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JPMorgan Shares Tumble After COO Throws Cold Water On Analyst Outlook

JPMorgan Shares Tumble After COO Throws Cold Water On Analyst Outlook

摩根大通股价下跌,首席运营官对分析师展望泼冷水
Benzinga ·  09/10 16:27

Did one comment just send JPMorgan Chase & Co. (NYSE:JPM) shares to fall by 7.5%?

刚刚给摩根大通发了一条评论吗纽约证券交易所代码:JPM)股价将下跌7.5%?

It appears so. JPMorgan Chief Operating Officer Daniel Pinto tempered analyst forecasts on next year's expenses and net interest income (NII) at an industry event Tuesday.

看起来是这样。摩根大通首席运营官丹尼尔·平托在周二的行业活动中下调了分析师对明年支出和净利息收入(NII)的预测。

The current NII consensus of $89.5 billion is "not very reasonable" in the light of interest-rate forecasts, he said according to Bloomberg. NII "will be lower," he added.

据彭博社报道,他表示,鉴于利率预测,目前NII的895亿美元共识 “不太合理”。他补充说,NII “将降低”。

As a result, the stock took its biggest tumble since June 2020.

结果,该股创下了自2020年6月以来的最大跌幅。

But Pinto wasn't the only bank executive who sounded pessimistic this week.

但平托并不是本周唯一一位听起来很悲观的银行高管。

Read Also: M&T Bank To Outperform Peers, Analyst Says: 'Overhang Fears Could Erode Over Next Several Quarters'

另请阅读:分析师表示,M&T银行的表现将优于同行:“对悬而未决的担忧可能会在未来几个季度中消失”

Goldman Sach Group Inc. (NYSE:GS) CEO David Solomon said Monday the firm's trading revenue is on track to drop 10% in the third quarter. At last check Tuesday, the firm's stock is down more than 4.3%.

高盛集团公司(纽约证券交易所代码:GS)首席执行官戴维·所罗门周一表示,该公司的交易收入有望在第三季度下降10%。在周二的最后一次检查中,该公司的股票下跌了4.3%以上。

Ally Financial Inc. (NYSE:ALLY) is also down over 17.6% at last check.

Ally Financial Inc.(纽约证券交易所代码:ALLY)在上次检查时也下跌了17.6%以上。

The firm confirmed that auto delinquencies and net charge-offs were higher than forecast, sending the stock to its biggest decline since March 2020 while taking consumer lenders Capital One Financial Corp. and Synchrony Financial down with it.

该公司证实,汽车拖欠和净扣款高于预期,使该股创下2020年3月以来的最大跌幅,同时使消费者贷款机构Capital One Financial Corp和Synchrony Financial下跌。

The 24-firm KBW Bank Index fell 3.5%, even though the Federal Reserve said that it would cut higher proposed capital requirements for the biggest firms in half after industry pushback.

24家公司的KBW银行指数下跌了3.5%,尽管美联储表示,在行业的阻力下,它将把对最大公司的拟议资本要求削减一半。

JPMorgan reported NII that missed analysts' estimates for the second quarter as well as higher-than-expected costs.

摩根大通公布的NII未达到分析师对第二季度的预期,成本也高于预期。

Pinto also said Tuesday that expectations for 2025 costs were too balmy, and that third-quarter investment-banking fees could rise 15% while markets revenue increases just 2% to come in below analyst forecasts.

平托周二还表示,对2025年成本的预期过于温和,第三季度的投资银行费用可能上涨15%,而市场收入仅增长2%,低于分析师的预期。

Price Action: JPMorgan fell 5.25% to $205.40 into Tuesday's late-afternoon trading.

价格走势:摩根大通在周二下午晚些时候的交易中下跌5.25%,至205.40美元。

  • IShares U.S. Financial Services ETF (NYSE:IYG) slipped 1.21%
  • Financial Select Sector SPDR Fund (NYSE:XLF) fell 1.06%
  • iShares U.S. Financials ETF (NYSE:IYF) slid 1.13%
  • iShares美国金融服务ETF(纽约证券交易所代码:IYG)下跌1.21%
  • 金融精选板块SPDR基金(纽约证券交易所代码:XLF)下跌1.06%
  • iShares美国金融ETF(纽约证券交易所代码:IYF)下跌1.13%

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Image: Shutterstock

图片:Shutterstock

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