Grew loans; controlled expenses; maintained strong credit quality Raised quarterly common stock dividend 20% to $1.50 per share on April 1, 2022.

PNC
Morgan Stanley said March quarter revenues declined 6% to $14.8 billion and net income fell 11% to $3.5 billion from a year ago. Earnings per share fell 8% to $2.02 on 6% decline in outstanding shares. Wealth management revenues were flat at $5.9 billion and institutional Securities unit revenues fell 10% to $7.7 billion but were supported by higher trading revenues and advisory fees.

MS
Ally Financial said first quarter revenues rose 23% to $1.69 billion and net income fell 18% to $627 million from a year ago. Earnings per share declined 11% to $1.86 from $2.11. Net interest margin in the quarter increased 77 basis points to 3.93% Credit loss provision increased to $180 million from $167 million in the prior year period. Retail banking customer base increased to 2.5 million.

ALLY
Goldman Sachs said total revenues in the March quarter declined 27% to $12.9 billion and net income fell 42% to $3.9 billion from a year ago. Earnings per share fell 42% to $10.87 a share in the period. Investment banking unit fees decreased 36% to $2.4 billion and global markets trading revenues including fixed-income trading rose 4% to $7.8 billion. Asset management unit revenues plunged 88%.

GS
Citigroup Inc said first quart revenues declined 2% to $19.2 billion from $19.7 billion, net income dropped 46% to $4.3 billion from $7.9 billion. Earnings per share fell 44% to $2.02 from $3.67 in the year ago quarter. The global bank repurchased $4 billion of its share in the quarter and now has 6% fewer outstanding shares. Investment banking and corporate lending revenues declined 32%.

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Wells Fargo said total revenues in March quarter fell 5% from a year ago to $9.2 billion and net income dropped 21% to $3.67 billion and earnings per share fell 14% t0 88 cents from $1.02. Total deposits rose 5% to $1.464 trillion and net interest margin increased to 2.16% from 2.05%. The bank also repurchased 110.1 million shares for $6 billion in the quarter. Consumer lending fell 8%.

WFC

UnitedHealth Lifts Annual Earnings Outlook

Apr 14, 2022
Bridgette Randall
UnitedHealth Group reported 14% increase in revenues to $80.1 billion from a year ago and earnings rose slightly to $5.0 billion from $4.8 billion. Earnings per share increased to $5.27 from $5.08. The insurance company added 1.5 million new customers driven by a sustained growth in its Medicare and Medicare plans. UnitedHealth lifted its full-year earnings per share outlook to $20.30 to $20.80.

UNH


In a non-binding letter to the SEC, Elon Musk, Tesla CEO offered to buy remaining shares of Twitter Inc for $54.20 a share in cash. The offer values the company at $43 billion. Musk added that the company has extraordinary potential but it can only be realized as a private company. Twitter jumped 4% in trading after the social media platform operator said it will carefully review the offer.

TSLA TWTR
Infosys reported revenues of $4.3 billion in the quarter ending in March 2022 and earnings rose 8% to $753 million from a year ago quarter. Earnings per share increased to 18 cents from 16 cents. For the year, the company said revenues rose 19.7% to $16.3 billion and digital revenues comprise 57% of total revenues. Return on equity was 29% and free cash flow rose 2.8% to $3 billion in fiscal 2022.

INFY
Hooker Furnishing reported sales fell 13.4% to $134.8 million in the final quarter ending in February 2022. The furniture maker struggled with the Asian factories closure during the resurgent virus pandemic. In the quarter furniture maker lost $4 million compared to profit of $8.5 million a year ago representing 33 cents per share vs 72 respectively. For the year sales rose 10% to $594 million.

HOFT
Fastenal, the distributor of industrial and construction supplies said March quarter revenues rose 20% to $1.7 billion and earnings rose 28% to $269 million from a year ago. Earnings per share increased 28% to 47 cents from 37 cents. Revenues through electronic interface increased 55.6% and comprised 16% of total sales in the period. The wholesaler added a record 106 new onsite locations.

FAST
Bed Bath & Beyond reported revenues declined 22% to $2.05 billion in the fiscal quarter ending in February. The retailer lost $159 million in the quarter compared to $9 million profit on supply chain disruptions and higher shipping costs. Comparable store sales fell 9% from a year ago and 12% from the previous quarter. Retailer guided improvement in sequential sales in the second-half.

BBBY
JPMorgan Chase revenues decreased 5% to $30.8 billion in the March quarter from a year ago and net income fell 42% to $8.2 billion. Earnings per share in the quarter declined to $2.63 from $4.50 in the quarter a year ago. Credit loss provision was $1.5 billion including $902 million of reserves for losses linked to higher inflation, Ukraine war, and Russian assets and bond exposure.

JPM
Delta Air Lines revenues declined 11% to $9.4 billion in the quarter ending in March and net loss was $940 million compared to $730 million a year ago. In the quarter, the airline lost $1.48 a share compare to profit of $1.09. The airlines said it turned to profitability in March and guided higher revenues in June quarter approaching at least 93% of revenues two years ago.

DAL


BlackRock said first quarter revenues increased 7% to $4.7 billion from a year ago and net income rose less than 2% to $1.43 billion. Earnings per share rose 20% to $9.35 from $7.77 a year ago on lower share count and effective tax rate offset by lower non-operating income. Total net asset flow fell to $85 billion from $172 billion in a year ago period. Quarterly dividend was hiked 18% to $4.88.

BLK