Seaport Res Ptn Issues Positive Outlook for JPM Earnings

JPMorgan Chase & Co. (NYSE:JPM) – Equities research analysts at Seaport Res Ptn increased their Q1 2025 earnings estimates for shares of JPMorgan Chase & Co. in a report released on Thursday, April 3rd. Seaport Res Ptn analyst J. Mitchell now forecasts that the financial services provider will post earnings of $4.71 per share for the quarter, up from their prior estimate of $4.51. The consensus estimate for JPMorgan Chase & Co.’s current full-year earnings is $18.10 per share. Seaport Res Ptn also issued estimates for JPMorgan Chase & Co.’s Q1 2025 earnings at $4.71 EPS, Q1 2026 earnings at $4.88 EPS, Q2 2026 earnings at $4.90 EPS, Q2 2026 earnings at $4.90 EPS, Q3 2026 earnings at $4.96 EPS, Q3 2026 earnings at $4.96 EPS, Q4 2026 earnings at $5.16 EPS and Q4 2026 earnings at $5.16 EPS.

JPMorgan Chase & Co. (NYSE:JPM) last released its earnings results on Wednesday, January 15th. The financial services provider reported $4.81 EPS for the quarter, topping the consensus estimate of $4.03 by $0.78. JPMorgan Chase & Co. had a return on equity of 16.99% and a net margin of 20.96%. The business had revenue of $42.77 billion for the quarter, compared to the consensus estimate of $41.90 billion. During the same period in the previous year, the company posted $3.04 earnings per share. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year.

A number of other equities research analysts have also recently commented on the stock. Bank of America cut their price target on shares of JPMorgan Chase & Co. from $285.00 to $284.00 and set a “buy” rating on the stock in a report on Wednesday. Truist Financial cut their target price on JPMorgan Chase & Co. from $268.00 to $264.00 and set a “hold” rating on the stock in a research note on Friday. Baird R W upgraded JPMorgan Chase & Co. from a “strong sell” rating to a “hold” rating in a research note on Friday, March 7th. Keefe, Bruyette & Woods lifted their price objective on JPMorgan Chase & Co. from $257.00 to $264.00 and gave the stock a “market perform” rating in a report on Thursday, January 16th. Finally, Evercore ISI lowered their target price on shares of JPMorgan Chase & Co. from $273.00 to $265.00 and set an “outperform” rating on the stock in a research note on Tuesday. Ten research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company’s stock. According to MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $254.83.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $210.09 on Friday. JPMorgan Chase & Co. has a 1 year low of $179.20 and a 1 year high of $280.25. The firm’s 50-day moving average is $254.71 and its 200 day moving average is $241.29. The stock has a market cap of $587.43 billion, a price-to-earnings ratio of 10.64, a PEG ratio of 2.83 and a beta of 1.10. The company has a debt-to-equity ratio of 1.24, a current ratio of 0.88 and a quick ratio of 0.89.

Hedge Funds Weigh In On JPMorgan Chase & Co.

A number of large investors have recently bought and sold shares of JPM. Geode Capital Management LLC lifted its holdings in JPMorgan Chase & Co. by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 59,220,603 shares of the financial services provider’s stock valued at $14,161,171,000 after purchasing an additional 876,417 shares in the last quarter. Norges Bank purchased a new position in JPMorgan Chase & Co. in the 4th quarter valued at about $8,310,884,000. Northern Trust Corp lifted its stake in JPMorgan Chase & Co. by 15.4% in the 4th quarter. Northern Trust Corp now owns 33,845,676 shares of the financial services provider’s stock valued at $8,113,147,000 after buying an additional 4,515,147 shares in the last quarter. Capital Research Global Investors boosted its holdings in JPMorgan Chase & Co. by 9.1% in the 4th quarter. Capital Research Global Investors now owns 22,841,033 shares of the financial services provider’s stock worth $5,475,223,000 after buying an additional 1,914,049 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in JPMorgan Chase & Co. by 0.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 20,103,063 shares of the financial services provider’s stock worth $4,818,905,000 after buying an additional 71,122 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Activity at JPMorgan Chase & Co.

In related news, General Counsel Stacey Friedman sold 3,303 shares of the stock in a transaction on Thursday, January 16th. The shares were sold at an average price of $253.94, for a total transaction of $838,763.82. Following the sale, the general counsel now directly owns 47,620 shares of the company’s stock, valued at approximately $12,092,622.80. This represents a 6.49 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Troy L. Rohrbaugh sold 37,500 shares of JPMorgan Chase & Co. stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $269.84, for a total transaction of $10,119,000.00. Following the completion of the transaction, the chief executive officer now directly owns 158,381 shares of the company’s stock, valued at $42,737,529.04. The trade was a 19.14 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 76,848 shares of company stock worth $19,987,908. 0.79% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 30th. Stockholders of record on Friday, April 4th will be paid a $1.40 dividend. This is an increase from JPMorgan Chase & Co.’s previous quarterly dividend of $1.25. The ex-dividend date is Friday, April 4th. This represents a $5.60 dividend on an annualized basis and a dividend yield of 2.67%. JPMorgan Chase & Co.’s dividend payout ratio is presently 28.37%.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate.