| WFC |
Report |
NII ex-Markets (Q2 2026) |
IN-LINE |
pred ~$11.85B vs cons $11.786B (Visible Alpha, Jul 13 2026) |
MEDIUM |
| WFC |
Report |
Total Noninterest Income (Q2 2026) |
BEAT |
pred ~$9.65B vs cons $9.525B (Visible Alpha, Jul 13 2026) |
MEDIUM |
| WFC |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.78 vs cons $1.733 (Visible Alpha, Jul 13 2026) |
MEDIUM |
| WFC |
Guide |
FY2026 NII (full year) |
BETTER |
guide ~$50B vs cons $49.786B (Visible Alpha, Jul 13 2026) |
HIGH |
| WFC |
Guide |
FY2026 Noninterest Expense (full year) |
UNCHANGED |
guide ~$55.7B vs cons $55.731B (Visible Alpha, Jul 13 2026) |
HIGH |
| WFC |
Guide |
Q3 2026 NII trajectory (qualitative) |
BETTER |
guide 'continued sequential step-up' vs implied ~$12.3-12.4B consensus |
MEDIUM |
| WFC |
Guide |
ROTCE trajectory (medium-term) |
UNCHANGED |
reiterate 17-18% medium-term; Q2 reported ~15.7% vs cons 15.43% |
HIGH |
| WFC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| WFC |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — beat drops through to EPS revisions; FY NII guide already in consensus so no implicit cut pulling estimates lower; modest positive drift expected over 5 days |
MEDIUM |