| KEY |
Report |
Diluted EPS |
BEAT |
pred ~$0.48 vs. cons $0.47 |
MEDIUM |
| KEY |
Report |
Taxable-equivalent net interest income |
BEAT |
pred ~$1.27B vs. cons $1.25B |
HIGH |
| KEY |
Report |
Net interest margin |
BEAT |
pred ~2.94% vs. cons 2.90% |
MEDIUM |
| KEY |
Guide |
FY2026 net interest income growth |
BETTER |
guide ~9.5% vs. cons 9.2% (FY2026) |
MEDIUM |
| KEY |
Guide |
FY2026 average commercial-loan growth |
BETTER |
guide ~7.0% vs. cons 6.5% (FY2026) |
MEDIUM |
| KEY |
Guide |
FY2026 noninterest-expense growth |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY2026) |
HIGH |
| KEY |
Guide |
FY2026 common-share repurchases |
UNCHANGED |
guide ~$1.30B vs. cons $1.30B (FY2026) |
HIGH |
| KEY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| KEY |
Return |
5-day cumulative residual |
+0.6% (FADE) |
Day-1 residual ~+1.8% vs. day-5 residual ~+0.6%: an NII/NIM-led beat should initially help, but largely reiterated FY2026 NII, expense, and buyback math limits out-period EPS revisions and encourages partial profit-taking. |
MEDIUM |