| PNC |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$4.49 vs. cons $4.43 |
MEDIUM |
| PNC |
Report |
Net interest income |
IN-LINE |
pred ~$4.11B vs. cons $4.09B |
MEDIUM |
| PNC |
Report |
Total revenue |
IN-LINE |
pred ~$6.42B vs. cons $6.39B |
MEDIUM |
| PNC |
Guide |
Full-year net interest income growth |
BETTER |
guide ~15.0% vs. cons 14.7% (FY2026) |
MEDIUM |
| PNC |
Guide |
Full-year total revenue growth |
BETTER |
guide ~11.5% vs. cons 11.1% (FY2026) |
MEDIUM |
| PNC |
Guide |
Second-half net interest margin |
BETTER |
guide ~3.04% vs. cons 3.02% (2H2026) |
MEDIUM |
| PNC |
Guide |
Full-year core noninterest-expense growth |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (FY2026) |
HIGH |
| PNC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| PNC |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
Core EPS ~$4.49 versus $4.43 and FY2026 NII growth guide ~15.0% versus 14.7% support upward 2026–2027 estimate revisions, while 2H2026 NIM ~3.04% versus 3.02% validates the structural repricing thesis. |
MEDIUM |