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2026-10-23
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Related articleQuarter not tagged2026-10-23

MarketAxess (MKTX) Lags Q3 Earnings and Revenue Estimates

Zacks
MarketAxess (MKTX) came out with quarterly earnings of $1.86 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.84 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -4.62%. A quarter ago, it was expected that this operator of bond trading platforms would post earnings of $1.88 per share when it actually produced earnings of $1.95, delivering a surprise of +3.72%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. MarketAxess, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $210.41 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 4.88%. This compares to year-ago revenues of $208.82 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. MarketAxess shares have lost about 9.2% since the beginning of the year versus the S&P 500's gain of 12%. While MarketAxess has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for MarketAxess was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of to…Read full document

MarketAxess (MKTX) came out with quarterly earnings of $1.86 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.84 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -4.62%. A quarter ago, it was expected that this operator of bond trading platforms would post earnings of $1.88 per share when it actually produced earnings of $1.95, delivering a surprise of +3.72%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. MarketAxess, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $210.41 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 4.88%. This compares to year-ago revenues of $208.82 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. MarketAxess shares have lost about 9.2% since the beginning of the year versus the S&P 500's gain of 12%. While MarketAxess has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for MarketAxess was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.85 on $222.3 million in revenues for the coming quarter and $8.08 on $896.39 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Bank is currently in the top 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Robinhood Markets, Inc. (HOOD), is yet to report results for the quarter ended September 2026. The results are expected to be released on October 27. This company is expected to post quarterly earnings of $0.56 per share in its upcoming report, which represents a year-over-year change of -8.2%. The consensus EPS estimate for the quarter has been revised 1% higher over the last 30 days to the current level. Robinhood Markets, Inc.'s revenues are expected to be $1.44 billion, up 13.1% from the year-ago quarter. 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 MarketAxess Holdings Inc. (MKTX) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-23

American Express Q3 Earnings Beat Estimates on Strong Card Fees

Zacks
American Express Company AXP reported third-quarter 2026 adjusted earnings per share (EPS) of $4.68, which surpassed the Zacks Consensus Estimate by 4.7%. The bottom line advanced 13% year over year. Total revenues, net of interest expense, improved 9% year over year to $20.1 billion. However, the top line missed the consensus mark by a whisker. The quarterly earnings were driven by increased Card Member spending, higher net interest income and improved card fee growth. However, the upside was partly offset by elevated operating expenses. American Express Company price-consensus-eps-surprise-chart | American Express Company Quote Network volumes grew 8% year over year in the third quarter to $517.9 billion on the back of higher U.S. consumer spending. But the metric missed the Zacks Consensus Estimate of $520.5 billion. Total interest income of $6.9 billion rose 4% year over year but missed the consensus mark of $7 billion. Provision for credit losses came in at $985 million, which declined 23% year over year in the quarter under review due to a reserve release during the quarter compared to a reserve build in the prior-year quarter. Total expenses increased 9% year over year to $14.5 billion due to higher variable customer engagement costs resulting from increased spending by Card Members and the refresh of the U.S. Platinum Card. The U.S. Consumer Services segment recorded pre-tax income of $2.3 billion, which grew 24% year over year and beat the Zacks Consensus Estimate by 36.2%. Total revenues, net of interest expenses, improved 11% year over year to $9.8 billion but missed the Zacks Consensus Estimate by 3%. An expanding Gen-Z and Millennial customer base favored this segment's results. The Commercial Services segment's pre-tax income of $1 billion fell 6% year over year in the third quarter but beat the Zacks Consensus Estimate of $950.5 million. Total revenues, net of interest expense, grew 6% year over year to $4.6 billion, and beat the consensus mark of $4.4 billion. The International Card Services segment posted pre-tax income of $432 million, which declined 2% year over year and missed the Zacks Consensus Estimate of $698.4 million. Total revenues, net of interest expense, climbed 10% year over year to $3.7 billion but missed the consensus mark of $3.8 billion. The Global Merchant and Network Services segment's pre-tax income of $1.1 billion advan…Read full document

American Express Company AXP reported third-quarter 2026 adjusted earnings per share (EPS) of $4.68, which surpassed the Zacks Consensus Estimate by 4.7%. The bottom line advanced 13% year over year. Total revenues, net of interest expense, improved 9% year over year to $20.1 billion. However, the top line missed the consensus mark by a whisker. The quarterly earnings were driven by increased Card Member spending, higher net interest income and improved card fee growth. However, the upside was partly offset by elevated operating expenses. American Express Company price-consensus-eps-surprise-chart | American Express Company Quote Network volumes grew 8% year over year in the third quarter to $517.9 billion on the back of higher U.S. consumer spending. But the metric missed the Zacks Consensus Estimate of $520.5 billion. Total interest income of $6.9 billion rose 4% year over year but missed the consensus mark of $7 billion. Provision for credit losses came in at $985 million, which declined 23% year over year in the quarter under review due to a reserve release during the quarter compared to a reserve build in the prior-year quarter. Total expenses increased 9% year over year to $14.5 billion due to higher variable customer engagement costs resulting from increased spending by Card Members and the refresh of the U.S. Platinum Card. The U.S. Consumer Services segment recorded pre-tax income of $2.3 billion, which grew 24% year over year and beat the Zacks Consensus Estimate by 36.2%. Total revenues, net of interest expenses, improved 11% year over year to $9.8 billion but missed the Zacks Consensus Estimate by 3%. An expanding Gen-Z and Millennial customer base favored this segment's results. The Commercial Services segment's pre-tax income of $1 billion fell 6% year over year in the third quarter but beat the Zacks Consensus Estimate of $950.5 million. Total revenues, net of interest expense, grew 6% year over year to $4.6 billion, and beat the consensus mark of $4.4 billion. The International Card Services segment posted pre-tax income of $432 million, which declined 2% year over year and missed the Zacks Consensus Estimate of $698.4 million. Total revenues, net of interest expense, climbed 10% year over year to $3.7 billion but missed the consensus mark of $3.8 billion. The Global Merchant and Network Services segment's pre-tax income of $1.1 billion advanced 4% year over year in the quarter under review but missed the Zacks Consensus Estimate of $1.2 billion. Total revenues, net of interest expense, improved 6% year over year to $2.1 billion but came in lower than the consensus mark by 1.5%. Corporate and Other incurred a pre-tax loss of $307 million in the third quarter, narrower than the prior-year quarter's loss of $598 million. American Express exited the third quarter with cash & cash equivalents of $43.2 billion, which fell 9.6% from the 2025-end level. Total assets of $310.3 billion increased 3.4% from the figure at the end of 2025. Long-term debt amounted to $58.5 billion, up 3.8% from the figure as of Dec. 31, 2025. Short-term borrowing was $1.4 billion. Shareholders' equity of $35.8 billion rose 6.9% from the 2025-end level. Return on average common equity stood at 43.6%, compared with 37.3% a year ago. American Express bought back 5 million common shares in the third quarter of 2026 for $1.6 billion and paid $600 million worth of dividends. In the quarter under review, the company paid a per-share dividend of 95 cents. American Express raised its 2026 GAAP EPS guidance to $18.30-$18.60 from its previous projection of $17.30-$17.90. The midpoint of which now indicates an improvement of 20% from the 2025 figure. Management anticipates adjusted EPS to be in the range of $17.60-$17.90 for 2026. The company reaffirmed its expectation of 10% revenue growth for 2026, supported by continued momentum in Card Member spending, customer acquisitions and its premium membership offerings. AXP currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Finance space are American Integrity Insurance Group Inc. AII, Mercury General Corporation MCY and Robinhood Markets, Inc. HOOD, each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for American Integrity Insurance's current-quarter earnings of 49 cents per share has remained stable over the past seven days. AII beat earnings estimates in each of the trailing four quarters, with the average surprise being 46.6%. The consensus estimate for current-quarter revenues is pegged at $105.4 million, implying 70.1% year-over-year growth. The Zacks Consensus Estimate for Mercury General's current-quarter earnings of $3.35 per share has remained stable over the past 60 days. MCY beat earnings estimates in each of the trailing four quarters, with the average surprise being 70.2%. The consensus estimate for current-quarter revenues is pegged at $1.6 billion, calling for 8.8% year-over-year growth. The Zacks Consensus Estimate for Robinhood Markets' current-quarter earnings is pegged at 56 cents per share and has witnessed one upward revision in the past seven days against no movement in the opposite direction. HOOD beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 15.1%. The consensus estimate for current-quarter revenues is pegged at $1.4 billion, calling for 13.1% year-over-year growth. 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 American Express Company (AXP) : Free Stock Analysis Report Mercury General Corporation (MCY) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report American Integrity Insurance Group, Inc. (AII) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-23

Nomura to Report Q2 Earnings: What's in Store for the Stock?

Zacks
Nomura Holdings, Inc. NMR is scheduled to announce second-quarter fiscal 2027 (ended Sept. 30) results on Oct. 28, before market open. The company's quarterly earnings are expected to have declined on a year-over-year basis. In the last reported quarter, NMR's earnings surpassed the Zacks Consensus Estimate. Results benefited from an increase in revenues. However, a rise in expenses was a headwind. Nomura does not have an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in only two of the trailing four quarters, the average surprise being 2.8%. Nomura Holdings Inc ADR price-eps-surprise | Nomura Holdings Inc ADR Quote The company's performance for the quarter ended Sept. 30 is likely to have benefited from healthy equity trading activity, improving foreign exchange and emerging markets businesses, and steady client engagement. However, softer rates trading and moderation in wholesale activity from the preceding quarter are likely to have partly offset these positives. NMR's Wealth Management division is expected to have gained from continued inflows into recurring revenue assets, demand for investment products and growth in fee-based revenues. The Investment Management division is likely to have benefited from a higher asset base and increased management fees. Meanwhile, investment banking activities and steady lending demand are anticipated to have supported revenues. According to our proven model, it cannot be conclusively predicted whether Nomura will be able to beat the Zacks Consensus Estimate for earnings this time. This is because it does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Earnings ESP: The Earnings ESP for Nomura is 0.00%. Zacks Rank: The company currently carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for Nomura's quarterly earnings is pegged at 20 cents per share, which has been unchanged over the past seven days. The figure indicates a decline of 9.1% from the year-ago quarter's actual. Here are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time: The Earnings ESP for Robinhood Markets HOOD i…Read full document

Nomura Holdings, Inc. NMR is scheduled to announce second-quarter fiscal 2027 (ended Sept. 30) results on Oct. 28, before market open. The company's quarterly earnings are expected to have declined on a year-over-year basis. In the last reported quarter, NMR's earnings surpassed the Zacks Consensus Estimate. Results benefited from an increase in revenues. However, a rise in expenses was a headwind. Nomura does not have an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in only two of the trailing four quarters, the average surprise being 2.8%. Nomura Holdings Inc ADR price-eps-surprise | Nomura Holdings Inc ADR Quote The company's performance for the quarter ended Sept. 30 is likely to have benefited from healthy equity trading activity, improving foreign exchange and emerging markets businesses, and steady client engagement. However, softer rates trading and moderation in wholesale activity from the preceding quarter are likely to have partly offset these positives. NMR's Wealth Management division is expected to have gained from continued inflows into recurring revenue assets, demand for investment products and growth in fee-based revenues. The Investment Management division is likely to have benefited from a higher asset base and increased management fees. Meanwhile, investment banking activities and steady lending demand are anticipated to have supported revenues. According to our proven model, it cannot be conclusively predicted whether Nomura will be able to beat the Zacks Consensus Estimate for earnings this time. This is because it does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Earnings ESP: The Earnings ESP for Nomura is 0.00%. Zacks Rank: The company currently carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for Nomura's quarterly earnings is pegged at 20 cents per share, which has been unchanged over the past seven days. The figure indicates a decline of 9.1% from the year-ago quarter's actual. Here are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time: The Earnings ESP for Robinhood Markets HOOD is +2.39% and it flaunts a Zacks Rank #1 (Strong Buy) at present. The company is expected to report third-quarter 2026 results on Oct. 27. You can see the complete list of today's Zacks #1 Rank stocks here. Over the past seven days, the Zacks Consensus Estimate for HOOD's quarterly earnings has been unchanged at 55 cents per share. BGC Group, Inc. BGC is scheduled to announce quarterly results on Nov. 5. The company currently has an Earnings ESP of +1.49% and a Zacks Rank #2. Quarterly earnings estimates for BGC have been unchanged at 34 cents per share over the past week. 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 Nomura Holdings Inc ADR (NMR) : Free Stock Analysis Report BGC Group, Inc. (BGC) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-22

What Analyst Projections for Key Metrics Reveal About Robinhood Markets (HOOD) Q3 Earnings

Zacks
Wall Street analysts forecast that Robinhood Markets, Inc. (HOOD) will report quarterly earnings of $0.55 per share in its upcoming release, pointing to a year-over-year decline of 9.8%. It is anticipated that revenues will amount to $1.42 billion, exhibiting an increase of 11.4% compared to the year-ago quarter. The consensus EPS estimate for the quarter has undergone an upward revision of 1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. With that in mind, let's delve into the average projections of some Robinhood Markets metrics that are commonly tracked and projected by analysts on Wall Street. According to the collective judgment of analysts, 'Revenues- Other revenues' should come in at $128.79 million. The estimate suggests a change of +46.4% year over year. The combined assessment of analysts suggests that 'Revenues- Net interest revenues' will likely reach $441.02 million. The estimate indicates a change of -3.3% from the prior-year quarter. It is projected by analysts that the 'Revenues- Transaction-based revenues' will reach $847.75 million. The estimate indicates a year-over-year change of +16.1%. The collective assessment of analysts points to an estimated 'Revenues- Transaction-based- Other' of $45.79 million. The estimate points to a change of -36.4% from the year-ago quarter. Analysts' assessment points toward 'Revenues- Net interest revenues- Securities lending, net' reaching $13.18 million. The estimate indicates a change of -84.9% from the prior-year quarter. Analysts predict that the 'Revenues- Net interest revenues- Interest on segregated cash, securities, and deposits' will reach $64.75 m…Read full document

Wall Street analysts forecast that Robinhood Markets, Inc. (HOOD) will report quarterly earnings of $0.55 per share in its upcoming release, pointing to a year-over-year decline of 9.8%. It is anticipated that revenues will amount to $1.42 billion, exhibiting an increase of 11.4% compared to the year-ago quarter. The consensus EPS estimate for the quarter has undergone an upward revision of 1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. With that in mind, let's delve into the average projections of some Robinhood Markets metrics that are commonly tracked and projected by analysts on Wall Street. According to the collective judgment of analysts, 'Revenues- Other revenues' should come in at $128.79 million. The estimate suggests a change of +46.4% year over year. The combined assessment of analysts suggests that 'Revenues- Net interest revenues' will likely reach $441.02 million. The estimate indicates a change of -3.3% from the prior-year quarter. It is projected by analysts that the 'Revenues- Transaction-based revenues' will reach $847.75 million. The estimate indicates a year-over-year change of +16.1%. The collective assessment of analysts points to an estimated 'Revenues- Transaction-based- Other' of $45.79 million. The estimate points to a change of -36.4% from the year-ago quarter. Analysts' assessment points toward 'Revenues- Net interest revenues- Securities lending, net' reaching $13.18 million. The estimate indicates a change of -84.9% from the prior-year quarter. Analysts predict that the 'Revenues- Net interest revenues- Interest on segregated cash, securities, and deposits' will reach $64.75 million. The estimate suggests a change of -37.1% year over year. Analysts expect 'Revenues- Transaction-based- Cryptocurrencies' to come in at $135.64 million. The estimate suggests a change of -49.4% year over year. Based on the collective assessment of analysts, 'Revenues- Transaction-based- Equities' should arrive at $120.34 million. The estimate suggests a change of +39.9% year over year. The consensus among analysts is that 'Revenues- Transaction-based- Options' will reach $364.11 million. The estimate suggests a change of +19.8% year over year. The average prediction of analysts places 'Revenues- Net interest revenues- Margin interest' at $240.20 million. The estimate indicates a change of +57% from the prior-year quarter. The consensus estimate for 'Funded Customers' stands at 28.21 million. The estimate compares to the year-ago value of 26.80 million. Analysts forecast 'Total Platform Assets - Total' to reach $385.68 billion. Compared to the present estimate, the company reported $332.70 billion in the same quarter last year. View all Key Company Metrics for Robinhood Markets here>>> Over the past month, Robinhood Markets shares have recorded returns of -16.9% versus the Zacks S&P 500 composite's no change. Based on its Zacks Rank #1 (Strong Buy), HOOD will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . 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 Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-22

Robinhood Markets' Quarterly Earnings Preview: What You Need to Know

Barchart
Menlo Park, California-based Robinhood Markets, Inc. (HOOD) operates financial services platform, allowing users to invest in stocks, exchange-traded funds (ETFs), and American depository receipts. Valued at $91.6 billion by market cap, the company offers fractional trading, recurring investments, access to investing on margin, fully-paid securities lending, cash sweep, instant withdrawals, retirement program, around-the-clock trading, joint investing accounts, event contracts, future contract services, and short selling. The global leader in financial services is expected to announce its fiscal third-quarter earnings for 2026 after the market closes on Tuesday, Oct. 27. Ahead of the event, analysts expect Robinhood Markets to report a profit of $0.55 per share on a diluted basis, down 9.8% from $0.61 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. - 'No Question Tesla's Going to Merge With SpaceX' — Kevin O'Leary Says If You Own Tesla Stock, You'll Own the New Company After Flying Roadster Demo - Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I'd Bet on These 2 Mid-Cap Stocks Instead. - AST SpaceMobile Stock Gets a New Catalyst. Wall Street Sees 93% Upside. - Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the full year, analysts expect Robinhood Markets to report EPS of $2.19, up 6.8% from $2.05 in fiscal 2025. Its EPS is expected to rise 37.4% year over year to $3.01 in fiscal 2027. HOOD stock has underperformed the S&P 500 Index's ($SPX) 15.2% gains over the past 52 weeks, with shares down 20.8% during this period. Similarly, it underperformed the State Street Financial Select Sector SPDR ETF's (XLF) 7.3% gains over the same time frame. HOOD has underperformed as volatile crypto trading weighed on transaction revenue and amplified sensitivity to retail sentiment. Rising competition in both crypto and brokerage, coupled with regulatory overhang around digital assets, tokenized securities and event contracts, plus concerns over valuation, softer core trading activity and compliance risks, have pressured the stock. Analysts' consensus opinion on HOOD stock is bullish, with a "Strong Buy" rating overall. Out of 30 analysts covering the stock, 22 advise a "Stro…Read full document

Menlo Park, California-based Robinhood Markets, Inc. (HOOD) operates financial services platform, allowing users to invest in stocks, exchange-traded funds (ETFs), and American depository receipts. Valued at $91.6 billion by market cap, the company offers fractional trading, recurring investments, access to investing on margin, fully-paid securities lending, cash sweep, instant withdrawals, retirement program, around-the-clock trading, joint investing accounts, event contracts, future contract services, and short selling. The global leader in financial services is expected to announce its fiscal third-quarter earnings for 2026 after the market closes on Tuesday, Oct. 27. Ahead of the event, analysts expect Robinhood Markets to report a profit of $0.55 per share on a diluted basis, down 9.8% from $0.61 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. - 'No Question Tesla's Going to Merge With SpaceX' — Kevin O'Leary Says If You Own Tesla Stock, You'll Own the New Company After Flying Roadster Demo - Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I'd Bet on These 2 Mid-Cap Stocks Instead. - AST SpaceMobile Stock Gets a New Catalyst. Wall Street Sees 93% Upside. - Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the full year, analysts expect Robinhood Markets to report EPS of $2.19, up 6.8% from $2.05 in fiscal 2025. Its EPS is expected to rise 37.4% year over year to $3.01 in fiscal 2027. HOOD stock has underperformed the S&P 500 Index's ($SPX) 15.2% gains over the past 52 weeks, with shares down 20.8% during this period. Similarly, it underperformed the State Street Financial Select Sector SPDR ETF's (XLF) 7.3% gains over the same time frame. HOOD has underperformed as volatile crypto trading weighed on transaction revenue and amplified sensitivity to retail sentiment. Rising competition in both crypto and brokerage, coupled with regulatory overhang around digital assets, tokenized securities and event contracts, plus concerns over valuation, softer core trading activity and compliance risks, have pressured the stock. Analysts' consensus opinion on HOOD stock is bullish, with a "Strong Buy" rating overall. Out of 30 analysts covering the stock, 22 advise a "Strong Buy" rating, three suggest a "Moderate Buy," four give a "Hold," and one recommends a "Strong Sell." HOOD's average analyst price target is $135.97, indicating a notable potential upside of 39% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Related articleQuarter not tagged2026-10-22

Robinhood’s Crypto Revenue Fell 38% Last Quarter. Can It Bounce Back in Q3?

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- Robinhood's crypto revenue fell 38% to $100 million in Q2 2026, its third straight quarterly decline, even as event contracts and equities surged. - August crypto trading volume surged 61% to $17.5 billion, with late-September volumes running 25% above August averages, signaling a potential Q3 rebound. - Analysts set a $135 average price target, which is roughly 38% above current levels, yet Robinhood shares have fallen after each of its last four earnings reports. - It sounds nuts, but SoFi is giving new Active Invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor) In Q2 2026, Robinhood's (NASDAQ:HOOD) crypto revenue fell 38% year over year to $100 million. This marks the company's third consecutive quarter of decline. Robinhood is projected to release its third-quarter results after the market closes on October 27, though the exact date is not yet confirmed. Despite the downturn, crypto trading activity picked up in August and September. Did this increase help reverse the decline in Robinhood's crypto revenue? Crypto revenue accounted for just 7.6% of Robinhood's $1.31 billion in total revenue in Q2. A year prior, crypto played a much larger role in the company's earnings. In Q3 2025, crypto revenue soared over 300% to $268 million, accounting for 21% of total sales. Robinhood's crypto revenue depends on trading activity and cryptocurrency prices, as the company primarily earns from customer trades. After the crypto boom peaked, crypto revenue fell to $221 million in Q4 2025, $134 million in Q1, and $100 million in Q2. However, other business segments continued to expand. In Q2, revenue from equities surged by 95%, and event contracts—financial products tied to specific events—generated $156 million, surpassing the company's crypto earnings for the same quarter. ------ SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor) ------ Analysts are optimistic about Q3, predicting earnings per share (EPS) of $0.54, up from $0.46 three months ago. They anticipate total revenue to reach around $1.41 billion. Metric | Consensus | Year Ago | YoY Change Q3 2026 EPS | $0.54 | $0.61 | Down 11.0% Q3 2026 Revenue | $1…Read full document

- Robinhood's crypto revenue fell 38% to $100 million in Q2 2026, its third straight quarterly decline, even as event contracts and equities surged. - August crypto trading volume surged 61% to $17.5 billion, with late-September volumes running 25% above August averages, signaling a potential Q3 rebound. - Analysts set a $135 average price target, which is roughly 38% above current levels, yet Robinhood shares have fallen after each of its last four earnings reports. - It sounds nuts, but SoFi is giving new Active Invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor) In Q2 2026, Robinhood's (NASDAQ:HOOD) crypto revenue fell 38% year over year to $100 million. This marks the company's third consecutive quarter of decline. Robinhood is projected to release its third-quarter results after the market closes on October 27, though the exact date is not yet confirmed. Despite the downturn, crypto trading activity picked up in August and September. Did this increase help reverse the decline in Robinhood's crypto revenue? Crypto revenue accounted for just 7.6% of Robinhood's $1.31 billion in total revenue in Q2. A year prior, crypto played a much larger role in the company's earnings. In Q3 2025, crypto revenue soared over 300% to $268 million, accounting for 21% of total sales. Robinhood's crypto revenue depends on trading activity and cryptocurrency prices, as the company primarily earns from customer trades. After the crypto boom peaked, crypto revenue fell to $221 million in Q4 2025, $134 million in Q1, and $100 million in Q2. However, other business segments continued to expand. In Q2, revenue from equities surged by 95%, and event contracts—financial products tied to specific events—generated $156 million, surpassing the company's crypto earnings for the same quarter. ------ SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor) ------ Analysts are optimistic about Q3, predicting earnings per share (EPS) of $0.54, up from $0.46 three months ago. They anticipate total revenue to reach around $1.41 billion. Metric | Consensus | Year Ago | YoY Change Q3 2026 EPS | $0.54 | $0.61 | Down 11.0% Q3 2026 Revenue | $1.41 billion | $1.27 billion | Up 11.0% FY2026 EPS | $2.15 | $2.05 | Up 4.9% FY2026 Revenue | $5.28 billion | $4.47 billion | Up 18.1% Of the 29 analysts covering the stock, 6 recommend a strong buy, 18 a buy, 3 a hold, 1 a sell, and 1 a strong sell. Their average price target of $135 is roughly 38% above the stock's premarket price. Even with this optimism, Robinhood's shares have struggled. The stock is trading around $98 premarket, down 4.1%, and has lost 20.7% over the past month amid a broader tech sell-off. Additionally, CEO Vlad Tenev sold approximately $72.8 million in stock on September 22 and October 5. However, these sales followed a scheduled Rule 10b5-1 trading plan established on September 5, 2025, as indicated in his Form 4 filings. During the July 29 earnings call, management expressed caution about the crypto segment. Chief Financial Officer Shiv Verma noted that crypto was "probably a little slower than Q2 so far," while trading volumes in equities, options, and event contracts remained steady compared to Q2. However, crypto trading rebounded as the quarter progressed. August saw crypto trading volume rise 61% to $17.5 billion, with late-September trading running 25% above the August average. Analysts at BTIG reported that September's figures point to a generally strong Q3. That said, even a strong finish may not turn the tide significantly. Robinhood hasn't released complete crypto trading volume for the quarter yet, making a direct comparison with Q2 difficult. Moreover, while Bitcoin (CRYPTO:BTC) has gained 31.4% over the past 90 days, it still trades 21.8% below its price a year ago, making last year's $268 million in crypto revenue a high bar to clear. Another focal point will be event contracts. Rothera, Robinhood's exchange for event contracts, has quickly become one of the top three U.S.-designated contract markets, federally regulated exchanges for futures and event contracts. Additionally, the launch of Trump Accounts—investment accounts for children—on July 4 has attracted over 7 million sign-ups and nearly $1.5 billion in deposits. The Q3 report will likely show how much these accounts contribute to Robinhood's new-customer deposits. Competitors are also chasing Robinhood's customers. For instance, Interactive Brokers lets clients stake Ethereum directly on its platform. Given the strong trading volumes in August and September, Robinhood's crypto revenue could exceed Q2's $100 million. However, surpassing last year's $268 million figure seems unlikely while Bitcoin remains over 21% below its value from a year ago. Since crypto accounted for only 7.6% of total sales in Q2, performance in options, equities, event contracts, and interest income may better reflect the quarter's overall results. Ultimately, even if crypto revenue rebounds, it may not significantly affect the stock price. Historically, Robinhood shares have fallen on earnings day after each of the last four reports, even though three of those reports beat estimates. Thus, a successful Q3 might not drive gains unless management provides positive updates on October trading activity, a crucial month when Bitcoin began to show volatility. Looking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion; open a new Active Invest account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock. From $0 commission trading3 to fractional shares4 and automated investing, this app is designed to simplify investing for everyone, whether you're just starting or already experienced. Its easy to sign up and secure your bonus. (Sponsor) Contact [email protected] for any questions or corrections.

Related articleQuarter not tagged2026-10-21

Stifel Financial (SF) Q3 Earnings Beat Estimates

Zacks
Stifel Financial (SF) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.10%. A quarter ago, it was expected that this brokerage and investment banking firm would post earnings of $1.35 per share when it actually produced earnings of $1.42, delivering a surprise of +5.19%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Stifel, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $1.43 billion for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.59%. This compares to year-ago revenues of $1.43 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Stifel shares have lost about 20% since the beginning of the year versus the S&P 500's gain of 12.7%. While Stifel has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Stifel was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank…Read full document

Stifel Financial (SF) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.10%. A quarter ago, it was expected that this brokerage and investment banking firm would post earnings of $1.35 per share when it actually produced earnings of $1.42, delivering a surprise of +5.19%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Stifel, which belongs to the Zacks Financial - Investment Bank industry, posted revenues of $1.43 billion for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.59%. This compares to year-ago revenues of $1.43 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Stifel shares have lost about 20% since the beginning of the year versus the S&P 500's gain of 12.7%. While Stifel has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Stifel was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.93 on $1.55 billion in revenues for the coming quarter and $6.17 on $5.96 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Bank is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Robinhood Markets, Inc. (HOOD), is yet to report results for the quarter ended September 2026. The results are expected to be released on October 27. This company is expected to post quarterly earnings of $0.55 per share in its upcoming report, which represents a year-over-year change of -9.8%. The consensus EPS estimate for the quarter has been revised 1% higher over the last 30 days to the current level. Robinhood Markets, Inc.'s revenues are expected to be $1.42 billion, up 11.4% from the year-ago quarter. 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 Stifel Financial Corporation (SF) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-21

Raymond James Financial, Inc. (RJF) Reports Next Week: Wall Street Expects Earnings Growth

Zacks
Wall Street expects a year-over-year increase in earnings on higher revenues when Raymond James Financial, Inc. (RJF) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly earnings of $3.28 per share in its upcoming report, which represents a year-over-year change of +5.5%. Revenues are expected to be $4.19 billion, up 12.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.75% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is sign…Read full document

Wall Street expects a year-over-year increase in earnings on higher revenues when Raymond James Financial, Inc. (RJF) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly earnings of $3.28 per share in its upcoming report, which represents a year-over-year change of +5.5%. Revenues are expected to be $4.19 billion, up 12.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.75% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Raymond James Financial, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.82%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination makes it difficult to conclusively predict that Raymond James Financial will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Raymond James Financial would post earnings of $2.91 per share when it actually produced earnings of $3.14, delivering a surprise of +7.90%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Raymond James Financial doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Financial - Investment Bank industry, Robinhood Markets, Inc. (HOOD), is soon expected to post earnings of $0.55 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -9.8%. Revenues for the quarter are expected to be $1.42 billion, up 11.4% from the year-ago quarter. The consensus EPS estimate for Robinhood Markets has been revised 1% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +2.39%. This Earnings ESP, combined with its Zacks Rank #1 (Strong Buy), suggests that Robinhood Markets will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. 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 Raymond James Financial, Inc. (RJF) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-20

Synchrony Q3 Earnings Beat Estimates on Improved Purchase Volume

Zacks
Synchrony Financial SYF reported third-quarter 2026 adjusted earnings per share (EPS) of $2.68, which surpassed the Zacks Consensus Estimate by 8.1%. However, the bottom line decreased 6.3% year over year. Net interest income increased 1.9% year over year to $4.8 billion but missed the consensus estimate by 0.6%. The growth was driven by higher average loan receivables and lower funding costs. The quarterly earnings were aided by strong purchase volume and improved credit performance. However, higher operating expenses and an increase in the provision for credit losses partly offset these positives. Synchrony Financial price-consensus-eps-surprise-chart | Synchrony Financial Quote Retailer share arrangements (RSA) of Synchrony advanced 7% year over year to $1.1 billion in the third quarter. Total loan receivables were $103.3 billion, up 3.2% year over year. The figure missed the Zacks Consensus Estimate of $103.5 billion as well as our estimate of $104 billion. Total deposits increased 3.8% year over year to $83 billion but missed our estimate of $83.9 billion. Provision for credit losses increased 10.5% year over year to $1.3 billion, primarily due to a reserve build of $30 million compared with a $152 million release in the prior-year quarter, partially offset by lower net charge-offs. However, the reported figure came in below our estimate of $1.5 billion. Synchrony's purchase volume rose 8% year over year to $49.7 billion, supported by broad-based spending growth across credit cohorts and generations. The figure beat the consensus estimate of $49.2 billion and our estimate of $48.5 billion. Interest and fees on loans increased 1.5% year over year to $5.6 billion. The increase was driven by higher average loan receivables. Net interest margin contracted 12 basis points year over year to 15.5% but came in line with the Zacks Consensus Estimate. Average active accounts remained flat year over year to 68.3 million, missing the Zacks Consensus Estimate of 68.8 million and our estimate of 68.9 million. Total other expenses increased 9.9% year over year to $1.4 billion, above our estimate of $1.3 billion. The efficiency ratio deteriorated 330 basis points year over year to 35.9%, which outpaced the Zacks Consensus Estimate of 34.03%. Home & Auto period-end loan receivables increased 2% year over year in the third quarter. Purchase volume rose 9.1% year over yea…Read full document

Synchrony Financial SYF reported third-quarter 2026 adjusted earnings per share (EPS) of $2.68, which surpassed the Zacks Consensus Estimate by 8.1%. However, the bottom line decreased 6.3% year over year. Net interest income increased 1.9% year over year to $4.8 billion but missed the consensus estimate by 0.6%. The growth was driven by higher average loan receivables and lower funding costs. The quarterly earnings were aided by strong purchase volume and improved credit performance. However, higher operating expenses and an increase in the provision for credit losses partly offset these positives. Synchrony Financial price-consensus-eps-surprise-chart | Synchrony Financial Quote Retailer share arrangements (RSA) of Synchrony advanced 7% year over year to $1.1 billion in the third quarter. Total loan receivables were $103.3 billion, up 3.2% year over year. The figure missed the Zacks Consensus Estimate of $103.5 billion as well as our estimate of $104 billion. Total deposits increased 3.8% year over year to $83 billion but missed our estimate of $83.9 billion. Provision for credit losses increased 10.5% year over year to $1.3 billion, primarily due to a reserve build of $30 million compared with a $152 million release in the prior-year quarter, partially offset by lower net charge-offs. However, the reported figure came in below our estimate of $1.5 billion. Synchrony's purchase volume rose 8% year over year to $49.7 billion, supported by broad-based spending growth across credit cohorts and generations. The figure beat the consensus estimate of $49.2 billion and our estimate of $48.5 billion. Interest and fees on loans increased 1.5% year over year to $5.6 billion. The increase was driven by higher average loan receivables. Net interest margin contracted 12 basis points year over year to 15.5% but came in line with the Zacks Consensus Estimate. Average active accounts remained flat year over year to 68.3 million, missing the Zacks Consensus Estimate of 68.8 million and our estimate of 68.9 million. Total other expenses increased 9.9% year over year to $1.4 billion, above our estimate of $1.3 billion. The efficiency ratio deteriorated 330 basis points year over year to 35.9%, which outpaced the Zacks Consensus Estimate of 34.03%. Home & Auto period-end loan receivables increased 2% year over year in the third quarter. Purchase volume rose 9.1% year over year, supported by new programs, select furniture retailers and higher gas prices. Interest and fees on loans rose 0.8% year over year. Digital period-end loan receivables advanced 3.1% year over year. Purchase volume increased 4.8%, driven by strong customer engagement across diversified partners. Interest and fees on loans rose 1.4% year over year. Diversified & Value period-end loan receivables increased 8.5% year over year. Purchase volume increased 12.8%, driven by partner expansion and higher gas prices. Interest and fees on loans increased 3.9% year over year. Health & Wellness period-end loan receivables increased 0.8% year over year. Purchase volume increased 2.7% year over year, supported by growth in Pet, partly offset by lower Audiology and Cosmetic spending. Interest and fees on loans advanced 1.6% year over year. Lifestyle period-end loan receivables decreased 0.6% year over year in the third quarter. Purchase volume rose 5.8%, reflecting new program growth and higher spending in Other Apparel and Goods and Luxury. Interest and fees on loans remained flat year over year at $264 million. Synchrony exited the third quarter with cash and equivalents of $15.9 billion, which increased from the 2025-end level of $15 billion. Total assets of $122.5 billion increased from the 2025-end figure of $119.1 billion. SYF had total liquid assets of $19.5 billion, accounting for 15.9% of its total assets. Total borrowings were $17 billion, up from $15.2 billion as of Dec. 31, 2025. Total equity of $16.6 billion decreased from the 2025-end figure of $16.8 billion. Return on assets declined 70 basis points to 2.9%. Return on equity was 21%, which decreased 410 bps year over year. Synchrony returned $1.2 billion to its shareholders, comprising $1.1 billion in share repurchases and $110 million in common stock dividends. The remaining share repurchases authorization stood at approximately $4.6 billion as of Sept. 30, 2026. Synchrony continues to anticipate mid-single-digit growth in period-end loan receivables. Strong purchase volume growth is expected to continue throughout 2026. The payment rate is expected to remain high. The company now expects full-year 2026 earnings of approximately $9.50 per share, compared with the previously guided range of $9.25-$9.50. RSA, as a percentage of average loan receivables, is increasing, reflecting strong program performance and is expected to remain within the 4-4.5% target range. SYF currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Finance space are American Integrity Insurance Group, Inc. AII, Mercury General Corporation MCY and Robinhood Markets, Inc. HOOD, each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for American Integrity Insurance's current-quarter earnings of 49 cents per share has remained stable over the past seven days. AII beat earnings estimates in each of the trailing four quarters, with the average surprise being 46.6%. The consensus estimate for current-quarter revenues is pegged at $105.4 million, implying 70.1% year-over-year growth. The Zacks Consensus Estimate for Mercury General's current-quarter earnings of $3.35 per share has remained stable over the past 60 days. MCY beat earnings estimates in each of the trailing four quarters, with the average surprise being 70.2%. The consensus estimate for current-quarter revenues is pegged at $1.6 billion, calling for 8.8% year-over-year growth. The Zacks Consensus Estimate for Robinhood Markets' current-quarter earnings is pegged at 55 cents per share and has witnessed four upward revisions in the past 30 days against one movement in the opposite direction. HOOD beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 15.1%. The consensus estimate for current-quarter revenues is pegged at $1.4 billion, calling for 11.4% year-over-year growth. 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 Synchrony Financial (SYF) : Free Stock Analysis Report Mercury General Corporation (MCY) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report American Integrity Insurance Group, Inc. (AII) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-20

MSCI Q3 Earnings Surpass Estimates, Revenues Increase Year over Year

Zacks
MSCI MSCI reported third-quarter 2026 adjusted earnings of $5.11 per share, up 14.3% year over year. The figure surpassed the Zacks Consensus Estimate by 2.61%. Revenues rose 12.4% year over year to $892 million, beating the consensus mark by 1.30%. Higher recurring subscription revenue and asset-based fees drove growth. The retention rate improved to 95% from 94.7%, while period-end assets under management (AUM) in ETFs linked to MSCI equity indexes reached $2.905 trillion. Recurring subscription revenues increased 7.7% year over year to $623.6 million, supported by growth across client segments. Asset-based fees surged 24.9% year over year to $246.6 million, benefiting from higher AUM in ETFs and non-ETF indexed funds linked to MSCI indexes. Non-recurring revenues increased 29.8% year over year to $21.8 million. Organic operating revenue growth was 12.3%. Total run rate, representing the annualized value of recurring contracts, reached $3.572 billion, up 12.1% year over year. MSCI Inc price-consensus-eps-surprise-chart | MSCI Inc Quote Index revenues of $532.6 million increased 18.1% year over year. Recurring subscriptions rose 11.1%, while non-recurring revenues jumped 48.6%. Organic operating revenue growth was 18%. The segment's adjusted EBITDA increased 17.8% year over year to $412.4 million, while its margin contracted to 77.4% from 77.6%. Index run rate reached $2.083 billion, up 16.5%, supported by market-cap-weighted and custom index products. Analytics operating revenues increased 4.8% year over year to $191 million, aided by growth in Equity Analytics and Multi-Asset Class products. Recurring subscription revenues rose 5.5%, while non-recurring revenues declined 25.6% year over year. Adjusted EBITDA decreased 4.9% to $85.7 million, and the margin contracted to 44.9% from 49.4%. Sustainability and Climate revenues rose 4% year over year to $93.7 million. Adjusted EBITDA rose 10.1% year over year to $38.2 million, and the margin expanded to 40.8% from 38.6%. Organic revenue growth was 2.2%, reflecting acquisition contributions and underlying demand for Climate products. All Other - Private Assets revenues increased 6.7% to $74.7 million. However, adjusted EBITDA fell 4.6% to $18.5 million, and the margin contracted to 24.8% from 27.6%. New recurring subscription sales increased 25.3% year over year to $85.8 million. Subscription cancellations…Read full document

MSCI MSCI reported third-quarter 2026 adjusted earnings of $5.11 per share, up 14.3% year over year. The figure surpassed the Zacks Consensus Estimate by 2.61%. Revenues rose 12.4% year over year to $892 million, beating the consensus mark by 1.30%. Higher recurring subscription revenue and asset-based fees drove growth. The retention rate improved to 95% from 94.7%, while period-end assets under management (AUM) in ETFs linked to MSCI equity indexes reached $2.905 trillion. Recurring subscription revenues increased 7.7% year over year to $623.6 million, supported by growth across client segments. Asset-based fees surged 24.9% year over year to $246.6 million, benefiting from higher AUM in ETFs and non-ETF indexed funds linked to MSCI indexes. Non-recurring revenues increased 29.8% year over year to $21.8 million. Organic operating revenue growth was 12.3%. Total run rate, representing the annualized value of recurring contracts, reached $3.572 billion, up 12.1% year over year. MSCI Inc price-consensus-eps-surprise-chart | MSCI Inc Quote Index revenues of $532.6 million increased 18.1% year over year. Recurring subscriptions rose 11.1%, while non-recurring revenues jumped 48.6%. Organic operating revenue growth was 18%. The segment's adjusted EBITDA increased 17.8% year over year to $412.4 million, while its margin contracted to 77.4% from 77.6%. Index run rate reached $2.083 billion, up 16.5%, supported by market-cap-weighted and custom index products. Analytics operating revenues increased 4.8% year over year to $191 million, aided by growth in Equity Analytics and Multi-Asset Class products. Recurring subscription revenues rose 5.5%, while non-recurring revenues declined 25.6% year over year. Adjusted EBITDA decreased 4.9% to $85.7 million, and the margin contracted to 44.9% from 49.4%. Sustainability and Climate revenues rose 4% year over year to $93.7 million. Adjusted EBITDA rose 10.1% year over year to $38.2 million, and the margin expanded to 40.8% from 38.6%. Organic revenue growth was 2.2%, reflecting acquisition contributions and underlying demand for Climate products. All Other - Private Assets revenues increased 6.7% to $74.7 million. However, adjusted EBITDA fell 4.6% to $18.5 million, and the margin contracted to 24.8% from 27.6%. New recurring subscription sales increased 25.3% year over year to $85.8 million. Subscription cancellations rose 4.4% to $31 million. Consequently, net new recurring subscription sales surged 41.2% to $54.8 million. Total net sales advanced 35% to $76.4 million. Index net new recurring subscription sales increased 40.5% to $27.4 million. Analytics and All Other - Private Assets recorded growth of 63.6% and 67.3%, respectively. However, Sustainability and Climate reported negative net new recurring subscription sales of $1.1 million against positive sales of $2 million a year ago, reflecting increased cancellations. Total operating expenses increased 12.8% year over year to $389.9 million. Adjusted EBITDA advanced 12.2% to $554.8 million. The adjusted EBITDA margin narrowed 10 basis points to 62.2%, reflecting expenses rising slightly faster than revenues. Operating income increased 12.2% to $502.1 million. The operating margin contracted 10 basis points to 56.3%. As of Sept. 30, 2026, cash and cash equivalents were $261 million, while total principal debt stood at $6.8 billion. The debt-to-adjusted EBITDA ratio was 3.2 times. Net cash provided by operating activities declined 3% year over year to $436.1 million, primarily reflecting higher interest payments. Free cash flow fell 8.9% to $385.4 million. MSCI repurchased $552.3 million of shares during the quarter and paid approximately $147.5 million in dividends. The company also declared a fourth-quarter dividend of $2.05 per share. MSCI expects full-year operating expense outlook in the range of $1.535-$1.575 billion and adjusted EBITDA expense guidance to be between $1.340 and $1.370 billion. Capital expenditures are expected to be between $160 million and $170 million. The company continues to anticipate operating cash flow of $1.655-$1.705 billion and free cash flow of $1.485-$1.545 billion. However, interest expense guidance increased to $288-$291 million from $282-$286 million, while the expected effective tax rate narrowed to 18-19.5% from 18-20%. MSCI currently carries a Zacks Rank #3 (Hold). Robinhood Markets HOOD, First Busey BUSE, and S&T Bancorp STBA are some better-ranked stocks that investors can consider in the Finance sector. While HOOD sports a Zacks Rank #1 (Strong Buy), BUSE and STBA carry a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Robinhood Markets shares have plunged 14.7% in the year-to-date period. Robinhood Markets is likely to report its third-quarter 2026 results on Oct. 27, 2026. First Busey shares have gained 23.3% in the year-to-date period. First Busey is set to report its third-quarter 2026 results on Oct. 27, 2026. S&T Bancorp shares have gained 23.2% in the year-to-date period. S&T Bancorp is likely to report its third-quarter 2026 results on Oct. 22, 2026. 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 MSCI Inc (MSCI) : Free Stock Analysis Report S&T Bancorp, Inc. (STBA) : Free Stock Analysis Report First Busey Corporation (BUSE) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-20

Robinhood Markets, Inc. (HOOD) Expected to Beat Earnings Estimates: Should You Buy?

Zacks
Robinhood Markets, Inc. (HOOD) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly earnings of $0.55 per share in its upcoming report, which represents a year-over-year change of -9.8%. Revenues are expected to be $1.42 billion, up 11.4% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.95% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant f…Read full document

Robinhood Markets, Inc. (HOOD) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This company is expected to post quarterly earnings of $0.55 per share in its upcoming report, which represents a year-over-year change of -9.8%. Revenues are expected to be $1.42 billion, up 11.4% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.95% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Robinhood Markets, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +2.39%. On the other hand, the stock currently carries a Zacks Rank of #1. So, this combination indicates that Robinhood Markets will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Robinhood Markets would post earnings of $0.44 per share when it actually produced earnings of $0.62, delivering a surprise of +40.91%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Robinhood Markets appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. 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 Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Related articleQuarter not tagged2026-10-16

IBKR Q3 Earnings Match Estimates on Higher Revenues, Dividend Hiked

Zacks
Interactive Brokers Group IBKR third-quarter 2026 adjusted earnings per share were 67 cents, matching the Zacks Consensus Estimate. The bottom line rose 17.5% from the prior-year quarter. Results primarily benefited from higher net interest income, growth in commission revenues, an increase in customer accounts and higher daily average revenue trades (DARTs). However, rising expenses partially offset the gains. After considering non-recurring items, net income available to common stockholders (GAAP basis) was $314 million, up from $263 million in the prior-year quarter. Interactive Brokers reported comprehensive income available to common shareholders of $302 million, or 67 cents per share, compared with $253 million, or 57 cents per share in the prior-year quarter. Adjusted net revenues were $1.87 billion, up 16.3% year over year. The top line beat the Zacks Consensus Estimate of $1.84 billion. Total GAAP net revenues were $1.91 billion, up 15.7%. Net interest income grew 19.3% year over year to $1.15 billion, primarily driven by higher average customer margin loans and customer credit balances. Commission revenues rose 12.1% to $602 million, supported by an 18.2% increase in DARTs and higher regulatory fees passed through to customers. Other fees and services increased 33.3% year over year to $88 million, led by higher risk exposure fees, payments for order flow from exchange-mandated programs and market data fees. Total non-interest expenses rose 21.9% to $418 million. This was primarily due to higher execution, clearing and distribution fees, general and administrative expenses, employee compensation and benefits, occupancy, depreciation and amortization. Income before income taxes rose 14.0% year over year to $1.5 billion. Adjusted pretax profit margin fell to 78% from 79% in the year-ago quarter. During the reported quarter, total customer DARTs increased 18.2% year over year to 4.27 million. Customer accounts grew 35.1% to 5.58 million, while customer equity increased 27.3% to $964.7 billion. As of Sept. 30, 2026, total assets were $243.2 billion compared with $203.2 billion as of Dec. 31, 2025. Total equity increased to $23.3 billion from $20.5 billion over the same period. Cash and cash equivalents totaled $5.9 billion as of Sept. 30, 2026, compared with $5 billion at year-end 2025. Cash and securities segregated for regulatory purposes amounted to…Read full document

Interactive Brokers Group IBKR third-quarter 2026 adjusted earnings per share were 67 cents, matching the Zacks Consensus Estimate. The bottom line rose 17.5% from the prior-year quarter. Results primarily benefited from higher net interest income, growth in commission revenues, an increase in customer accounts and higher daily average revenue trades (DARTs). However, rising expenses partially offset the gains. After considering non-recurring items, net income available to common stockholders (GAAP basis) was $314 million, up from $263 million in the prior-year quarter. Interactive Brokers reported comprehensive income available to common shareholders of $302 million, or 67 cents per share, compared with $253 million, or 57 cents per share in the prior-year quarter. Adjusted net revenues were $1.87 billion, up 16.3% year over year. The top line beat the Zacks Consensus Estimate of $1.84 billion. Total GAAP net revenues were $1.91 billion, up 15.7%. Net interest income grew 19.3% year over year to $1.15 billion, primarily driven by higher average customer margin loans and customer credit balances. Commission revenues rose 12.1% to $602 million, supported by an 18.2% increase in DARTs and higher regulatory fees passed through to customers. Other fees and services increased 33.3% year over year to $88 million, led by higher risk exposure fees, payments for order flow from exchange-mandated programs and market data fees. Total non-interest expenses rose 21.9% to $418 million. This was primarily due to higher execution, clearing and distribution fees, general and administrative expenses, employee compensation and benefits, occupancy, depreciation and amortization. Income before income taxes rose 14.0% year over year to $1.5 billion. Adjusted pretax profit margin fell to 78% from 79% in the year-ago quarter. During the reported quarter, total customer DARTs increased 18.2% year over year to 4.27 million. Customer accounts grew 35.1% to 5.58 million, while customer equity increased 27.3% to $964.7 billion. As of Sept. 30, 2026, total assets were $243.2 billion compared with $203.2 billion as of Dec. 31, 2025. Total equity increased to $23.3 billion from $20.5 billion over the same period. Cash and cash equivalents totaled $5.9 billion as of Sept. 30, 2026, compared with $5 billion at year-end 2025. Cash and securities segregated for regulatory purposes amounted to $97.1 billion, up from $76.9 billion as of Dec. 31, 2025. Concurrent with the earnings release, the company's board of directors announced a quarterly cash dividend of 15 cents per share, marking a 71.4% increase from the prior payout. The dividend will be paid out on Dec. 14, 2026, to shareholders of record as of Dec. 1, 2026. Interactive Brokers' focus on proprietary technology, automation, product expansion and its global customer base continues to support growth. Strong customer account additions, higher customer equity and rising margin loans provide opportunities to expand commission and interest income. The latest dividend increase also reflects the company's capital distribution initiatives. However, higher operating expenses and fluctuations associated with its currency diversification strategy remain key risks. Interactive Brokers Group, Inc. price-consensus-eps-surprise-chart | Interactive Brokers Group, Inc. Quote Currently, Interactive Brokers sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Here are some of IBKR's peers, which are yet to come out with quarterly numbers. Robinhood Markets HOOD is slated to announce its third-quarter 2026 results on Oct. 27. In the past week, the Zacks Consensus Estimate for Robinhood's quarterly earnings has moved higher to 56 cents. The figure suggests an 8.2% decline from the prior-year quarter reported number. Tradeweb Markets TW is slated to announce third-quarter 2026 results on Oct. 29. In the past seven days, the Zacks Consensus Estimate for TW's quarterly earnings has been revised upward to $1.01 per share. The figure indicates a 16.1% rise from the prior-year reported number. 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 Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report Tradeweb Markets Inc. (TW) : Free Stock Analysis Report Robinhood Markets, Inc. (HOOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

As of 2026-10-24 • Updated weeklySource: Earnings sourceIngestion runbook