JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt market capital-raising services, as well as loan origination and syndication; payments; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations, as well as investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products to high net worth clients. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.

JP Morgan Chase & Co.

Bold Earning Season Predictions

Key Points
Dividend stocks offer a reliable income stream as companies distribute a portion of their profits to shareholders.
Research indicates that companies that pay dividends tend to outperform those that do not over the long term, with lower volatility.
Dividend companies tend to have strong business models, sound management, and a commitment to returning capital to shareholders.
Looking for a way to boost your passive income? Dividend stocks might just be your golden ticket. Dividend-paying companies share a portion of their profits with shareholders, typically on a quarterly basis. Many investors find this appealing because it creates a steady passive income stream.
But the benefits don't stop there! Dividend stocks often leave their non-dividend counterparts in the dust. Research from Hartford Funds reveals something remarkable: During a 50-year span, companies that pay dividends have outperformed those that don't, 9.2% to 4.3% on average annually, and they have also done so with less volatility.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Ultimately, it boils down to this: Dividend-paying companies typically have effective business models, prudent capital management, and a strong commitment to rewarding their investors over the long term. Here are five quality dividend stocks that investors should consider adding to their portfolios today.
JPMorgan Chase
JPMorgan Chase (NYSE: JPM) is the largest U.S. bank by assets and has a long history of capital discipline and profitability. Under the leadership of Chief Executive Officer Jamie Dimon, who has led the bank since 2005, the bank has consistently outperformed peers.
The bank has steadily increased its dividend during the past 15 years, boasting a current yield of nearly 2% and a low payout ratio, meaning there's room for future increases. Its strong capital position is reinforced by consistent results in Federal Reserve stress tests, allowing it to return capital to shareholders. It recently raised its dividend payout for the second time this year. Since the fourth quarter, the bank has increased its dividend payout by 20%.
JPMorgan Chase offers stability, dividend growth potential, and a fortress-like balance sheet, making it an ideal core holding for dividend-focused investors seeking exposure to the financial sector.
Ares Capital
Ares Capital (NASDAQ: ARCC) is the largest publicly traded business development company (BDC) in the U.S. As a BDC, Ares Capital primarily focuses on providing debt financing to middle-market companies. Not only that, but BDCs are required to distribute at least 90% of their taxable income to shareholders, making them ideal for dividend investors.
Ares stands out for its well-managed, diversified portfolio. It has a long history of strong underwriting and credit management processes, even during volatile periods such as the Great Recession from 2007 to 2009. Its portfolio spans hundreds of companies across various industries, reducing exposure to sector-specific downturns. As of March 31, its portfolio comprises 566 companies across numerous industries.
Ares also benefits from rising interest rates, as many of its loans are floating-rate. At the end of the first quarter, 69% of the investments in its portfolio, valued at fair value, pay interest and dividends at floating rates.
Ares Capital's dividend yield typically exceeds 9%, and it has also provided 15 years of stable or growing dividend payouts, showing its ability to reward shareholders over time.
T. Rowe Price Group
T. Rowe Price (NASDAQ: TROW) is a leading asset management firm recognized for its active investment strategies and strong long-term performance. The company has a solid track record. As of March 31, 61% of its U.S. mutual funds' assets under management (AUM) outperformed their Morningstar median during the past year, and 87% outperformed during the past 10 years.
As a money manager, T. Rowe earns fees from managing its assets of more than $1.57 trillion, creating a stable and scalable earnings stream as markets grow in line with its AUM. This fee-based model also helps generate steady earnings, which is significant as the company looks to maintain and expand its payout. The asset management company's dividend yields about 5% and it has raised the dividend every year for 39 consecutive years.
Aflac (NYSE: AFL) is a leading provider of supplemental health and life insurance, with a strong presence in Japan and the U.S.
The company and its subsidiaries offer financial protection to policyholders, with a primary business focus on supplemental health and life insurance. Its emphasis on supplemental coverages aims to help consumers pay for medical and non-medical costs not covered by primary insurance, with a focus on products such as cancer, critical illness, accident, and hospital indemnity coverage.
Its Japanese business accounts for more than half of its revenue, providing a steady, cash-generating base. Furthermore, with premium persistency at 93.8% in Japan during the past 12 months, the company demonstrates strong customer retention, a crucial indicator of customer satisfaction.
Aflac has raised its dividend for over 42 consecutive years. The yield currently stands at 2.2% with a payout ratio of 31%, allowing room for continued increases. Aflac's conservative financial management, strong underwriting discipline, and stable cash-flow generation make it a reliable dividend stock.
Marsh & McLennan
Marsh & McLennan (NYSE: MMC) is a global leader in insurance brokerage, risk management, and consulting services through its Marsh, Mercer, Guy Carpenter, and Oliver Wyman brands. Marsh's dominance as an insurance broker positions it well to benefit from continued increases in insurance premiums, while Mercer's human capital consulting business adds a complementary revenue stream.
As a fee-based business, Marsh avoids underwriting risk and instead generates steady, fee-based cash flows. The company operates a capital-light business, serving a diverse range of clients, including corporations, government entities, professional organizations, and individuals. Last year, the company generated $4 billion in free cash flow, and has increased this vital measure by 17% compounded annually since 2010.
Marsh and McLennan has delivered consistent revenue and earnings growth during the past decade, increasing adjusted earnings per share for 17 consecutive years, enabling it to raise its dividend for 15 straight years. With a yield of about 1.5% backed by strong free cash flow, Marsh and McLennan is another solid dividend stock to consider today.
Should you invest $1,000 in JPMorgan Chase right now?
Before you buy stock in JPMorgan Chase, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and JPMorgan Chase wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,056,790!*
Now, it’s worth noting Stock Advisor’s total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of July 15, 2025
JPMorgan Chase is an advertising partner of Motley Fool Money. Courtney Carlsen has positions in JPMorgan Chase. The Motley Fool has positions in and recommends JPMorgan Chase and T. Rowe Price Group. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

5 Brilliant Dividend Stocks to Buy Now and Hold for the Long Term

For Immediate Release
Chicago, IL – July 21, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Apple Inc. AAPL, JPMorgan Chase & Co. JPM and Visa Inc. V.
Here are highlights from Friday’s Analyst Blog:
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc., JPMorgan Chase & Co. and Visa Inc. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets Higher on Positive Q2 Earnings, Homebuilding Data
Today's Featured Research Reports
Apple’s shares have declined -5.8% over the past year against the Zacks Computer - Micro Computers industry’s decline of -5.9%. The company is witnessing weakness in iPhone sales, particularly in China, which is a concern. Increasing regulatory headwinds and tariffs are a concern for investors.
Nevertheless, Apple is benefiting from strong growth in Services revenues. It now has more than 1 billion paid subscribers across its Services portfolio, more than double what it had four years ago. The expanding content portfolio of Apple TV+ and Apple Arcade helped in driving subscriber growth.
Apple expects the June quarter’s (third-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. Introduction of Apple Intelligence, an advanced personal intelligence system seamlessly integrated into iOS 18, iPadOS 18 and macOS Sequoia is helping Apple sell more of its devices, including iPhone.
(You can read the full research report on Apple here >>>)
Shares of JPMorgan Chase have outperformed the Zacks Financial - Investment Bank industry over the past year (+41.6% vs. +40.7%). The company’s second-quarter 2025 results reflected solid capital markets performance and decent loan growth. The company's business expansion initiatives, moderate loan demand and relatively high interest rates will drive net interest income (NII) growth.
Yet, the volatile nature of the capital markets business and high mortgage rates will hurt fee income growth. As the company invests in technology and marketing, operating expenses are expected to remain elevated. Weak asset quality due to a challenging macroeconomic environment is another concern.
While a solid resurgence in deal-making activities is likely to take time, a solid pipeline and the company’s leadership position will drive the investment banking (IB) business. Its enhanced capital distributions seem sustainable.
(You can read the full research report on JPMorgan Chase here >>>)
Visa’s shares have outperformed the Zacks Financial Transaction Services industry over the past year (+32.3% vs. +26.2%). The company’s strong market position is underpinned by consistent volume-driven growth, acquisitions and technological leadership in digital payments. Expansion in cross-border volumes, rising digital transactions, and investments in AI and stablecoin infrastructure enhance its future prospects.
A robust financial position with ample liquidity and shareholder returns further supports long-term growth. In 2Q FY25, processed transactions grew 9% year over year. However, Visa faces rising client incentives and expenses, which may weigh slightly on margins.
The company expects high single- to low double-digit expense growth in fiscal 2025. Regulatory pressures and potential legislative changes pose additional risks to its fee structures. The stock’s premium valuation suggests limited near-term upside. As such, the stock warrants a cautious stance.
(You can read the full research report on Visa here >>>)
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Zacks Investment Research
800-767-3771 ext. 9339
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Zacks Analyst Blog Highlights Apple, JPMorgan Chase and Visa

Key Points
Ripple is gaining regulatory and industry buy-in.
The project's potential is greater than many realize.
The price of XRP (CRYPTO: XRP) is surging once again. This week, the coin popped nearly 30% in value. Over the past month, the crypto asset has increased in value by roughly 60%. And over the last 12 months, XRP has surged by around 500%.
After blasting through the $3 mark and setting a new all-time high, is Ripple still a buy? If you believe in this story, the token could be a buy at any price under $10. But there are a few things you want to be aware of before loading up.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Is Ripple gaining regulatory and industry buy-in?
The biggest cause of Ripple's recent price surge has been growing optimism surrounding the regulatory environment, as well as encouraging signs of potential industry adoption.
For years, Ripple has faced a long list of regulatory and adoption challenges. From a regulatory standpoint, the project has been involved in a lawsuit by the Securities and Exchange Commission (SEC), which charges it with selling unregistered securities in the coin lauch. After roughly five years, the case was finally settled for $50 million in May, unburdening the project from one of its biggest valuation drags.
From an industry buy-in standpoint, the project has long struggled to attract top-tier banks to its novel system of cross-border transactions. That remains a long-term challenge, but ongoing adoption by global banks, including Travelex Bank in Brazil, Axis Bank in India, UnionBank in the Philippines, ChinaBank, and Qatar National Bank, has provided real-world validation of Ripple's network. Partnerships with local banks help the Ripple team make their services easy to use.
The cross-border transactions market is already worth around $200 trillion today. By the end of the decade, its value is expected to approach $300 trillion. Ripple is clearly competing in a gigantic market -- one of the largest total addressable markets in the world. Adoption and regulatory approval have long been the challenge. But improving conditions this year for both of those categories have investors increasingly excited.
Buy Ripple today if you fit this one characteristic
Do improving conditions make Ripple a buy today? For many investors, the answer is yes. In fact, Ripple could be a buy as long as it's under $10. At $10, Ripple would have a $600 billion market cap. That's justifiable, assuming Ripple takes only a few percentage points off the market shares of various global payment networks.
The SWIFT network, for example, handles more than $5 trillion in transactions per day. Capturing just 1% of this volume would result in roughly $18 trillion in annual volume for Ripple. At that rate, Ripple would likely be worth significantly more than $10.
If you're an aggressive growth investor seeking maximum upside potential, Ripple looks like a buy at under $10. But if you're looking for a more balanced risk-versus-reward scenario, it's best to look elsewhere. That's because the global payments system is highly consolidated, as SWIFT's massive volumes show.
Financial institutions have long been wary of competing systems and are unlikely to switch en masse to a relatively unproven system like Ripple, even if Ripple's network is superior on paper. Additionally, there is growing competition for alternative payment networks such as Visa's B2B Connect and JPMorgan's Onyx platform.
From a fundamentals perspective, it's still far too early to nail down a fair valuation for Ripple. It remains a very speculative asset. There's huge upside to be sure, but if and when that upside is realized, as well as its ultimate magnitude, is difficult to predict.
Aggressive growth investors should strongly consider a small exposure to Ripple. Most investors, however, are better off elsewhere.
Should you invest $1,000 in XRP right now?
Before you buy stock in XRP, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and XRP wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,056,790!*
Now, it’s worth noting Stock Advisor’s total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of July 15, 2025
JPMorgan Chase is an advertising partner of Motley Fool Money. Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase, Visa, and XRP. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should You Buy XRP (Ripple) While It's Under $10?

Below is Validea's guru fundamental report for JPMORGAN CHASE & CO (JPM). Of the 22 guru strategies we follow, JPM rates highest using our Multi-Factor Investor model based on the published strategy of Pim van Vliet. This multi-factor model seeks low volatility stocks that also have strong momentum and high net payout yields.
JPMORGAN CHASE & CO (JPM) is a large-cap value stock in the Investment Services industry. The rating using this strategy is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of JPMORGAN CHASE & CO
More Information on Pim van Vliet
About Pim van Vliet: In investing, you typically need to take more risk to get more return. There is one major exception to this in the factor investing world, though. Low volatility stocks have been proven to outperform their high volatility counterparts, and do so with less risk. Pim van Vliet is the head of Conservative Equities at Robeco Asset Management. His research into conservative factor investing led to the creation of this strategy and the publication of the book "High Returns From Low Risk: A Remarkable Stock Market Paradox". Van Vliet holds a PhD in Financial and Business Economics from Erasmus University Rotterdam.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for JPM

(RTTNews) - JPMorgan Chase & Co. (JPM) has begun publishing research reports on leading private companies, marking a strategic shift as these firms wield growing influence over global markets, a source told Reuters on Friday.
The bank's first note focuses on OpenAI, the ChatGPT creator that ignited Wall Street's AI frenzy with a valuation surpassing $27?billion.
As IPO timelines stretch and private market valuations rival those of S&P?500 companies, institutional investors are seeking earlier insights into disruptors like SpaceX and TikTok parent ByteDance. In an internal memo, JPMorgan's head of global research, Hussein Malik, said the reports will provide structured analysis and market tracking but will exclude ratings and price targets. "Private companies are increasingly shaping industries, particularly in the new economy space," Malik wrote.
The timing reflects explosive growth in private markets. North America alone hosts over 1,000 unicorn startups valued above $1?billion worth nearly $4?trillion collectively, according to PitchBook. Private capital markets, spanning venture and private equity, reached $18.7?trillion last year and are projected to hit $24?trillion by 2029.
The median age of companies going public has climbed from 6.9 years a decade ago to 10.7 years today, fueled by deep pools of private funding. Malik emphasized that understanding these firms' impact is now critical for both public and private market investors.
JPMorgan's move aligns with CEO Jamie Dimon's warning about the shrinking role of public companies, which have declined from 7,300 in 1996 to roughly 4,300 today. By spotlighting private market disruptors, the bank aims to bridge a growing information gap reshaping how Wall Street evaluates the next wave of market leaders.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

JPMorgan Expands Research Coverage To Private Market Giants As C Accelerates

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in First Solar Inc (Symbol: FSLR), where a total volume of 34,931 contracts has been traded thus far today, a contract volume which is representative of approximately 3.5 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 77.3% of FSLR's average daily trading volume over the past month, of 4.5 million shares. Particularly high volume was seen for the $182.50 strike call option expiring July 25, 2025, with 3,043 contracts trading so far today, representing approximately 304,300 underlying shares of FSLR. Below is a chart showing FSLR's trailing twelve month trading history, with the $182.50 strike highlighted in orange:
JPMorgan Chase & Co (Symbol: JPM) options are showing a volume of 70,258 contracts thus far today. That number of contracts represents approximately 7.0 million underlying shares, working out to a sizeable 69.3% of JPM's average daily trading volume over the past month, of 10.1 million shares. Especially high volume was seen for the $290 strike call option expiring July 18, 2025, with 7,406 contracts trading so far today, representing approximately 740,600 underlying shares of JPM. Below is a chart showing JPM's trailing twelve month trading history, with the $290 strike highlighted in orange:
And Charter Communications Inc (Symbol: CHTR) saw options trading volume of 8,068 contracts, representing approximately 806,800 underlying shares or approximately 67.2% of CHTR's average daily trading volume over the past month, of 1.2 million shares. Especially high volume was seen for the $410 strike put option expiring July 18, 2025, with 3,394 contracts trading so far today, representing approximately 339,400 underlying shares of CHTR. Below is a chart showing CHTR's trailing twelve month trading history, with the $410 strike highlighted in orange:
For the various different available expirations for FSLR options, JPM options, or CHTR options, visit StockOptionsChannel.com.
Funds Holding BDCX
AKAO Options Chain
VCYT shares outstanding history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: FSLR, JPM, CHTR

Friday, July 18, 2025
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), JPMorgan Chase & Co. (JPM) and Visa Inc. (V). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets Higher on Positive Q2 Earnings, Homebuilding Data
Today's Featured Research Reports
Apple’s shares have declined -5.8% over the past year against the Zacks Computer - Micro Computers industry’s decline of -5.9%. The company is witnessing weakness in iPhone sales, particularly in China, which is a concern. Increasing regulatory headwinds and tariffs are a concern for investors.
Nevertheless, Apple is benefiting from strong growth in Services revenues. It now has more than 1 billion paid subscribers across its Services portfolio, more than double what it had four years ago. The expanding content portfolio of Apple TV+ and Apple Arcade helped in driving subscriber growth.
Apple expects the June quarter’s (third-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. Introduction of Apple Intelligence, an advanced personal intelligence system seamlessly integrated into iOS 18, iPadOS 18 and macOS Sequoia is helping Apple sell more of its devices, including iPhone.
(You can read the full research report on Apple here >>>)
Shares of JPMorgan Chase have outperformed the Zacks Financial - Investment Bank industry over the past year (+41.6% vs. +40.7%). The company’s second-quarter 2025 results reflected solid capital markets performance and decent loan growth. The company's business expansion initiatives, moderate loan demand and relatively high interest rates will drive net interest income (NII) growth.
Yet, the volatile nature of the capital markets business and high mortgage rates will hurt fee income growth. As the company invests in technology and marketing, operating expenses are expected to remain elevated. Weak asset quality due to a challenging macroeconomic environment is another concern.
While a solid resurgence in deal-making activities is likely to take time, a solid pipeline and the company’s leadership position will drive the investment banking (IB) business. Its enhanced capital distributions seem sustainable.
(You can read the full research report on JPMorgan Chase here >>>)
Visa’s shares have outperformed the Zacks Financial Transaction Services industry over the past year (+32.3% vs. +26.2%). The company’s strong market position is underpinned by consistent volume-driven growth, acquisitions and technological leadership in digital payments. Expansion in cross-border volumes, rising digital transactions, and investments in AI and stablecoin infrastructure enhance its future prospects.
A robust financial position with ample liquidity and shareholder returns further supports long-term growth. In 2Q FY25, processed transactions grew 9% year over year. However, Visa faces rising client incentives and expenses, which may weigh slightly on margins.
The company expects high single- to low double-digit expense growth in fiscal 2025. Regulatory pressures and potential legislative changes pose additional risks to its fee structures. The stock’s premium valuation suggests limited near-term upside. As such, the stock warrants a cautious stance.
(You can read the full research report on Visa here >>>)
Other noteworthy reports we are featuring today include United Airlines Holdings, Inc. (UAL), CNH Industrial N.V. (CNH) and HealthEquity, Inc. (HQY).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
United Airlines (UAL) Rides on Air Travel Demand, Labor Costs Ail
Per the Zacks Analyst, persistent travel demand and diversified revenues streams is aiding United Airlines' top-line growth. However, increased labor costs weigh on the bottom line.
Precision Tech to Aid CNH Industrial (CNH) Amid High Debt
Per the Zacks analyst, a strong position in the Precision Technology space is likely to support CNH's margins and market share gains. However, the rising debt level remains a concern.
HealthEquity (HQY) Gains on HSA Growth Amid Macro Challenges
Per the Zacks Analyst, HealthEquity's HSA-driven momentum and strong solvency position support its growth, though regulatory hurdles, competition and data security concerns remain key risks.
Five Below (FIVE) Focus on Pre-Teen Customers to Fuel Comps
Per the Zacks analyst, Five Below's impressive merchandise, focus on pre-teen customers & pricing strategy should drive comparable sales. The company expects Q2 comps to increase 7-9% year over year.
Chord Energy's (CHRD) Capital Discipline Drives Value
Per the Zacks analyst, CHRD offers strong cash returns and disciplined growth, but post-merger integration and regional risks may pressure performance.
Solid Demand Aids SL Green (SLG), High Interest Expenses Ail
Per the Zacks Analyst, SLG is set to gain from healthy leasing activity propelled by high demand for top-quality office properties and diverse tenant base. Yet, high interest expenses raise concern.
Product Refreshes Aid Sonos (SONO) Amid Weak Macro Backdrop
Per the Zacks analyst, Sonos is poised to gain from new product launches in the global audio market, while cautious consumer discretionary spending amid a weak macroeconomic environment is a woe.
New Upgrades
AI Tax Assist & Spruce are Key to H&R Block's (HRB) Growth
Per the Zacks analyst, the incorporation of AI Tax Assist in DIY tax preparation improves customer experience, boosting its revenues. Spruce enables efficient client acquisition and user engagement.
Robust Healthcare Programs Demand Benefits Adtalem (ATGE)
Per the Zacks analyst, Adtalem is gaining from robust market trends for healthcare education demand, reflecting enrollment growth. Also, favorable tuition rates and strategic business plans bode well.
Increasing Commercial and Defense Orders Drive Triumph Group (TGI)
Per the Zacks analyst, Triumph Group is likely to benefit from increasing orders from its diverse customer base including commercial airplane producers and various military organizations globally.
New Downgrades
Persistent Pricing Pressure Weighs on Dr. Reddy's (RDY) Growth
Per the Zacks Analyst, intense competition, falling generic prices and weak Emerging Markets sales continue to drag on Dr. Reddy's performance and outlook.
Jazz's (JAZZ) Sleep Disorder Franchise Under Pressure
While Jazz's efforts to diversify its top-line with oncology drugs is encouraging, the Zacks Analyst is concerned with the loss of orphan drug exclusivity for Xywav, set to expire in 2028.
Weak Advertising Demand Hurts SiriusXM's (SIRI) Prospects
Per the Zacks analyst, SiriusXM is suffering from sluggish advertising demand and lower subscriber growth due to coronavirus outbreak.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Stock Reports for Apple, JPMorgan Chase & Visa

Investors might want to bet on JPMorgan Chase & Co. (JPM), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for JPMorgan Chase & Co. is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock Prices
The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for JPMorgan Chase & Co. imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate Revisions
Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for JPMorgan Chase & Co.
This company is expected to earn $18.98 per share for the fiscal year ending December 2025, which represents no year-over-year change.
Analysts have been steadily raising their estimates for JPMorgan Chase & Co.. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.9%.
Bottom Line
Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
The upgrade of JPMorgan Chase & Co. to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

JPMorgan Chase & Co. (JPM) Upgraded to Strong Buy: Here's Why

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P 500 ETF Trust (Symbol: SPY) where we have detected an approximate $1.0 billion dollar outflow -- that's a 0.2% decrease week over week (from 1,027,082,116 to 1,025,432,116). Among the largest underlying components of SPY, in trading today Alphabet Inc (Symbol: GOOGL) is up about 0.3%, JPMorgan Chase & Co (Symbol: JPM) is up about 0.1%, and Eli Lilly (Symbol: LLY) is up by about 1.7%. For a complete list of holdings, visit the SPY Holdings page » The chart below shows the one year price performance of SPY, versus its 200 day moving average:
Looking at the chart above, SPY's low point in its 52 week range is $481.80 per share, with $629.47 as the 52 week high point — that compares with a last trade of $627.34. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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