JPMorgan, Morgan Stanley, Bank of America: Three Major Banks, Three Different Verdicts

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

JPMorgan Chase, Morgan Stanley, and Bank of America all posted strong first-quarter 2026 results, but their valuations and analyst outlooks diverge sharply. JPMorgan grew earnings per share 17% to $5.94 and returned $12.2 billion in quarterly capital, yet at $336.47 it trades near its 52-week high with a consensus target of $352.76 and 12 analyst Hold ratings, leaving limited upside. Morgan Stanley delivered record revenue of $20.58 billion and a 27.1% return on tangible common equity, but shares have surged 59% over one year to $222.28, pushing the stock above its own consensus target of $216.48 and drawing one Sell and one Strong Sell rating. Bank of America grew earnings per share 25% to $1.11, guided for 5% to 7% net interest income growth in fiscal 2026, and at $59.67 trades at a forward price-to-earnings of 13 and price-to-book of 1.536, with a consensus target of $65.79 and the most bullish ratings among the three: 6 Strong Buy, 15 Buy, and 3 Hold.

Impact on stocks 3

Financials▲ · 2 stocks
Bank of America Corp
BAC
▲ PositiveCapitalrelevance

Bank of America reported 25% EPS growth, strong NII guidance, and has the most bullish analyst ratings among the three.

Morgan Stanley
MS
± MixedCapitalrelevance

Morgan Stanley had record revenue and high ROTCE, but shares have surged above consensus target, drawing Sell ratings.

Digital Finance & Tokenization▲ · 1 stocks
JPMorgan Chase & Co
JPM
± MixedCapitalrelevance

JPMorgan posted strong earnings and capital return, but trades near its 52-week high with limited upside and 12 Hold ratings.

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