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JPMorgan, Citigroup Earnings Previews: Citi Is The More Defensive Stock If Iran And Other Issues Linger In 2026

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JPMorgan and Citigroup will release Q1 2026 earnings on April 14 before markets open, with Bank of America following on April 15. Analysts anticipate stable financial sector performance amid geopolitical uncertainties. JPMorgan’s projected Q1 revenue is $49.2 billion (9% YoY growth) with EPS of $0.54 (7% growth), reflecting modest expansion despite macroeconomic pressures. Citigroup’s Q1 estimates show $23.5 billion in revenue (9% YoY) but a 35% EPS surge to $2.65, signaling stronger profitability gains than JPMorgan. Credit conditions remain favorable for banks, though risks from geopolitical tensions (e.g., Iran) could disrupt stability, prompting potential shifts in investor sentiment. Expectations include increased share buybacks and dividend hikes as banks deploy excess capital, assuming no sudden credit deterioration.
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JPMorgan, Citigroup Earnings Previews: Citi Is The More Defensive Stock If Iran And Other Issues Linger In 2026

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Brian Gilmartin, CFA11.19K FollowersFollow5ShareSavePlay(10min)CommentsSummaryJPMorgan and Citigroup report their Q1 ’26 financial results before the opening bell on Tuesday, April 14th, while Bank of America reports before the market opens on Wednesday, April 15th.For JPM, consensus expectations, per LSEG, are $49.2 billion in net revenue and $0.54 in earnings per share, for expected y-o-y growth of 9% and 7% respectively.For Citi, consensus estimates from LSEG expect $23.5 billion in net revenue and $2.65 in EPS, for expected y-o-y growth of 9% and 35% respectively.The banking and financial system are in a good position from a credit perspective, but that can change quickly. Don’t be surprised if investors see bigger buybacks and dividend increases. josephmok/iStock Unreleased via Getty Images Both JPMorgan (JPM) and Citigroup (C) report their Q1 ’26 financial results before the opening bell on Tuesday, April 14th, 2026, while Bank of America (BAC) follows up theseThis article was written byBrian Gilmartin, CFA11.19K FollowersFollowBrian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.

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Source: Seeking Alpha