Shares of Fannie and Freddie Mac see huge declines after key members of the Senate Banking Committee announce an agreement on winding the GSEs down.
Both banks are ready for significantly higher payouts to investors, according to Janney Capital Markets analyst Sameer Gokhale.
Oppenheimer analyst Chris Kotowski expects banks' excess capital to support higher payouts, improve confidence and raise stock prices.
KBW cuts its rating and earnings estimates for USB on expected declines loan loss reserve releases and mortgage revenue.
Bank stocks on Monday fared slightly better than the broad market, which was held back by disappointing export numbers out of China.
Five years from the March 9, 2009 bottom, Oppenheimer Chief Investment Strategist John Stoltzfus expects the market's bull run to continue.
The battle over Fannie Mae and Freddie Mac will go on for years, but many investors have already made a killing.
It's been a great five-year recovery for bank stocks, but looking back 10 years we see a painful story for many long-term investors.
Bank stocks were strong again on Thursday, as unemployment claims declined.
California banks in urban areas are well-positioned for 'robust' loan growth and revenue growth, according to KBW analyst Julianna Balicka.