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7月15日 - ** NYCB 周五公布的第二季度利润超过了 (link) 华尔街的预期,原因是强劲的投资服务费足以抵消利息收入的下降。
执行情况良好
** KBW("跑赢大盘",目标价:75 美元) 预计,尽管该行将投资以提高长期效率,但盈利仍将进一步增长;并表示,与同行相比,该行的估值最具吸引力
** Evercore ISI("表现一致",预期目标:66 美元) 表示,支出持平的指导意见和对手续费收入的评论表明,这家银行 "似乎执行得非常好";认为 2024 年的预期目标指日可待。
** 花旗集团("中性",预期目标:65 美元) 表示,管理层在中期目标上取得了良好进展,认为该股估值合理
** RBC Capital Markets("行业表现",PT:69 美元) 称,投资者看到管理层正在成功降低成本,2022 年 8 月新任首席执行官上任后,非利息支出的增长有所下降就表明了这一点。
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