| MTB |
Report |
Net Interest Income (Q2 2026) |
BEAT |
pred ~$1,800M vs. cons $1,780M |
MEDIUM |
| MTB |
Report |
Total Noninterest Income / Fees (Q2 2026) |
BEAT |
pred ~$710M vs. cons $681M |
HIGH |
| MTB |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$4.85 vs. cons $4.68 |
MEDIUM |
| MTB |
Guide |
FY 2026 NII (full year) |
BETTER |
guide ~$7.325B midpoint vs. cons $7,174M |
MEDIUM |
| MTB |
Guide |
FY 2026 Fee Income (full year) |
BETTER |
guide ~$2.85B midpoint vs. cons $2,785M |
MEDIUM |
| MTB |
Guide |
CRE Loan Growth (qualitative) |
BETTER |
confirm Q2 net CRE growth on avg basis vs. prior bottom-half NII trajectory |
MEDIUM |
| MTB |
Guide |
NIM Trajectory (qualitative) |
BETTER |
guide to mid-to-high 3.70s exiting 2026 vs. cons 3.68% |
MEDIUM |
| MTB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| MTB |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side NII estimate upgrades sustain the move as Q3/Q4 NII estimates are revised up |
MEDIUM |