- Banks report 3Q earnings beginning on Wednesday.
- Here are 3Q EPS estimates and opinions for 30 large banks.
- Analysts expect 3Q to look a lot like 2Q overall, but Provision, Buybacks, and Loans will be keys to quarter.
- My preferred banks for the road ahead are High Quality banks, especially niche banks with competitive advantage and strong reputations for segment excellence.
- I am not bullish on banks engaged in M&A or lenders with a consumer concentration.
For further details see:
Q3 Banks Earnings Estimates, Analyst Picks, My Favorite, And Least Favorite Big Banks