U.S. banking giant JPMorgan Chase (JPM) is set to release its third-quarter 2025 financials tomorrow, October 14, before the market opens. The stock has gained about 28% year-to-date, lifted by strong earnings growth driven by higher interest income, as elevated rates boosted profits from lending. Its trading and investment banking divisions have also shown resilience, helped by an uptick in market activity and new deal flow. Wall Street analysts expect the company to report earnings per share of $4.85, representing an 11% increase year-over-year.
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Meanwhile, revenues are expected to decrease by 34% from the year-ago quarter to $45.47 billion, according to data from the TipRanks Forecast page. It’s important to note that JPM has an impressive track record with earnings, having exceeded EPS estimates in eight out of the past nine consecutive quarters.
Recent Event Ahead of Q3 Print
Recently, JPMorgan has promoted Conor Hillery and Matthieu Wiltz to co-lead its business across the expansive Europe, Middle East, and Africa (EMEA) region. This leadership change is a key part of the banking giant’s strategy to boost revenue from the region by nearly 20% by 2030.
Analysts’ Views Ahead of the Q3 Print
Ahead of the bank’s Q3 earnings report, Citi analyst Keith Horowitz raised his price target to $325 from $275 and kept a Neutral rating. The firm said JPMorgan is likely to post another strong quarter, supported by its solid performance across business lines. The higher target reflects lower cost of equity assumptions, which improve the bank’s valuation outlook.
Meanwhile, Evercore ISI Analyst Glenn Schorr raised his price target to $330 from $309 and maintained an Outperform rating. The analyst said large U.S. banks had “a stellar summer,” with shares rallying about 20% over the season. He expects JPMorgan to deliver another solid set of results this quarter, with potential for a “beat and raise” performance given its strong balance sheet and steady revenue growth.
Options Traders Anticipate a Minor Move
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting a 5.07% move in either direction.
Is JPM a Buy, Hold, or Sell?
The stock of JPMorgan Chase has a consensus Moderate Buy rating among 19 Wall Street analysts. That rating is based on 13 Buy and six Hold recommendations issued in the last three months. The average JPM price target of $330.00 implies 9.67% upside from current levels.
