-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：在消化了2026年第一季的收益後，鑑於監管環境的改善和令人振奮的成長前景，我們將RF的12個月目標股價上調1美元至37美元，相當於我們2027年每股收益預期值的12.5倍，高於RF五年平均遠期市盈率9.7倍。我們將2026年每股收益預期上調0.02美元至2.67美元，並將2027年每股收益預期上調0.07美元至2.95美元。我們對第一季的業績略感失望，因為淨利息收入和非利息收入都出現下滑。然而，RF是一家運作良好的銀行，成功降低了成本，儘管業績疲軟，但仍實現了正向經營槓桿。信貸品質顯示出令人鼓舞的跡象，該行18.3%的資本回報率(ROTCE)仍然優於同行，許多同行預計至少三年內無法達到這一水平。仍有顯著的上漲空間。我們認為，RF目前的CET1比率為10.7%，遠高於疫情前的水平，這一估值較為保守。鑑於巴塞爾協議III擬議的修訂預計將使風險加權資產減少10%，RF可望加快向股東返還資本的速度。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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