TD Cowen reaffirmed its Buy rating on Northern Trust and increased its price target to $175, following the company's better-than-expected fourth-quarter earnings driven by robust fee growth and disciplined cost management.
RBC Capital has increased its price target for Morgan Stanley to $207, following the firm's strong fourth-quarter results driven by its diversified business lines, particularly a record-setting Wealth Management division.
Two major analysts have trimmed price targets for Bank of America following its Q4 earnings, citing revised provision estimates and a pause in share repurchases, even as the bank beat profit expectations.
RBC Capital Markets has raised its price target for BNY Mellon, citing improved execution of CEO Robin Vince's three-pillar strategy which is breaking down internal silos and curbing cost inflation, setting the stage for stronger earnings growth.
RBC Capital reaffirms its Outperform rating and $100 price target for Wells Fargo, highlighting the bank's strategic pivot to growth after years of regulatory constraints, even as Evercore ISI trims its earnings outlook.
Goldman Sachs sees its price target raised by two major analysts, with KBW lifting it to $1,000 and Bank of America to $1,100, citing robust performance in investment banking and trading divisions and a favorable regulatory shift.
State Street Corporation (STT) reported fourth-quarter earnings that surpassed analyst expectations, driven by a 7% year-over-year revenue increase and robust growth in its core servicing fees. The financial giant also highlighted a significant expansion of its ETF platform throughout 2025.
UBS has increased its price target for Charles Schwab (SCHW) following solid quarterly results, highlighting the firm's strong cash generation and capital growth as key drivers for a bullish outlook through 2028.
Investment giant BlackRock (BLK) reported better-than-expected fourth-quarter results, highlighted by a 12% annualized organic base-fee growth. UBS responded by raising its price target, though maintains a Neutral stance on the stock.
Western Alliance Bancorporation (WAL) reported quarterly earnings that surpassed analyst expectations, prompting DA Davidson to reaffirm its Buy rating and nudge its price target higher. The bank's performance was driven by strong revenue growth and improved asset quality.
Industrial distributor Applied Industrial Technologies (AIT) reported a 8.4% revenue jump in its fiscal Q2, though higher costs and demand volatility prompted a key analyst to trim its price target while maintaining a positive long-term outlook.
After more than 30 years in the U.S. market, sustainable packaging leader Eco-Products officially launches its full portfolio in the UK via a strategic partnership with its sister company Vegware, offering reusable, recyclable, and compostable solutions to foodservice businesses.
A new discounted cash flow analysis suggests Select Water Solutions' stock is trading at a significant discount to its estimated intrinsic value, with potential political tailwinds from the upcoming election adding to the investment thesis.
Tesla's full-year 2025 results show a sharp 46% decline in net income, marking a second consecutive year of falling profits as EV competition intensifies and the company accelerates its shift toward AI and robotics.
BMO Capital has increased its price target for Allstate (NYSE: ALL) from $244 to $249, maintaining a Buy rating. The firm points to lower catastrophe losses and a significant drop in reinsurance costs as key drivers for improved earnings visibility through 2026/27.
AT&T's fourth-quarter earnings surpassed Wall Street forecasts, driven by strong growth in its fiber internet business and resilient wireless subscriber additions, signaling a steady turnaround for the telecom giant.
Analyst firm BTIG maintains a Neutral stance on PayPal ahead of its Q4 2025 report, citing a 19% stock decline since last quarter and a projected slowdown in growth for the coming fiscal year.
JPMorgan Chase has adjusted its rating on Principal Financial Group from Overweight to Neutral, citing more attractive opportunities elsewhere in the life insurance space. The firm maintains a $103 price target and acknowledges PFG's strong fundamentals.
Ameriprise Financial reported fourth-quarter adjusted earnings of $10.83 per share, comfortably beating analyst forecasts, driven by robust growth in client assets and disciplined expense management. Revenue also exceeded expectations, climbing 10% year-over-year.
Raymond James Financial reported a 6% year-over-year revenue increase to $3.7 billion for its fiscal first quarter, though net income declined, highlighting a mixed performance as its wealth management arm showed strength.
