What is Erste Group Bank's Forecast for JPM FY2026 Earnings?

Key Points

• Erste Group Bank raised its FY2026 EPS forecast for JPMorgan Chase to $25.12, up from $25.00 and above the broader consensus estimate of $24.16. The firm projects FY2027 EPS of $25.27.
• JPMorgan’s latest quarter fell short of expectations, with EPS of $5.75 versus a $5.93 consensus and revenue of $50.17 billion versus $51.23 billion expected.
• Analyst sentiment remains positive overall, with MarketBeat reporting a “Moderate Buy” consensus rating and an average price target of $362.88.

JPMorgan Chase & Co. (NYSE:JPM - Free Report) - Erste Group Bank lifted their FY2026 earnings estimates for JPMorgan Chase & Co. in a research note issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now expects that the financial services provider will earn $25.12 per share for the year, up from their previous forecast of $25.00. The consensus estimate for JPMorgan Chase & Co.'s current full-year earnings is $24.16 per share. Erste Group Bank also issued estimates for JPMorgan Chase & Co.'s FY2027 earnings at $25.27 EPS.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last released its earnings results on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing the consensus estimate of $5.93 by ($0.18). The firm had revenue of $50.17 billion during the quarter, compared to the consensus estimate of $51.23 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%.

Several other analysts have also issued reports on JPM. Evercore reiterated an "outperform" rating and set a $360.00 price target on shares of JPMorgan Chase & Co. in a research report on Monday, July 6th. The Goldman Sachs Group restated a "buy" rating and set a $418.00 target price on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Morgan Stanley reaffirmed a "positive" rating and issued a $370.00 target price on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Robert W. Baird lifted their price target on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a "neutral" rating in a research note on Wednesday, July 15th. Finally, UBS Group lowered their price target on JPMorgan Chase & Co. from $400.00 to $395.00 and set a "buy" rating for the company in a report on Monday, October 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of "Moderate Buy" and an average target price of $362.88.

JPMorgan Chase & Co. Stock Performance

Shares of JPMorgan Chase & Co. stock opened at $334.66 on Tuesday. The company has a 50 day moving average of $350.00 and a 200-day moving average of $329.24. JPMorgan Chase & Co. has a 1-year low of $279.10 and a 1-year high of $366.50. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The company has a market cap of $889.59 billion, a PE ratio of 14.34, a price-to-earnings-growth ratio of 1.37 and a beta of 1.02.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of JPM. Terra Nova Asset Management LLC boosted its holdings in JPMorgan Chase & Co. by 25.2% in the 3rd quarter. Terra Nova Asset Management LLC now owns 1,143 shares of the financial services provider's stock worth $378,000 after buying an additional 230 shares during the period. Fermata Advisors LLC raised its holdings in JPMorgan Chase & Co. by 7.7% during the third quarter. Fermata Advisors LLC now owns 4,166 shares of the financial services provider's stock valued at $1,378,000 after acquiring an additional 299 shares during the period. NorthCrest Asset Manangement LLC raised its holdings in JPMorgan Chase & Co. by 2.5% during the third quarter. NorthCrest Asset Manangement LLC now owns 157,295 shares of the financial services provider's stock valued at $52,131,000 after acquiring an additional 3,791 shares during the period. Woodstock Corp lifted its holdings in JPMorgan Chase & Co. by 1.3% in the 3rd quarter. Woodstock Corp now owns 69,766 shares of the financial services provider's stock worth $23,081,000 after purchasing an additional 901 shares in the last quarter. Finally, Sacks & Associates LLC bought a new stake in shares of JPMorgan Chase & Co. during the third quarter valued at approximately $455,000. 71.55% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other JPMorgan Chase & Co. news, insider Robin Leopold sold 2,500 shares of the firm's stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the sale, the insider owned 71,047 shares in the company, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be paid a $1.65 dividend. This represents a $6.60 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. JPMorgan Chase & Co.'s payout ratio is currently 28.28%.

More JPMorgan Chase & Co. News

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan reported third-quarter net income of $15.3 billion, up 6% from a year earlier, while revenue increased 8% to $50.17 billion. Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management posted respective net-income growth of 13%, 20%, and 11%. JPMorgan Chase Reports Third-Quarter Net Income
• Positive Sentiment: Reuters highlighted stronger investment-banking activity and trading performance as key drivers of the profit increase, supporting the outlook for JPMorgan’s markets and dealmaking businesses. JPMorgan Profit Rises on Investment Banking and Trading Strength
• Positive Sentiment: The bank declared a $1.65-per-share common dividend and repurchased $664 million of stock, providing ongoing shareholder returns.
• Neutral Sentiment: JPMorgan’s results were closely watched as the first major bank earnings release of the season and as an indicator of corporate deal activity, consumer health, credit conditions, and the broader U.S. economy. JPMorgan Earnings Live Coverage
• Negative Sentiment: Adjusted earnings per share of $5.75 missed the roughly $5.93–$5.94 consensus, while revenue of $50.17 billion was below estimates near $51.2 billion. The earnings and revenue misses are the primary reasons the stock moved lower. JPMorgan Earnings Miss Estimates
• Negative Sentiment: Results included a $2.7 billion provision for credit losses and $658 million of net investment-securities losses in the Corporate segment, weighing on profitability and raising investor scrutiny of credit and market risks.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

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