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First Republic downgraded to Sell from Neutral at Janney Montgomery Scott

Janney Montgomery Scott downgraded First Republic Bank to Sell from Neutral with a fair value estimate of $8, down from $10. The analyst reduced earnings estimates following last night’s Q1 results to account for a potential dilutive equity raise and asset sales this year. First Republic’s positive earnings in the quarter were overshadowed by the acknowledgement that deposits declined by more than $100B and the implications of the outflow on future earnings, the analyst tells investors in a research note. Janney says the bank "needs to pull off the mother of all pivots to survive."

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Published first on TheFly

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