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

JPMorgan Chase & Co. (NYSE:JPM) – Investment analysts at Erste Group Bank raised their FY2026 EPS estimates for JPMorgan Chase & Co. in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the financial services provider will earn $21.48 per share for the year, up from their prior estimate of $21.42. The consensus estimate for JPMorgan Chase & Co.’s current full-year earnings is $18.10 per share.

Other research analysts also recently issued reports about the company. DZ Bank reissued a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Zacks Research raised JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 10th. Piper Sandler increased their price target on JPMorgan Chase & Co. from $336.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Truist Financial dropped their price target on shares of JPMorgan Chase & Co. from $334.00 to $330.00 in a research report on Wednesday, February 25th. Finally, HSBC set a $319.00 price objective on shares of JPMorgan Chase & Co. and gave the stock a “hold” rating in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $340.00.

JPMorgan Chase & Co. Stock Performance

JPM opened at $295.57 on Thursday. The company has a market cap of $797.16 billion, a PE ratio of 14.77, a price-to-earnings-growth ratio of 1.21 and a beta of 1.06. The stock has a 50-day moving average of $301.01 and a 200-day moving average of $307.75. JPMorgan Chase & Co. has a 52-week low of $202.16 and a 52-week high of $337.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.85 and a current ratio of 0.85.

JPMorgan Chase & Co. (NYSE:JPM) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. During the same period last year, the company earned $4.81 earnings per share. The business’s revenue was up 7.1% compared to the same quarter last year.

Institutional Trading of JPMorgan Chase & Co.

Several institutional investors have recently modified their holdings of the company. Brighton Jones LLC boosted its stake in JPMorgan Chase & Co. by 11.0% during the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after buying an additional 4,841 shares in the last quarter. Acorns Advisers LLC increased its holdings in JPMorgan Chase & Co. by 6.9% in the 1st quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock valued at $379,000 after buying an additional 100 shares during the period. Ignite Planners LLC raised its stake in shares of JPMorgan Chase & Co. by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 10,934 shares of the financial services provider’s stock valued at $3,185,000 after buying an additional 78 shares in the last quarter. Plotkin Financial Advisors LLC raised its stake in shares of JPMorgan Chase & Co. by 7.3% in the 2nd quarter. Plotkin Financial Advisors LLC now owns 1,475 shares of the financial services provider’s stock valued at $428,000 after buying an additional 100 shares in the last quarter. Finally, Integrated Quantitative Investments LLC lifted its holdings in shares of JPMorgan Chase & Co. by 37.2% during the 2nd quarter. Integrated Quantitative Investments LLC now owns 2,922 shares of the financial services provider’s stock worth $847,000 after acquiring an additional 792 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 433 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $295.06, for a total value of $127,760.98. Following the completion of the sale, the insider owned 64,920 shares in the company, valued at approximately $19,155,295.20. This trade represents a 0.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, General Counsel Stacey Friedman sold 3,404 shares of JPMorgan Chase & Co. stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the sale, the general counsel directly owned 65,353 shares in the company, valued at approximately $20,442,418.40. This trade represents a 4.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 72,029 shares of company stock valued at $22,195,693 in the last three months. Company insiders own 0.47% of the company’s stock.

JPMorgan Chase & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Monday, April 6th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, April 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio is currently 29.99%.

More JPMorgan Chase & Co. News

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

• Positive Sentiment: JPMorgan is leading large financing deals that should boost fees and underwriting revenue — the bank kicked off an ~$8 billion junk‑bond offering to finance the record EA leveraged buyout, and is syndicating a major loan package. This underpins near‑term investment banking income. JPMorgan launches $8 billion bond sale for EA buyout
• Positive Sentiment: JPMorgan expanded credit exposure to AI/data‑centre operator Core Scientific (adding $500M to a facility, to $1B), a sign of growing lending and fee activity tied to secular AI/data‑centre demand. JPMorgan Adds $500M to Core Scientific Financing
• Positive Sentiment: Regulatory proposals that would ease capital requirements for large banks could free up tens of billions in capital and improve return on equity — a potential structural tailwind for JPMorgan’s lending capacity and buyback/dividend optionality. Large Banks Score Major Regulatory Win
• Positive Sentiment: Broader market technicals signal a potential rebound for the S&P 500, which could lift big-bank stocks like JPMorgan as risk appetite returns ahead of earnings season. S&P 500 Fires Buy Signal
• Neutral Sentiment: Market attention is turning to JPMorgan’s Q1 preview: analysts expect single‑digit EPS growth and the bank reports in mid‑April — results and guidance will likely be the biggest immediate catalyst. JPMorgan Chase Earnings Preview
• Neutral Sentiment: CEO Jamie Dimon’s public comments on remote work, AI and Middle East risks keep investor focus on management views and strategic positioning but are unlikely to change fundamentals today. Jamie Dimon on remote work
• Neutral Sentiment: Operational/regulatory items — a JPMorgan exec flagged “vague” carbon‑market contracts and the bank is piloting employee‑monitoring tools and lobbying on stablecoin rules; these reflect strategic/operational execution but limited immediate earnings impact. JPMorgan executive on carbon markets JPMorgan on burnout monitoring and stablecoin lobbying
• Negative Sentiment: Legal/reputational risk: former President Trump is pressing to keep a “debanking” lawsuit against JPMorgan (and CEO Jamie Dimon) in Florida — an adverse ruling or prolonged litigation could be a reputational and legal overhang. Trump argues to keep JPMorgan ‘debanking’ lawsuit in Florida
• Negative Sentiment: Minor insider selling disclosed (433 shares sold by an insider) — small in scale but a note for governance/position‑monitoring investors. SEC filing: insider sale

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.