John Marshall Bancorp

JMSB · NASDAQ

$22.80+$0.00 (+0.00%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $22.80

JMSB analyst rating

Strong buyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy1
Buy1
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $27.54 (+20.8% upside)

Low: $26.26
Now: $22.80
High: $29.40

Upgrades and downgrades

The latest rating actions, newest first

JMSB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Keefe, Bruyette & Woods	Sep 14, 2026	Maintains	Outperform	$25.00 → $26.00	82%
Keefe, Bruyette & Woods	Jul 27, 2026	Maintains	Outperform	$24.00 → $25.00	82%
Keefe, Bruyette & Woods	May 1, 2026	Maintains	Outperform	$23.00 → $24.00	82%
Raymond James	Apr 15, 2026	Initiates	Strong Buy	$24.00	59%

The case for and against

Updated Jan 12, 2026

Bull case

John Marshall Bancorp has demonstrated significant financial improvement, with a net interest margin (NIM) increasing by 12 basis points quarter-over-quarter to reach 2.70%, surpassing prior estimates. This expansion in NIM indicates a stronger ability to generate income from interest-bearing assets, which is a positive sign for the bank's overall profitability. Additionally, the upward revisions in earnings per share (EPS) estimates for 2025 and 2026 reflect an optimistic outlook driven by enhanced net interest income and growth prospects.

Bear case

The analysis indicates that John Marshall Bancorp faces significant challenges due to macro volatility, which may adversely affect both growth and asset quality within the Washington, D.C. area, suggesting potential localized risks. Furthermore, a prolonged higher interest rate environment could hinder future net interest margin (NIM) expansion and result in negative revisions to earnings per share (EPS) if anticipated rate cuts do not materialize. Overall, these factors contribute to a negative outlook for the bank's financial stability and growth prospects.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.