We Cheer Companies' Earnings, but Punish Their Stocks

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WSJ Your Money Briefing 6 min 2 speakers 3 chapters transcribed 2 months ago
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Unknown 0:02
This is Your Money Matters from The Wall Street Journal.
Charlie Turner 0:08
Welcome to Your Money Matters. I'm Charlie Turner in New York. These are good times for investors who've seen their stocks rise on the back of strong earnings. But look a little deeper into how these companies' stocks do on the day they report earnings, and you'll find it's not a great time to be an investor. The fact is that companies often see a drop in their stocks on the day they report earnings. Let's find out what's behind this with Wall Street Journal reporter John Sindro, who joins us from London. John, is this often a case of buy on the anticipation, sell on the news?
Jon Sindreu 0:37
Well, it is one of those stock market cliches, and I would say that it indeed happens in many situations, such as central banks announce something and you don't quite understand the significance of it quite yet, but you buy the rumors, sell the news, and hope for the best. In this case, if we look at a historical time series, it doesn't seem to be that common. Generally, there are

Why do stocks often fall on the day companies report strong earnings?

Jon Sindreu 1:04
seems to be sort of a fairly stable correlation with sort of positive earning seasons and, you know, individual stocks doing well because they surprise on the upside, without saying that this can't happen on occasion, that, you know, sort of overall the stock market's going up and the individual stock seems to disappoint for some reason.
Charlie Turner 1:23
On average, how far do stocks of companies reporting earnings fall on the day that those numbers are released?
Jon Sindreu 1:30
So we have data up to last Friday. This is compiled by a bespoke investment group, even though Morgan Stanley recently sort of issued a similar, a bit less granular report, but also looking at the same thing and the number was similar. And it's 0.78% is the average fall on the day that a company reports its second quarter results. The reason for it being that the companies that beat expectations on average are rewarded only with a 0.38% share rise. If you disappoint, you're punished very severely, and you can see your stock fall 3.43%. So it is sort of a very asymmetrical market in which missing is very severely punished. But if you do well, you don't seem to get that much of a kick out of it.
Charlie Turner 2:21
And again, you said the average was 0.78%. Yes. That's the average drop. Yes. Isn't this surprising, as you point out, because investors, you know, they welcome these positive earnings. I mean, earnings have been going pretty much above expectations. The S&P 500 is up more than 2% since the start of the summer, I think.
Jon Sindreu 2:40
Yes, yes. It's sort of a funny quirk of the market that, you know, you might miss. But I think we were all getting the impression that everybody was very optimistic. And yet, while you were monitoring the specific stock that was reporting on that day, or the list of stocks that you knew that were reporting on the day, you didn't see that much of an optimism. Here, we were writing a lot of stories saying, well, Company X, I'm thinking, I don't know, banks like JP Morgan or Deutsche Bank, or today it was Standard Chartered.

How common is the ‘buy the rumor, sell the news’ pattern around earnings releases?

Jon Sindreu 3:13
They beat expectations on profit, but their stock fell and closed down 3%. It's been sort of a feature of the Zerning season, which doesn't detract from the fact that, overall, the profit picture is very positive, but it does raise some questions about why it's happening.
Charlie Turner 3:32
I'm speaking with John Sindro of The Wall Street Journal. He's joining us from London, and you're listening to Your Money Matters. Thanks for listening, everyone. John, this comes also in the wake of the fact that corporate America is on track to post double-digit earnings growth for two quarters in a row, and price-to-earnings ratios are still fairly robust.
Jon Sindreu 3:52
Yes, yes. And some analysts were saying this is the explanation for why the individual stocks are a bit more maligned than the market overall. They were saying, well, we're all aware, all the investors are aware that valuations are a bit expensive, stocks are a bit expensive, and therefore... this is just a sign of caution. It's investors not feeling completely overtaken by optimism and looking at whatever they might not like about a specific release.

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