| MTB |
Report |
Diluted EPS |
BEAT |
pred ~$4.76 vs. cons $4.66 |
MEDIUM |
| MTB |
Report |
Taxable-equivalent net interest income |
BEAT |
pred ~$1.82B vs. cons $1.79B |
MEDIUM |
| MTB |
Report |
Total revenue |
BEAT |
pred ~$2.49B vs. cons $2.46B |
MEDIUM |
| MTB |
Guide |
FY2026 taxable-equivalent NII |
UNCHANGED |
guide ~$7.25B vs. cons $7.25B (FY2026) |
MEDIUM |
| MTB |
Guide |
FY2026 fee income |
BETTER |
guide ~$2.80B vs. cons $2.75B (FY2026) |
MEDIUM |
| MTB |
Guide |
FY2026 GAAP expense |
UNCHANGED |
guide ~$5.60B vs. cons $5.60B (FY2026) |
HIGH |
| MTB |
Guide |
FY2026 average loans |
UNCHANGED |
guide ~$141.0B vs. cons $141.0B (FY2026) |
MEDIUM |
| MTB |
Guide |
FY2026 net charge-offs / average loans |
UNCHANGED |
guide ~40 bps vs. cons 40 bps (FY2026) |
HIGH |
| MTB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| MTB |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A >1% EPS/NII beat, confirmation that CRE is inflecting, and fee-income guidance moving above the prior $2.775B ceiling should lift FY2026/FY2027 EPS and capital-return assumptions; unchanged NII and credit guidance limits upside but should not negate estimate revisions. |
MEDIUM |