Wall Street’s consensus EPS estimate for Citizens Financial is $0.97, way above last year’s EPS of $0.03. Revenue is forecast down slightly to $1.65 billion in the quarter.

Shares currently trade at 11.6 times expected 2021 EPS, 11 times estimated 2022 earnings and 11.1 times estimated 2023 earnings. The stock’s 52-week range is $17.15 to $47.56, and Citizens pays an annual dividend of $1.56 (yield of 3.48%).

Morgan Stanley

Morgan Stanley (NYSE: MS) is the largest (by market cap) of the financial sector’s capital markets companies. Over the past 12 months, the bank’s shares have appreciated by 112%, with about 20% of the gain coming since January. Morgan Stanley can expect improvement in its trading revenue thanks to volatile markets, and it is likely to have had solid underwriting fee revenue as well. Lending was soft, as it has been for nearly all banks for the past few quarters.

Seventeen of 27 analysts rate the stock a Buy or Strong Buy, while nine rate the shares a hold and one has a Sell rating. The consensus price target on the stock is $89.00, and shares traded Wednesday at around $81.85, implying upside potential of 8.7%. At the high target of $112, the potential gain is nearly 39%.

For the first quarter, analysts expect EPS of $1.70, an improvement of 65% compared with the same quarter last year. Revenue is forecast to rise 48.5% to $14.09 billion.

The stock currently trades at around 13.4 times expected 2021 EPS, 12.3 times estimated 2022 EPS and 10.7 times estimated 2023 earnings. The stock has traded in a 52-week range of $35.53 to $86.64, and the bank pays an annual dividend of $1.40 (yield of 1.76%).

State Street

State Street Corp. (NYSE: STT), like BNY, provides investment services, including exchange-traded funds under the SPDR brand. Over the past 12 months, the stock has added 51%, and the year-to-date gain has been just over 21%. Just last week, the bank said it had agreed to team up with Pure Digital, a tech startup that has its eye on becoming the main trading platform for bitcoin among institutional investors. With investors apparently willing to pay around $365 a share for cryptocurrency exchange Coinbase stock on its first trading day, State Street sees the writing on the wall.

Thirteen of 20 analysts covering the stock rate it at Hold, and the others rate it a Buy or Strong Buy. The consensus price target on the stock is $94.06, and shares traded Wednesday at around $87.20, implying an upside of around 7.9%. At the high target of $105, the upside potential is more than 20%.

Analysts are looking for the firm to post EPS of $1.35, a drop of 19% from last year’s first quarter. Revenue is forecast to dip by 6.2% to $2.87 billion.

State Street’s stock currently trades at about 12.6 times expected 2021 EPS, 10.9 times estimated 2022 earnings and 9.2 times estimated 2023 earnings. The 52-week trading range is $51.21 to $87.89. The asset manager pays an annual dividend of $2.04 (yield of 2.43%).

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