| CFG |
Report |
Adjusted EPS |
BEAT |
pred ~$1.29 vs. cons $1.25 |
MEDIUM |
| CFG |
Report |
Net interest income |
IN-LINE |
pred ~$1.627B vs. cons $1.617B |
HIGH |
| CFG |
Report |
Noninterest income |
BEAT |
pred ~$642M vs. cons $630M |
MEDIUM |
| CFG |
Guide |
Net interest income growth |
UNCHANGED |
guide ~11.0% vs. cons 11.1% (FY2026) |
MEDIUM |
| CFG |
Guide |
Noninterest income growth |
BETTER |
guide ~7.5% vs. cons 7.0% (FY2026) |
MEDIUM |
| CFG |
Guide |
Noninterest expense growth |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY2026) |
HIGH |
| CFG |
Guide |
Net interest margin |
UNCHANGED |
guide ~3.25% vs. cons 3.25% (4Q2026) |
HIGH |
| CFG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| CFG |
Return |
5-day cumulative residual |
+1.3% (FADE) |
The fee-led beat should drive the initial gain, but largely unchanged FY2026 NII and NIM guidance implies only modest out-period estimate revisions; cumulative residual therefore fades from ~2.4% on day 1 to ~1.3% by day 5. |
MEDIUM |