Financial Wire

Research Alert: CFRA Reiterates Buy Recommendation On Shares Of M&t Bank Corporation

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

After digesting earnings, we maintain our 12-month target price at $280, 13.1x our 2027 EPS estimate, above MTB's five-year forward P/E average of 11.0x given reductions in the bank's office portfolio. We increase our 2026 EPS view to $19.03 from $18.89 and raise 2027's to $21.41 from $21.27. We project revenues of $10.0 billion in 2026 and $10.4 billion in 2027. Our investment thesis remains intact as last year's credit concerns are subsiding. Net charge-offs have fallen to their lowest level since 2023, while forward-looking indicators, including nonaccrual loans and criticized loans, have declined steadily over the past year. These trends support our expectation that MTB will achieve record EPS in 2026 and 2027. Profitability should also benefit from MTB's more modest capital position, which we view as appropriate given reduced regulatory pressures and the company's substantial decrease in higher risk commercial real estate loans. Shares yield 2.8%.

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