J.P. Morgan analyst Anthony Elian maintains $Webster Financial (WBS.US)$ with a buy rating, and adjusts the target price from $67 to $65.
According to TipRanks data, the analyst has a success rate of 28.6% and a total average return of -6.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Webster Financial (WBS.US)$'s main analysts recently are as follows:
As the Q4 earnings season for regional banks approaches, analysts anticipate that the primary trends for the quarter will be characterized by limited growth in loans and deposits, a slight decrease in net intercessor margins, and stable overall credit trends. Looking past the immediate results, focus is expected to shift towards the banks' outlooks for 2025, which are predicted to reflect the current 'higher for a bit longer' interest rate scenario. Analyst sentiment remains optimistic towards regional bank stocks into 2025, although this optimism is moderated by expectations of a less aggressive approach to interest rate cuts by the Federal Reserve.
The firm has adopted a more positive stance based on expectations to benefit from the post-Q1 2025 net interest income increase, a steeper curve, favorable early deposit betas, and regulatory relief. It is believed that Webster is well-positioned to reduce the current valuation gap significantly, driven by a robust ROTCE profile and the likelihood of accelerating 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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摩根大通分析師Anthony Elian維持$韋伯斯特金融 (WBS.US)$買入評級,並將目標價從67美元下調至65美元。
根據TipRanks數據顯示,該分析師近一年總勝率為28.6%,總平均回報率為-6.4%。
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:
隨着區域銀行第四季度業績季的臨近,分析師預計,該季度的主要趨勢將是貸款和存款增長有限,淨中介利潤率略有下降,整體信貸趨勢穩定。展望眼前的業績,預計焦點將轉移到銀行對2025年的展望上,預計這將反映當前 「在更長的時間內更高」 的利率情景。到2025年,分析師對區域銀行股的情緒仍然樂觀,儘管對聯儲局採取不那麼激進的減息方針的預期抑制了這種樂觀情緒。
該公司採取了更爲積極的立場,其基礎是預期將受益於2025年第一季度後的淨利息收入增長、更陡峭的曲線、有利的早期存款beta和監管救濟。據信,在穩健的ROTCE狀況和貸款增長加速可能性的推動下,韋伯斯特完全有能力大幅縮小當前的估值差距。
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