European Investment Banks Struggle as U.S. Giants Gain Market Share
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 05 2026
0mins
Source: Newsfilter
- Declining Market Share: According to LSEG data, European investment banks' share of global investment banking fees fell from 29% in 2015 to 21% last year, while U.S. banks increased their share from 46% to 51%, indicating intensified market competition.
- Disappointing Revenue Performance: BNP Paribas reported a 0.8% drop in investment banking revenue, while SocGen's investment banking division saw a 4.5% decline, primarily due to an 18% slump in fixed-income trading, reflecting weak client activity and market volatility.
- Capital Market Activity Hit: Deutsche Bank's investment banking revenue remained flat, with capital market issuance activity impacted in March but recovering in April, demonstrating the ongoing influence of market volatility on revenue.
- Optimistic Future Outlook: Despite the challenges of declining market share, analysts expect European investment banking revenue to grow this year, particularly driven by market volatility and deal-making, with Deutsche Bank even upgrading its revenue outlook for 2026.
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Analyst Views on JPM
Wall Street analysts forecast JPM stock price to rise
19 Analyst Rating
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 299.910
Low
260.00
Averages
341.38
High
400.00
Current: 299.910
Low
260.00
Averages
341.38
High
400.00
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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