Oppenheimer initiates its coverage of EverBank with an "outperform" rating and a price target implying 26% upside for the shares.
Even using 'very conservative' assumptions, KBW expects most large-cap U.S. banks to be approved by the Federal Reserve for huge increases in capital returns to investors next year.
Citigroup was downgraded by Deutsche Bank and Goldman, but KBW analyst Fredrick Cannon still thinks Citi "remains a compelling investment."
Most bank stocks sank on Thursday, after a huge upward revision in the third-quarter U.S. GDP growth estimate.
Talent from Bank of America "should enable PVTB to outperform peers on loan growth," according to KBW analyst Christopher McGratty.
The expected curtailment of Federal Reserve bond purchases 'seems more likely to be negative for banks/credit markets near term,' according to Deutsche Bank analyst Matt O'Connor.
Large regional banks fared well after ADP said private U.S. employers added 215,000 jobs during November.
The bank and its former CFO settled charges of failing to write down loans being sold in a timely fashion at the height of the credit crisis in 2008.
A group of nine regional bank stocks has plenty of room for growth from 'potential EPS improvement over the next 2-3 years.'
The largest U.S. banks may look to separate their investment banking businesses after the Volcker Rule's ban on "proprietary trading" is finalized.
It's time for investors to be 'more selective' with bank stocks picks, according to Goldman Sachs analyst Richard Ramsden.
The European Commission announces fines of 1.71 billion euros ($2.32 billion) against eight banks, including JPMorgan Chase and Citigroup.
Banks led the market lower as strong auto sales and manufacturing numbers raised the specter of Federal Reserve tapering of bond purchases.
The Federal Reserve announces it has "not objected" to revised 2013 capital plans from JPMorgan Chase and Goldman Sachs.
Most regional banks fared well on Cyber Monday, following an upbeat report on U.S. manufacturing from the Institute for Supply Management.
Key economic figures for the island territory could lead to an "over-reaction" to the downside for Puerto Rico bank stocks, according to KBW.
U.S. consumers have been slimming down their debt loads for years, slowing the economic recovery, but that is bound to change.
The agreement resolves all outstanding claims on loans sold to the government sponsored enterprise by Bank of America through 2009.
Most bank stocks headed lower during an abbreviated trading session following the Thanksgiving holiday.
The outspoken bank analyst expects Fannie Mae and Freddie Mac to survive in some form.
Even the weakest performers among large-cap U.S. bank stocks have seen stellar returns this year.
Bank stocks were sluggish on Tuesday amid a wave of mixed economic reports.
The Federal Deposit Insurance Corp. reports that U.S. banks saw their third-quarter earnings drop 3.9% from a year earlier.
These four large-cap banks have led the sector this year.
Citi's shares have 18% upside over the next 12 to 18 months, according to Oppenheimer analyst Chris Kotowski.
Bank stocks continued their epic run on Monday, following two reports showing a slowing of the U.S. housing rebound.
Stocks of the "big four" U.S. banks continue to trade well below their customary levels to book value.
A possible policy change by the Federal Reserve could force banks to push some depositors away.
Most bank stocks headed higher on Friday, as the Dow Jones Industrial Average continued its push into record territory.
Stocks of six major banks covered by the firm still trade at only half their historical levels to tangible book value.
The Tennessee bank continues to unwind its legacy mortgage risk, as it focuses on growing its regional business.
JPMorgan has suffered $18 billion in 'unexpected losses' from two acquisitions, but they were worth it, says Goldman Sachs analyst Richard Ramsden.
Bank stocks were solid after the Senate Banking Committee approved Janet Yellen's nomination to head the Federal Reserve, setting up a Senate floor vote.
BAC will see $9B more in cost cuts and have plenty of excess capital even if hit by a JPM-like settlement, according to Atlantic Equities.
The U.S. Treasury plans to fully exit its bailout investment in General Motors by the end of the year.
Bank stocks fared better than the broad market on a mixed Wednesday for economic news.
With a big monkey off its back, the highly profitable JPMorgan should see its stock rise to a P/E valuation in line with peers.
Bank stocks fared better than the broad market on Tuesday, as JPMorgan Chase entered into a landmark $13 billion mortgage settlement with various government authorities.
These bank stocks, conservatively rated "A" by TheStreet Ratings, trade at relatively low price-to-earnings ratios.
The nation's biggest bank will announce a landmark $13 billion settlement with the Department of Justice, as early as Tuesday, according to the Wall Street Journal.
Following its second major fourth-quarter settlement with MBS investors, JPM said it was 'appropriately reserved' for any similar litigation.
Jeff Immelt continues to sharpen General Electric's focus, while shareholders can see gains as the consumer finance business is set free.
Most major card lenders showed year-over-year growth in October, which could bode well for the cheapest credit card stocks.
A key disclosure by Bill Ackman's Pershing Square on Friday helped push GSE shares to high double-digit returns for the week.
As long-term interest rates rise, Deutsche Bank analyst Yaron Kinar expects life insurer stocks to add to this year's stellar gains.
Having exceeded its expense reduction goal, the bank can now focus on "organic growth," according to JPM analyst Steven Alexopoulos.
Most bank stocks headed higher on Thursday, following Janet Yellen's testimony before the Senate Banking Committee.
Bruce Berkowitz's proposal to replace Fannie and Freddie is a helpful step, but there's no simple way to replace the GSEs.
Potential acquisition candidates have performed even better than the banking sector this year, but there may still some bargains left.
Bank stocks were mostly higher on Wednesday, heading into a Thursday Senate hearing Janet Yellen's nomination to be the next Federal Reserve chair.
KBW expects banks' legal tab from three scandals to hit $100 billion, but sees JPM as a "top pick" after a brutal third quarter.
Shares of McDonald's trade at a 25% to 30% discount to fast food peers, according to Bank of America Merrill Lynch analyst Joseph Buckley.
Bank stocks headed lower as investors looked to a Thursday Senate hearing Janet Yellen's nomination to be the next Federal Reserve chair.
Some regional bank stocks with relatively high valuations to 2014 EPS estimates look very cheap when estimates are taken out to 2017.
Several Wall Street analysts slashed price targets in light of lower earnings guidance, but they still rate the stock "outperform."
Big U.S. banks saw a very strong stock market reaction following surprisingly strong employment growth numbers for October.
The government sponsored enterprises continue paying massive dividends to the U.S. Treasury.
Even after a two-year bank stock rally, there are some big banks trading just above, or even below, tangible book value.
Bank stocks were strong in line with the broad market, heading into key economic reports Thursday and Friday.
A deep data dive shows there are still quality bargain bank stocks out there, including some very familiar names.
Bank stocks mostly treaded water on Wednesday, as investors eyes turned to Thursday's release of GDP data and the Twitter IPO.
Investors have expressed frustration at Discover's market valuation relative to banks that are much less profitable.
HSBC warned of a regulatory drag to performance, but investors were pleased with the company's increase in profit before tax.
The company is expanding its corporate banking business beyond its traditional Southeast footprint.
Big U.S. banks will show plenty of capital strength, but the new 'Global Market Shock' and 'Counterparty Default' tests throw new curves.
HSBC reported a huge increase in third-quarter profit, but regulatory items continued to weigh on overall performance.
Disappointing P&C underwriting results helped send the insurers shares down over 6% on Friday.
The regulator on Friday expanded the list of financial firms facing 2014 CCAR stress tests beyond the original group of 18 banks.
AIG is still seeing underwriting losses in its Property Casualty operations, while peers are growing profits from their P&C businesses.
The investigation of LIBOR manipulation is ongoing, but Fannie Mae has now followed Freddie Mac by suing nine major banks.
JPMorgan and Citigroup led bank stocks lower, after each bank put its London foreign exchange trading chief on leave, according to media reports.
Shares of Visa were weak in early trading after the company reported some revenue softness, but EPS is still forecast to rise "in the mid to high teens."
Bank stocks decline, but less than the broad market, as the Federal Open Market Committee announces no change in Federal Reserve policy.
Five large-cap U.S. banks have achieved double-digit compound annual growth in tangible book value over the past three years, according to KBW.
The British bank reports relatively 'clean' third-quarter results but is held back by expenses related to its 'Transform' program.
Shares of the Swiss bank tanked 8% following another weak earnings report and discipline against employees involved with foreign exchange.
Banks in Europe are also seeing major hits to earnings from multiple regulatory investigations.
Bank stocks ended mixed as economic reports continue to support expectations of no change in Federal Reserve "QE3" policy this week.
The mortgage decline was worse than feared, but commercial and industrial loan growth was a bright spot and credit leverage still drives earnings.
The agreement costs more than expected, but the $5.1 billion tab is likely covered by existing litigation or mortgage repurchase reserves.
U.S. Bank's mobile application will incorporate Mitek's services to enable current customers to transfer card balances without entering any data.
Property and casualty insurers continue to see improvements in their underwriting profits, signaling a major recovery for the industry.
The $5.1 billion settlement is actually a victory for the bank, because admitting wrongdoing would have fed other institutional lawsuits.
Bank stocks rallied late on Friday, while the broad market rose on continued hope of no change to the Federal Reserve's stimulus policy next week.
Bank stocks were mixed on Thursday, while improved an improved China manufacturing PMI helped propel the broad market.
The regulator rolled out proposed rules for large banks to maintain minimum coverage ratios to meet 30 days of liquidity needs in the event of a market crisis.
Language admitting wrongdoing with the FHFA could feed private lawsuits, if not worded very carefully.
Bank stocks pulled back as the buildup to JPMorgan's government settlement continued and other MBS investors lined up for a pound of flesh.
Two large-cap banks grew third-quarter revenue-per-share, but if mortgage income is excluded, seven saw growth in revenue-per-share.
The Salt Lake City lender's shares drop nearly 7%, after it reports severe net interest margin compression and analysts cut estimates.
The asset manager and custody bank beat the consensus third-quarter EPS estimate and reported a year-over-year revenue increase of over 3%.
The regional lender reported solid C&I loan growth and expanding net interest margin, but mortgage revenue declined, as expected.
Bank stocks on Friday ended strong, with Morgan Stanley leading after reporting better-than-expected third-quarter revenue.
While most industrial segments saw year-over-year revenue declines, third-quarter Oil and Gas revenue was up 18%.
The Atlanta lender's earnings declined from previously announced charges, but also from a drop in mortgage loan production
The lender beat the consensus third-quarter EPS estimate and showed 5% sequential growth in commercial loans during the third quarter.
Bank stocks led the broad market higher on Thursday, after the government shutdown ended and a federal default was averted.
GE typically sees seasonal slowness in the third quarter, but investors are hoping to see progress on the conglomerate's backlog of industrial orders.
The bank beats the consensus third-quarter earnings estimate, even when an extraordinary benefit from pension curtailment is excluded.
The lender's adjusted third-quarter earnings match the consensus estimate, as a decline in mortgage income is partially offset by lower expenses.