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RBC Capital raises Bank of Nova Scotia shares target on stable credit quality

EditorEmilio Ghigini
Published 28/08/2024, 14:48
BNS
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On Wednesday, RBC Capital Markets adjusted its outlook on Bank of Nova Scotia (BNS:CN) (NYSE: BNS) shares, increasing the price target to Cdn$65.00 from the previous Cdn$62.00. The firm sustained its Sector Perform rating on the stock.

The bank's third-quarter results for the year 2024 matched the projections of both RBC Capital Markets and the consensus. According to the analyst, the credit quality of Bank of Nova Scotia remained consistent with the previous quarter.

The bank's build-up of performing Provision for Credit Losses (PCLs) exceeded expectations, while impaired PCLs fell below estimates. Additionally, there were no significant signs of deterioration in Canadian credit quality.

Bank of Nova Scotia's operations are perceived to be progressing without any major disruptions. The analyst's commentary suggests that the bank is steadily advancing its long-term strategy and managing to maintain a smooth course.

The new price target of Cdn$65 reflects RBC Capital Markets' recognition of the bank's stable financial performance and its prudent management of credit risks. The Sector Perform rating indicates that the firm believes the bank will perform in line with the broader market sector.

RBC Capital Markets' updated price target and rating provide investors with the latest perspective on Bank of Nova Scotia's stock as it continues to navigate the financial landscape.

In other recent news, Bank of Nova Scotia has seen a series of developments. BMO Capital has adjusted the bank's price target from Cdn$74.00 to Cdn$72.00, maintaining a Market Perform rating. This decision follows the bank's recent financial performance, which included an adjusted cash earnings per share (EPS) of $1.63, closely aligning with anticipated figures.

In terms of operations, the bank showed a variety of results across its divisions. Positive contributions came from Canadian Banking and Wealth Management, but were partially offset by higher funding costs in the Corporate/Other division, lower trading results in Global Banking and Markets, and lower risk-adjusted margins in International Banking.

Bank of Nova Scotia reported solid Q3 growth with adjusted earnings of $2.2 billion and a diluted EPS of $1.63. Additionally, the bank's strategic acquisition of a 14.9% interest in KeyCorp (NYSE:KEY) is expected to contribute positively to earnings per share and return on equity.

The bank's capital position remains strong with a CET1 ratio of 13.3%. Despite a slight increase in adjusted net loss in its Other segment, the bank's net interest income is expected to improve due to rate cuts. These are among the recent developments in Bank of Nova Scotia's strategic growth plan.

InvestingPro Insights

As investors consider RBC Capital Markets' revised outlook on Bank of Nova Scotia, data from InvestingPro offers a deeper financial perspective on the company. With a market capitalization of $61.85 billion and a price-to-earnings (P/E) ratio of 11.5, the bank presents a valuation that implies a strong free cash flow yield, an InvestingPro Tip that could be particularly attractive to value-oriented investors. Furthermore, the bank's dividend yield stands at a notable 6.2%, backed by a history of maintaining dividend payments for 52 consecutive years, underscoring its commitment to returning value to shareholders.

InvestingPro also highlights that Bank of Nova Scotia has experienced a revenue growth of 3.35% over the last twelve months as of Q3 2024, suggesting a stable increase in its financial performance. The bank's operating income margin for the same period is at 31.41%, reflecting efficient management and profitability. These metrics, alongside the bank's status as a prominent player in the Banks industry, provide investors with a comprehensive view of its financial health and market position.

For those seeking additional insights, there are currently more InvestingPro Tips available, which further analyze Bank of Nova Scotia's financials and market prospects. These tips can be accessed by visiting the InvestingPro platform specific to the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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