-- 週五下午，金融股漲跌互現，紐約證券交易所金融指數下跌0.1%，道富金融精選行業SPDR ETF（XLF）上漲0.3%。 費城住房指數下跌0.9%，道富房地產精選產業SPDR ETF（XLRE）下跌0.2%。 比特幣（BTC-USD）上漲2.5%至78,207美元，10年期美國公債殖利率下降1.6個基點至4.37%。 經濟新聞方面，標普全球美國4月製造業指數從初值54.0小幅上調至54.5，而彭博調查顯示市場預期該指數將維持不變。 供應管理協會（ISM）美國4月製造業指數與3月持平，為52.7，低於彭博調查顯示預期的53.2。公司新聞方面，UWM（UWMC）週四發佈公開信，敦促Two Harbors Investment（TWO）的股東向董事會施壓，接受其提高後的每股12美元的收購報價，高於此前的11.30美元。 Two Harbors股價在周五的交易中上漲超過7%，UWM股價上漲2.1%。 Cboe Global Markets（CBOE）股價上漲超過7%，此前該公司公佈了第一季調整後獲利和營收均高於預期。 Aon（AON）週五公佈的第一季調整後每股收益為6.48美元，高於去年同期的5.67美元。 FactSet調查的分析師預期為6.37美元。 Aon股價上漲1%。
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Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Exxon Mobil Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.
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Research
Research Alert: CFRA Reiterates Buy Rating On Shares Of Crane Company
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.
$CR
Sectors
Sector Update: Energy Stocks Fall Late Afternoon
Energy stocks fell late Friday afternoon with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each falling 1.1%.The Philadelphia Oil Service Sector Index dropped 0.6%, and the Dow Jones US Utilities Index declined 0.5%.West Texas Intermediate crude oil fell 3% to $101.93 a barrel, and global benchmark Brent dropped 1.9% to $108.33 a barrel. Henry Hub natural gas futures rose 0.8% to $2.79 per 1 million BTU.In corporate news, Exxon Mobil (XOM) and Chevron (CVX) reported declines in Q1 earnings amid supply disruptions due to the Middle East war, though the results came in ahead of Wall Street's estimates. Exxon shares fell 0.6%, and Chevron declined 1.2%.BP (BP) is considering exiting part or all of its operations in the UK North Sea in order to strip assets and pay down debt, Bloomberg reported. BP shares fell 2.1%.Portland General Electric (POR) shares fell 4% the company reported Q1 earnings and revenue that missed estimates.Occidental Petroleum (OXY) appointed Chief Operating Officer Richard Jackson to succeed Vicki Hollub as president and CEO, starting June 1. Occidental shares declined 3.3%.
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