Wolfe Research's 2025 Picks: BAC, Wells Fargo, LPL, and More Lead the Pack

GuruFocus.com01-07

Wolfe Research has announced its top financial sector stock recommendations for 2025, stressing a selective approach to retail brokers, wealth managers, and alternative investing organizations. Among ...

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Among ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wolfe-researchs-2025-picks-bac-160310904.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2236285917.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","start_time":0,"source_url":"https://finance.yahoo.com/news/wolfe-researchs-2025-picks-bac-160310904.html","article_id":"2501257937","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501257937","pubTimestamp":1736179390,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Wolfe Research has announced its top financial sector stock recommendations for 2025, stressing a selective approach to retail brokers, wealth managers, and alternative investing organizations. Among the companies the company most values are Bank of America , Wells Fargo , LPL Financial , Robinhood Markets , KKR & Co. , and Ares Management .Though they underlined the need of selectivity, Wolfe Research analysts said 2025 might be a reasonably good year for financial companies, especially in the retail brokerage sector. With good trends in interest rates, cash sweep balances, and strong net new asset development, LPL Financial emerged as the firm's recommended choice among recommendations.Reflecting Wolfe's trust in the platform's resiliency and future for expansion in the changing brokerage scene, Robinhood Markets maintained its Outperform rating.Apart from his top choices, Wolfe changed numerous other financial stocks. Improved to Outperform were Carlyle  and JPMorgan Chase . Key fac","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","HOOD":"Robinhood","BK4547":"WSB热门概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BK4148":"电子元件","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4501":"段永平概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","WFC":"富国银行","BK4588":"碎股","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0106831901.USD":"贝莱德世界金融基金A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LPLA":"LPL Financial Holdings Inc","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LPL":"LG Display Co ADS","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4559":"巴菲特持仓","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4518":"OLED概念","BK4561":"索罗斯持仓","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4539":"次新股","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓"},"translate_title":"Wolfe Research 2025年精选：BAC、富国银行、LPL等领先","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WFC":1,"LPL":1,"LPLA":0.9,"HOOD":0.88},"content_text":"Wolfe Research has announced its top financial sector stock recommendations for 2025, stressing a selective approach to retail brokers, wealth managers, and alternative investing organizations. Among the companies the company most values are Bank of America (BAC, Financials), Wells Fargo (WFC, Financials), LPL Financial (LPLA, Financials), Robinhood Markets (HOOD, Financials), KKR & Co. (KKR, Financials), and Ares Management (ARES, Financials).\n\nThough they underlined the need of selectivity, Wolfe Research analysts said 2025 might be a reasonably good year for financial companies, especially in the retail brokerage sector. With good trends in interest rates, cash sweep balances, and strong net new asset development, LPL Financial emerged as the firm's recommended choice among recommendations.\nReflecting Wolfe's trust in the platform's resiliency and future for expansion in the changing brokerage scene, Robinhood Markets maintained its Outperform rating.\nWith analysts noting numerous encouraging elements for outperformance in 2025, Bank of America and Wells Fargo were recognized as good prospects in the money-center banking segment.\nKKR and Ares Management ranked first on Wolfe's list of alternatives and wealth management firms. The two companies were positioned as potential leaders by analysts noting the greater strength in these subsectors because of their strategic advantages and strong market presence.\nApart from his top choices, Wolfe changed numerous other financial stocks. Improved to Outperform were Carlyle (CG, Financials) and JPMorgan Chase (JPM, Financials). Key factors of this increase in Carlyle's private equity environment and predictions for more buyback activity were noted by analysts as being better conditions. To support its optimistic view, JPMorgan stressed modest net interest income predictions and significant market share increases.\nBut Bank of New York Mellon and Lazard suffered downgrades to Peer Perform. Wolfe mentioned valuation issues for Bank of New York Mellon even although she praised the management's strategic initiative implementation. Analysts at Lazard voiced doubt on the company's capacity to stop asset management outflows, a component they see as limiting growth prospects over the next two years.\nWolfe's study emphasizes the need of targeted investment strategies to negotiate possible obstacles in 2025 and underlines cautious optimism across several spheres of the financial industry.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501257937"}