Report published August 13, 2026
Europe First to Market: J.P. Morgan European Equity Research Analysis
Source and citation context
- Issuer
- J.P. Morgan
- Report date
- August 13, 2026
- Analysis as of
- Not stated in source
Finvaulta summarizes J.P. Morgan's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
This report provides a daily update on European equity markets, featuring key stock upgrades for Aviva, rating revisions for insurers, and an overview of upcoming corporate events and earnings.
Key Takeaways
- 1.Aviva upgraded to Overweight, while Legal & General and M&G are downgraded to Underweight due to shifts in relative value and capital return potential.
- 2.European food retail shows resilient trends, with Europe exhibiting resilience compared to global peers.
Table of Contents
- Today's Morning Meeting
- Also Published Today
- Company Research
- Sector Research
- In Case You Missed It… Trending in the Last Month
- Key Changes
- EPS Estimate Changes
- JPM Events
- Conferences
- Upcoming Earnings
Report data
Rating Changes
| Metric | Estimate | Context |
|---|---|---|
| EPS Change | 13.1% | Vestas EPS revision |
Reports in this series
Europe First to Market is shown in chronological order through this edition, published on August 13, 2026.
Part of the Europe First to Market series — view all 38 editions
Looking for the latest edition? JPM Europe Equity Research | Today’s Morning Meeting (Sep 8, 2026)
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- Jun 22JPM Europe Equity Research Today’s Morning Meeting
- Jun 26JPM Europe Equity Research
- Jun 29Europe Equity Research Europe First to Market
- Jul 2Europe Equity Research Europe First to Market
- Jul 3JPM Europe Equity Research Europe First to Market
- Jul 7JPM Europe Equity Research Europe First to Market
- Jul 21JPM Europe Equity Research Today’s Morning Meeting
- Jul 27JPM Europe Equity Research | Today’s Morning Meeting
- Jul 28JPM Europe Equity Research Today’s Morning Meeting
- Jul 30JPM Europe Equity Research | Today’s Morning Meeting
- Aug 10JPM Europe Equity Research | Today’s Morning Meeting
- Aug 12JPM Europe Equity Research Today’s Morning Meeting
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Reported Data Context
- EPS Change: 13.1 percent (2026) · Source: J.P. Morgan estimates