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FINWIRES

調査速報:CFRAはPNC Financial Services Group, Inc.の株式について買い推奨を維持します。

-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2026年第1四半期の業績を精査した結果、12ヶ月目標株価を10ドル引き上げ、300ドルとします。これは、2027年のEPS予想の14.3倍に相当し、PNCのより安定した事業モデルを考慮すると、同業他社の平均10.0倍を上回る水準です。FirstBank買収が好調なスタートを切ったことを受け、2026年のEPS予想を0.97ドル引き上げ18.96ドル、2027年のEPS予想を1.45ドル引き上げ20.92ドルとします。PNCは好調な業績を上げており、バランスシートの成長率は競合他社を上回り、高成長州への支店拡大によって力強いオーガニック成長が見込まれます。同社の堅調な第1四半期業績により、融資成長率と純金利収入のガイダンスを引き上げつつ、経費ガイダンスは据え置くことができました。これは、将来の収益性に対する好材料です。非預金金融機関(NDFI)向け融資へのエクスポージャーに関する懸念について、PNCは十分に保護されているようだ。これらの融資の約90%は投資適格格付けを取得しており、経営陣はこれらを同行の最も安全な資産の一つとみなしている。株価利回りは健全な3.0%となっている。

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