JPM Stock Earnings Estimates Increased by Erste Group Bank

JPMorgan Chase & Co. (NYSE:JPM – Free Report) – Equities research analysts at Erste Group Bank increased their FY2026 EPS estimates for JPMorgan Chase & Co. in a research note issued to investors on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the financial services provider will post earnings per share of $25.12 for the year, up from their previous estimate of $25.00. The consensus estimate for JPMorgan Chase & Co.’s current full-year earnings is $24.18 per share. Erste Group Bank also issued estimates for JPMorgan Chase & Co.’s FY2027 earnings at $25.27 EPS.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing analysts’ consensus estimates of $5.94 by ($0.19). The company had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period last year, the firm posted $5.07 EPS.

A number of other research firms also recently issued reports on JPM. Barclays raised their price target on JPMorgan Chase & Co. from $420.00 to $425.00 and gave the stock an “overweight” rating in a research note on Wednesday. Jefferies Financial Group reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research report on Friday, September 25th. HSBC upped their price objective on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a research report on Monday, September 28th. Bank of America increased their target price on JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Finally, Truist Financial raised their target price on JPMorgan Chase & Co. from $352.00 to $361.00 and gave the stock a “hold” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $365.04.

View Our Latest Stock Analysis on JPM

JPMorgan Chase & Co. Price Performance

NYSE JPM opened at $335.03 on Tuesday. The business’s fifty day moving average price is $349.00 and its 200-day moving average price is $329.80. The stock has a market capitalization of $890.58 billion, a price-to-earnings ratio of 14.37, a PEG ratio of 1.36 and a beta of 1.02. The company has a debt-to-equity ratio of 1.31, a current ratio of 0.85 and a quick ratio of 0.85. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Stockholders of record on Tuesday, October 6th will be paid a $1.65 dividend. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date is Tuesday, October 6th. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.28%.

Insider Activity at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the transaction, the insider directly owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.

Institutional Investors Weigh In On JPMorgan Chase & Co.

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. E Fund Management Co. Ltd. increased its position in JPMorgan Chase & Co. by 7.1% during the 2nd quarter. E Fund Management Co. Ltd. now owns 29,956 shares of the financial services provider’s stock valued at $9,805,000 after buying an additional 1,973 shares in the last quarter. Edmond DE Rothschild Holding S.A. boosted its holdings in JPMorgan Chase & Co. by 4.6% in the second quarter. Edmond DE Rothschild Holding S.A. now owns 343,644 shares of the financial services provider’s stock worth $112,485,000 after acquiring an additional 15,017 shares in the last quarter. First National Bank of Mount Dora Trust Investment Services boosted its holdings in JPMorgan Chase & Co. by 18.7% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock worth $12,125,000 after acquiring an additional 6,492 shares in the last quarter. FAS Wealth Partners Inc. boosted its holdings in JPMorgan Chase & Co. by 4.3% in the first quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock worth $12,804,000 after acquiring an additional 1,794 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of JPMorgan Chase & Co. by 2.9% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,170,524 shares of the financial services provider’s stock worth $383,148,000 after acquiring an additional 33,071 shares during the last quarter. Institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Roundup

Here are the key news stories impacting JPMorgan Chase & Co. this week:

  • Positive Sentiment: Management projected approximately $107 billion in 2027 net interest income, excluding Markets, implying continued growth from fourth-quarter guidance. Resilient consumer activity, asset inflows and strength across investment banking and commercial banking supported the outlook. JPMorgan Q3 Earnings Call Highlights Capital Deployment and AI Risks
  • Positive Sentiment: Analysts raised their price targets despite the results. Morgan Stanley lifted its target to $377 while maintaining an Equal Weight rating, and RBC reaffirmed Outperform with a $370 target. These revisions indicate that analysts view the earnings shortfall as manageable. JPMorgan Analysts Boost Their Forecasts After Q3 Results
  • Positive Sentiment: Third-quarter revenue rose about 8% year over year to roughly $50.2 billion, while net income increased 6%. Consumer & Community Banking, the Commercial & Investment Bank and Asset & Wealth Management all posted year-over-year profit growth. JPMorgan Chase Reports $15.3 Billion Third-Quarter Net Income
  • Neutral Sentiment: JPMorgan is restricting unvetted external AI agents from directly accessing customer accounts and is developing internal defensive tools. The policy limits near-term AI disruption and security exposure, but could increase technology and compliance costs. JPMorgan Chase blocks outside AI agents
  • Negative Sentiment: Adjusted earnings of $5.75 per share missed the $5.94 consensus estimate, while revenue also fell short of expectations. Lower fixed-income trading revenue, investment-securities losses and softer dealmaking weighed on results. JPMorgan Earnings Miss Estimates But Reveal Broad-Based Strength
  • Negative Sentiment: CEO Jamie Dimon warned that prolonged high interest rates could weaken consumer credit and that the probability of a market shock is higher than many investors assume. A flattening yield curve, inflation and elevated fiscal deficits remain additional risks to future bank profitability. Jamie Dimon Sees Higher Chance of Market Trouble

About JPMorgan Chase & Co.

(Get Free Report)

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

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Earnings History and Estimates for JPMorgan Chase & Co. (NYSE:JPM)

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