Morgan Stanley analyst Manan Gosalia maintains $Webster Financial (WBS.US)$ with a hold rating, and maintains the target price at $70.
According to TipRanks data, the analyst has a success rate of 59.7% and a total average return of 11.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Webster Financial (WBS.US)$'s main analysts recently are as follows:
For the upcoming Q4 earnings season for regional banks, it is anticipated that fundamental trends will be marked by slight growth in loans and deposits, a minor decline in net intercessor margins, and stable credit trends. Moreover, a key focus beyond the earnings results will be the 2025 outlooks, which are expected to reflect the current 'higher for a bit longer' interest rate scenario. There remains a positive stance on regional bank stocks for 2025, albeit with moderated optimism due to the prospect of a 'less aggressive rate cutting' approach by the Federal Reserve.
The firm's positive outlook for Webster Financial is influenced by the anticipation of a notable rise in net interest income post Q1 2025, alongside expectations of a steeper yield curve, favorable early deposit betas, and regulatory relief. It's believed that Webster is well-positioned to narrow the current valuation gap due to its robust ROTCE profile and the potential for accelerated loan growth.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Manan Gosalia維持$韋伯斯特金融 (WBS.US)$持有評級,維持目標價70美元。
根據TipRanks數據顯示,該分析師近一年總勝率為59.7%,總平均回報率為11.1%。
此外,綜合報道,$韋伯斯特金融 (WBS.US)$近期主要分析師觀點如下:
對於區域銀行即將到來的第四季度業績季,預計基本趨勢將以貸款和存款略有增長、淨中介利潤率小幅下降以及信貸趨勢穩定的爲標誌。此外,收益業績之外的主要焦點將是2025年的展望,預計這將反映當前 「在更長的時間內更高」 的利率情景。儘管由於聯儲局可能採取 「不那麼激進的減息」 方針,樂觀情緒有所緩和,但對2025年地區銀行股的立場仍然持樂觀態度。
該公司對Webster Financial的樂觀前景受到對2025年第一季度後淨利息收入顯著增長的預期,以及對更陡峭的收益率曲線、有利的早期存款測試和監管救濟的預期的影響。據信,由於韋伯斯特穩健的ROTCE狀況以及貸款加速增長的潛力,韋伯斯特完全有能力縮小當前的估值差距。
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