| WFC |
Report |
Diluted EPS |
BEAT |
pred ~$1.78 vs. cons $1.71 |
MEDIUM |
| WFC |
Report |
Total revenue |
BEAT |
pred ~$22.04B vs. cons $21.77B |
MEDIUM |
| WFC |
Report |
Net interest income |
IN-LINE |
pred ~$12.43B vs. cons $12.36B |
MEDIUM |
| WFC |
Guide |
FY26 net interest income outlook |
UNCHANGED |
guide ~$50.0B vs. cons $50.0B (FY26) |
HIGH |
| WFC |
Guide |
FY26 noninterest-expense outlook |
UNCHANGED |
guide ~$55.7B vs. cons $55.7B (FY26) |
HIGH |
| WFC |
Guide |
CET1 operating target |
UNCHANGED |
guide ~10.0%-10.5% vs. cons 10.3% (FY26) |
MEDIUM |
| WFC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.1% |
— |
MEDIUM |
| WFC |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
A ~$1.78 EPS result versus $1.71 consensus and ~$22.04B revenue versus $21.77B should produce a favorable initial reaction, but retaining FY26 NII at ~$50.0B versus Street ~$50.0B leaves little incremental out-period earnings revision. The stock should retain part of the gain as expense execution and post-cap growth validate the setup, but follow-through is capped by unchanged NII math and continued NIM pressure. |
MEDIUM |