JPMorgan expected to post higher third-quarter revenue, profit

what happened

JPMorgan Chase shares gained 0.4% on Monday ahead of the bank’s quarterly report, scheduled before the market opens on Tuesday. The latest LSEG data show Wall Street expects third-quarter adjusted earnings per share of $5.90, up from $5.07 in the year-ago quarter, while revenue is seen at $51.22 billion versus $47.12 billion in the same quarter of 2025, an increase of about 9%. Net interest income is projected to rise 12% to $26.84 billion.

Newsmetry API reports that JPMorgan has exceeded Wall Street expectations for earnings and revenue in each of the past eight quarters. This quarter, investors are expected to examine US bank results for signs that a recent jump in Treasury yields may restrain dealmaking and lending growth while increasing funding costs across the industry.

The stock last traded at $334.41, compared with a median price target of $370, according to LSEG. The figure is based on 27 analyst ratings: 2 “strong buy,” 13 “buy” and 12 “hold.” Year to date, JPMorgan shares are up about 4%, compared with an approximately 8% gain for the Dow industrials, a 1.8% rise for the S&P 500 Banks index and a 0.6% increase for the S&P 500 Financial Services index.

JPMorgan options imply a 3.3% move in the shares in either direction by Friday, according to Trade Alert data. That is above the stock’s average 2.6% move on results days over the past eight quarters.

why it matters

JPMorgan’s results will offer a market read on banks’ interest income, lending and funding conditions as Treasury yields have risen. Options pricing points to greater-than-average volatility around the report.

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