| CFG |
Report |
EPS (2Q26) |
BEAT |
pred ~$1.27 vs. cons $1.24 |
MEDIUM |
| CFG |
Report |
Noninterest income / fees (capital markets-led) |
BEAT |
pred ~$636M vs. cons ~$624M |
MEDIUM |
| CFG |
Report |
Net interest income (2Q26) |
IN-LINE |
pred ~$1.62B vs. cons ~$1.62B (NIM ~3.19%) |
MEDIUM |
| CFG |
Guide |
FY26 fee-income growth |
BETTER |
guide ~7-8% vs. cons ~7% (FY26) |
MEDIUM |
| CFG |
Guide |
4Q26 exit NIM |
UNCHANGED |
guide 3.22-3.28% vs. cons ~3.25% (4Q26 exit) |
MEDIUM |
| CFG |
Guide |
3Q26 NII (sequential) |
BETTER |
guide up ~2% QoQ (~$1.65B) vs. cons ~$1.64B (3Q26) |
LOW |
| CFG |
Guide |
Capital return / buyback (post-200bp SCB cut) |
BETTER |
guide buyback ~$300M+ & dividend raise vs. cons ~$225M (3Q26) |
MEDIUM |
| CFG |
Guide |
FY26 expense growth / operating leverage |
UNCHANGED |
guide ~4.5% opex, ~500bps op leverage vs. cons ~4.5% (FY26) |
MEDIUM |
| CFG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| CFG |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
A modest fee/EPS beat plus reaffirmed-to-raised full-year fee and NIM ramp guidance and an enlarged capital-return authorization (200bp SCB cut to the 2.5% floor) generate genuine positive out-period revisions rather than implicit cuts, which supports the initial pop. But the stock is near 52-week highs after a ~20% YTD run with the stress-test win already priced (late-June rally to ~$71) and consensus nudged up, so gains hold rather than extend — some 'sell-the-news' offsets the upward EPS/capital revisions, netting a stabilize. |
MEDIUM |