Alvarez Manuel Pham sold $106K of EWBC

East West Bancorp (EWBC) raised its quarterly dividend by 33% after reporting strong Q2 results, including a 1.75% return on assets and 16.88% return on tangible equity. Analysts expect 10.3% annual revenue growth and $1.7B earnings by 2029, with risks including deposit pricing pressure and net interest income. The bank's dividend increase and profitability metrics are key factors for investors.

Analysts updated ratings on three financial companies. KBW's Shields maintained a Sell on Allstate (ALL) with a $250 target. TD Cowen's Lee rated East West Bancorp (EWBC) Buy with a $150 target. Morgan Stanley's Cyprys kept StepStone Group (STEP) at Hold with a $63 target.

TD Cowen kept its Buy rating on East West Bancorp with a $150 price target, suggesting a 19.2% upside. The bank's revenue growth is driven by commercial banking, wealth management, and small business banking. Its unique position as a U.S.-Asia bridge fosters customer loyalty and competitive advantage, according to the analyst.

East West Bank has partnered with Lendistry to provide a $100 million credit facility for airport concession lending, with an accordion option to double. Lendistry, a nonbank lender, has originated $98 million in loans to concessionaires in 16 states, seeing growth potential in the sector.

East West Bancorp reported Q2 2026 record total revenue and net interest income, driven by 7% YoY loan growth and 8% YoY deposit growth, with demand deposits rising. Management upgraded full-year loan growth to 6%-8% and NII to 7%-9%, while keeping NIM stable. Credit quality stayed steady (NPA 29 bps).

East West Bancorp (EWBC) reported Q2 2026 results on an earnings call. Net interest income was $685 million and net interest margin 3.43%. Total deposits grew 8% YoY to $1.2 billion, while total loans rose 7% YoY. Management raised 2026 NII guidance to 7% to 9% and loan growth to 6% to 8%, citing stronger first-half performance.