Morgan Stanley Downgrades JPMorgan(JPM.US) to Hold Rating, Raises Target Price to $224

摩根士丹利下调摩根大通(JPM.US)至持有评级，上调目标价至224美元

moomoo资讯 · 09/30 05:32 · 评级/大行评级

Morgan Stanley analyst Betsy Graseck downgrades $JPMorgan (JPM.US)$ to a hold rating, and adjusts the target price from $220 to $224.

According to TipRanks data, the analyst has a success rate of 47.5% and a total average return of 3.3% over the past year.

AnalystRecentRatingAutoNews_203279_20240930_65b3b3eeefd0bdcf8bedede838d4f10bed0e06e4_1727821847351497_mm_en

Furthermore, according to the comprehensive report, the opinions of $JPMorgan (JPM.US)$'s main analysts recently are as follows:

The expectation is for net interest incomes of America's Banks to experience a decline in the third quarter, by an average of 4%, attributed to delayed deposit repricing and continued subdued loan growth, which is anticipated to overshadow the repricing of fixed assets. Net interest income is only projected to show an upward trend in the second quarter of 2025. Recent months have seen a decrease in concerns regarding charge-offs, especially in credit card and commercial real estate sectors, yet the possibility of banks continuing to build reserves remains.
The pace of interest rate cuts is anticipated to be beneficial for the net interest margins of mid-cap banks and presents a more complex scenario for larger banks. There appears to be a greater potential for net interest margin surprises within the sector, but less so for JPMorgan. The expectation is for negative operating leverage in the coming year, prompting a more cautious stance following the stock's recent strong performance.

Note:

TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.

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.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

摩根士丹利分析师Betsy Graseck下调$摩根大通 (JPM.US)$至持有评级，并将目标价从220美元上调至224美元。

根据TipRanks数据显示，该分析师近一年总胜率为47.5%，总平均回报率为3.3%。

AnalystRecentRatingAutoNews_203279_20240930_65b3b3eeefd0bdcf8bedede838d4f10bed0e06e4_1727821847351497_mm_sc

此外，综合报道，$摩根大通 (JPM.US)$近期主要分析师观点如下：

预计美国银行的净利息收入将在第三季度平均下降4％，这要归因于延迟的存款重新定价和贷款增长持续疲软，预计这将给固定资产的重新定价蒙上阴影。预计净利息收入仅在2025年第二季度才会呈上升趋势。最近几个月，对扣款的担忧有所减少，尤其是在信用卡和商业房地产领域，但银行继续建立储备的可能性仍然存在。
预计降息的步伐将有利于中型银行的净利率，对于大型银行来说，情况更加复杂。该行业出现净利率意外的可能性似乎更大，但摩根大通却不那么可能出人意料。预计来年运营杠杆率将为负数，这促使该股在近期表现强劲之后采取更加谨慎的立场。

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TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。

TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。

分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。

总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。

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Morgan Stanley Downgrades JPMorgan(JPM.US) to Hold Rating, Raises Target Price to $224

Morgan Stanley Downgrades JPMorgan(JPM.US) to Hold Rating, Raises Target Price to $224

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