is a Top Dividend Stock for Your Portfolio
ZACKS· 2025-08-12 16:46
Company Overview - Voya Financial (VOYA) is headquartered in New York and operates in the finance sector, specifically in retirement, investment, and insurance [3] - The stock has experienced a price change of 3.09% so far this year [3] Dividend Information - Voya Financial currently pays a dividend of $0.45 per share, resulting in a dividend yield of 2.54%, which is higher than the Insurance - Life Insurance industry's yield of 1.61% and the S&P 500's yield of 1.51% [3] - The annualized dividend of $1.80 represents a 5.9% increase from the previous year [4] - Over the last 5 years, Voya Financial has increased its dividend 4 times, achieving an average annual increase of 34.72% [4] - The current payout ratio is 22%, indicating that Voya paid out 22% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - The Zacks Consensus Estimate for Voya's earnings in 2025 is projected to be $8.47 per share, reflecting a year-over-year growth rate of 37.28% [5] Investment Considerations - Voya Financial is considered a compelling investment opportunity due to its strong dividend profile and favorable growth prospects [6] - The stock is currently rated with a Zacks Rank of 3 (Hold), indicating a stable outlook [6]
Sun Life (SLF) Matches Q2 Earnings Estimates
ZACKS· 2025-08-08 01:16
Core Viewpoint - Sun Life reported quarterly earnings of $1.29 per share, matching the Zacks Consensus Estimate, and showing an increase from $1.25 per share a year ago [1]. Financial Performance - The company posted revenues of $6.65 billion for the quarter ended June 2025, which was 9.39% below the Zacks Consensus Estimate, compared to $6.52 billion in the same quarter last year [2]. - Over the last four quarters, Sun Life has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2]. Stock Performance - Sun Life shares have increased by approximately 4.1% since the beginning of the year, while the S&P 500 has gained 7.9% [3]. - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.33 on revenues of $7.48 billion, and for the current fiscal year, it is $5.34 on revenues of $30.52 billion [7]. - The estimate revisions trend for Sun Life was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]. Industry Context - The Insurance - Life Insurance industry is currently in the top 20% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8].
Citizens (CIA) Tops Q2 Earnings Estimates
ZACKS· 2025-08-08 01:06
Group 1 - Citizens reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and up from $0.08 per share a year ago, representing an earnings surprise of +225.00% [1] - The company posted revenues of $62.68 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.16%, compared to $62.34 million in the same quarter last year [2] - Citizens has surpassed consensus EPS estimates only once in the last four quarters, indicating a mixed performance trend [2][6] Group 2 - The stock has gained approximately 4.5% since the beginning of the year, while the S&P 500 has increased by 7.9%, suggesting underperformance relative to the broader market [3] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $64.07 million, and for the current fiscal year, it is $0.22 on revenues of $255.33 million [7] - The Insurance - Life Insurance industry is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]
Brighthouse Financial (BHF) Lags Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-07 23:31
Brighthouse Financial (BHF) came out with quarterly earnings of $3.43 per share, missing the Zacks Consensus Estimate of $4.7 per share. This compares to earnings of $5.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -27.02%. A quarter ago, it was expected that this annuity and life insurance company would post earnings of $4.72 per share when it actually produced earnings of $4.17, delivering a surprise of -11.65%.Over the ...
Abacus Life, Inc. (ABL) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-08-07 23:10
Group 1: Earnings Performance - Abacus Life, Inc. reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and up from $0.18 per share a year ago, representing an earnings surprise of +37.50% [1] - The company has surpassed consensus EPS estimates for four consecutive quarters [2] - The revenue for the quarter ended June 2025 was $56.23 million, surpassing the Zacks Consensus Estimate by 33.05%, compared to $29.08 million in the same quarter last year [2] Group 2: Stock Performance and Outlook - Abacus Life, Inc. shares have declined approximately 29.1% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.20 on revenues of $48.5 million, and for the current fiscal year, it is $0.76 on revenues of $188.21 million [7] - The estimate revisions trend for Abacus Life, Inc. was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Insurance - Life Insurance industry, to which Abacus Life, Inc. belongs, is currently in the top 20% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
F&G Annuities & Life, Inc. (FG) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-06 23:06
分组1 - F&G Annuities & Life, Inc. reported quarterly earnings of $0.77 per share, exceeding the Zacks Consensus Estimate of $0.64 per share, but down from $1.1 per share a year ago, resulting in an earnings surprise of +20.31% [1] - The company posted revenues of $1.36 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 15.40%, compared to $1.17 billion in the same quarter last year [2] - F&G Annuities & Life, Inc. shares have declined approximately 21.8% year-to-date, contrasting with the S&P 500's gain of 7.1% [3] 分组2 - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.12 for the coming quarter and $3.60 for the current fiscal year [7] - The Zacks Industry Rank indicates that the Insurance - Life Insurance sector is in the top 15% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - F&G Annuities & Life, Inc. has a Zacks Rank of 4 (Sell), indicating expected underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6]
Jackson Financial (JXN) Q2 Earnings Surpass Estimates
ZACKS· 2025-08-06 00:11
分组1 - Jackson Financial reported quarterly earnings of $4.87 per share, exceeding the Zacks Consensus Estimate of $4.61 per share, but down from $5.32 per share a year ago, representing an earnings surprise of +5.64% [1] - The company posted revenues of $1.75 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.4%, and down from $2.8 billion year-over-year [2] - Jackson Financial shares have underperformed the market, losing about 2.8% since the beginning of the year compared to the S&P 500's gain of 7.6% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $5.10 on revenues of $1.83 billion, and for the current fiscal year, it is $20.14 on revenues of $7.18 billion [7] - The Zacks Industry Rank for Insurance - Life Insurance is currently in the top 15% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Jackson Financial has a Zacks Rank 1 (Strong Buy), suggesting that the shares are expected to outperform the market in the near future [6]
The Baldwin Insurance Group (BWIN) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-05 23:41
The Baldwin Insurance Group (BWIN) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items. There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these ...