FRC News and Press, FIRST REPUBLIC BANK From 01/24/20

Given how investors are prioritizing positive operating leverage with banks, you might think that Signature Bank’s ( SBNY ) negative operating leverage would be hurting sentiment. What’s really happening is that investors are prizing operating leverage in the absence of evidenc...

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Co-produced with Preferred Stock Trader Thesis Anyone who follows the preferred stock IPO market is well aware of the extraordinary low yields on newly issued preferred stocks. Just when we think we have hit the bottom in preferred stock yields, new preferred stocks IPO at e...

All things considered, I’d say that PacWest Bancorp ( PACW) held up well in trading after earnings, given that there were few real positives in the quarter and core pre-provision profits missed by a pretty wide margin. Spread compression was already built into expectations, but inste...

I monitor dividend increase announcements for stocks in the Dividend Champions List [CCC list] . The CCC list is separated into three categories based on how long companies have maintained their streak of annually increasing dividends: Champions (25+ years), Contenders (10- 24 years), and...

In a quarter where bank earnings have been hovering around “okay”, Bryn Mawr ( BMTC ) showed some of the virtues of its business mix, as strong non-spread businesses offset some noticeable weakness in the core lending operations and drove a beat at the pre-provision line. Not o...

New Location and Expanded Capabilities Provide More Options to Clients First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced the opening of a trust company in Wyoming. First Republic Trust Company of Wyoming allows clients to real...

First Republic Bank's ( FRC ) loan portfolio is expected to continue to expand in 2020, thereby driving earnings growth. Income from the wealth management division is also expected to support the bottom line this year. However, some pressure on earnings is expected to stem from a compression i...

The share of Eagle Bancorp ( EGBN ) have had a relatively mediocre run since my last update in October, with the stock more or less tracking the broader performance of regional bank stocks. Although Eagle’s fourth quarter had some pretty curious moving parts, I believe the bank is s...

Understanding what a business does well and not messing that up in the pursuit of even more growth is an underappreciated business talent, but First Republic ( FRC ) has that going for it with its management team. While management often fields questions from investors about building or buyin...