| WFC |
Report |
Diluted EPS |
BEAT |
pred ~$1.74 vs. cons $1.71 |
MEDIUM |
| WFC |
Report |
Net interest income |
IN-LINE |
pred ~$12.39B vs. cons $12.36B |
MEDIUM |
| WFC |
Report |
Noninterest income |
BEAT |
pred ~$9.53B vs. cons $9.38B |
MEDIUM |
| WFC |
Guide |
Net interest income guidance |
UNCHANGED |
guide ~$50.0B vs. cons $50.0B (FY2026) |
HIGH |
| WFC |
Guide |
Noninterest expense guidance |
UNCHANGED |
guide ~$55.7B vs. cons $55.7B (FY2026) |
HIGH |
| WFC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| WFC |
Return |
5-day cumulative residual |
+2.1% (STABILIZE) |
A fee-led EPS beat should support the initial reaction, but unchanged FY2026 NII guidance leaves implied 2H26 NII at ~$25.5B vs. Street ~$25.5B, limiting out-period estimate revisions and causing the move to stabilize. |
MEDIUM |