JPMorgan Chase & Co. (NYSE:JPM) Upgraded at Robert W. Baird

Robert W. Baird upgraded shares of JPMorgan Chase & Co. (NYSE:JPM) from an underperform rating to a neutral rating in a report issued on Tuesday, MarketBeat.com reports. The firm currently has $280.00 price objective on the financial services provider’s stock.

A number of other equities research analysts have also commented on the company. Weiss Ratings restated a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a research report on Monday, December 22nd. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, October 21st. Freedom Capital raised shares of JPMorgan Chase & Co. to a “hold” rating in a research report on Wednesday, January 14th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $330.00 price objective on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. Finally, CICC Research assumed coverage on shares of JPMorgan Chase & Co. in a research note on Wednesday, January 14th. They set an “outperform” rating and a $355.00 target price for the company. Fourteen analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $340.18.

JPMorgan Chase & Co. Trading Down 2.2%

NYSE JPM opened at $310.17 on Tuesday. The firm’s 50 day moving average price is $315.41 and its two-hundred day moving average price is $306.82. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The stock has a market cap of $844.36 billion, a price-to-earnings ratio of 15.50, a PEG ratio of 1.55 and a beta of 1.07.

JPMorgan Chase & Co. (NYSE:JPM) last issued its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping 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 business had revenue of $46.77 billion during the quarter, compared to analysts’ expectations of $45.98 billion. During the same quarter last year, the firm posted $4.81 earnings per share. JPMorgan Chase & Co.’s revenue was up 7.1% compared to the same quarter last year. Equities analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th were paid a dividend of $1.50 per share. The ex-dividend date was Tuesday, January 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is 29.99%.

Insider Activity

In related news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total value of $904,901.47. Following the completion of the sale, the chief financial officer owned 26,696 shares of the company’s stock, valued at approximately $8,350,241.84. The trade was a 9.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $312.80, for a total transaction of $1,064,771.20. Following the transaction, the general counsel directly owned 65,353 shares in the company, valued at $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 14,868 shares of company stock worth $4,650,596. 0.47% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Sequent Planning LLC lifted its holdings in JPMorgan Chase & Co. by 20.1% in the 4th quarter. Sequent Planning LLC now owns 812 shares of the financial services provider’s stock worth $262,000 after purchasing an additional 136 shares during the last quarter. Spectrum Strategic Capital Management LLC grew its holdings in JPMorgan Chase & Co. by 16.6% during the fourth quarter. Spectrum Strategic Capital Management LLC now owns 5,582 shares of the financial services provider’s stock valued at $1,799,000 after purchasing an additional 793 shares during the last quarter. Intrua Financial LLC raised its position in shares of JPMorgan Chase & Co. by 2.7% in the fourth quarter. Intrua Financial LLC now owns 7,880 shares of the financial services provider’s stock valued at $2,539,000 after purchasing an additional 207 shares during the period. Odyssey Capital Advisors Inc. bought a new position in shares of JPMorgan Chase & Co. in the fourth quarter valued at approximately $859,000. Finally, CDM Financial Counseling Services Inc. acquired a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth $603,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

Key Headlines Impacting JPMorgan Chase & Co.

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

• Positive Sentiment: JPMorgan’s move into bank-issued stablecoins (launch of JPMD on Base) and broader industry adoption could open new fees, deposits and client-asset services over time — a strategic revenue diversification positive for long-term growth. Stablecoins Enter Banking Mainstream as Traditional Finance Challenges Crypto-Native Dominance
• Positive Sentiment: Robert W. Baird upgraded JPMorgan to “Neutral” (an upward analyst action vs. prior stance), which can provide some support to the stock by validating fundamentals and valuation. Robert W. Baird Upgrades JPMorgan Chase & Co. to “Neutral”
• Neutral Sentiment: JPMorgan notified Iluka Resources that it ceased being a substantial holder — a routine portfolio change for the bank’s investment/asset-management units with limited direct impact on JPM stock. JPMorgan Ceases to Be Substantial Holder in Iluka Resources
• Neutral Sentiment: Reuters reports big U.S. banks (including JPMorgan) increased lobbying spend meaningfully — shows management investing to shape regulation but also higher operating costs; mixed longer-term implications. Big US banks boost Washington lobbying muscle as policy fights heat up
• Negative Sentiment: JPMorgan completed a $3 billion subordinated notes offering — the new Tier 2 debt increases funding and capital flexibility but may be viewed negatively by investors who prefer capital returns (buybacks/dividends) or who interpret issuance as conservatism amid capital pressures. This issuance is the most direct driver of today’s weaker stock tone. JPMorgan Chase completes $3 billion subordinated notes offering
• Negative Sentiment: JPMorgan commentary on Fed politics — coverage that Kevin Warsh (Trump’s nominee) will “make the case for rate cuts” raises the prospect of easier policy sooner; easing would likely compress banks’ net interest margins over time, a negative for JPM’s core earnings. Warsh will ‘Make the Case For Rate Cuts,’ Says JPMorgan
• Negative Sentiment: Allegations by a pro-XRP lawyer that JPMorgan is manipulating bitcoin are reputational/legal noise that can trigger headlines and short-term volatility, though the direct financial impact is uncertain. Pro-XRP Lawyer Deaton Claims JPMorgan Is Manipulating Bitcoin, Just Like Silver

About JPMorgan Chase & Co.

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.