| MTB |
Report |
Diluted EPS |
BEAT |
pred ~$4.73 vs. cons $4.66 |
MEDIUM |
| MTB |
Report |
Taxable-equivalent net interest income |
IN-LINE |
pred ~$1.805B vs. cons $1.790B |
MEDIUM |
| MTB |
Report |
Total noninterest income |
BEAT |
pred ~$681M vs. cons $672.8M |
MEDIUM |
| MTB |
Guide |
Taxable-equivalent net interest income |
LOWER |
guide ~$7.24B vs. cons $7.27B (FY2026) |
MEDIUM |
| MTB |
Guide |
Fee income |
BETTER |
guide ~$2.80B vs. cons $2.78B (FY2026) |
MEDIUM |
| MTB |
Guide |
CET1 target and implied capital return |
BETTER |
guide ~10.0% vs. cons 10.1% (FY2026 year-end) |
MEDIUM |
| MTB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| MTB |
Return |
5-day cumulative residual |
+0.4% (FADE) |
The initial EPS and fee-income beats should support day 1, but FY2026 taxable-equivalent NII of ~$7.24B vs. consensus ~$7.27B implies limited or slightly negative out-period estimate revisions, causing most of the initial residual gain to fade by day 5. |
LOW |