| PNC |
Report |
Net Interest Income (Q2 2026) |
IN-LINE |
pred ~$4.13B vs. cons $4.092B |
MEDIUM |
| PNC |
Report |
Total Noninterest Income / Fee (Q2 2026) |
BEAT |
pred ~$2.50B vs. cons $2.455B |
MEDIUM |
| PNC |
Report |
Net Interest Margin (Q2 2026) |
IN-LINE |
pred ~3.01% vs. cons 2.990% |
MEDIUM |
| PNC |
Guide |
FY2026 NII (full year) |
BETTER |
guide ~$16.60B vs. cons $16.539B |
MEDIUM |
| PNC |
Guide |
NIM trajectory (qualitative, FY2026) |
BETTER |
guide 'crossed 3% in Q2, expanding further in H2' vs. cons 'above 3% in 2H' |
HIGH |
| PNC |
Guide |
Q3 2026 NII |
UNCHANGED |
guide ~$4.20-4.25B vs. cons ~$4.22B implied |
MEDIUM |
| PNC |
Guide |
Capital return / Basel III (qualitative) |
BETTER |
guide 'Basel tracking better than 10% RWA relief; buybacks to accelerate' |
MEDIUM |
| PNC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| PNC |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY NII raise and NIM milestone pull-forward drive estimate revisions upward; initial profit-taking on day 1-2 then stabilizes and follows through |
MEDIUM |