| KEY |
Report |
Net Interest Income (Q2 2026) |
BEAT |
pred ~$1,270M vs. cons $1,257M |
MEDIUM |
| KEY |
Report |
IB & Debt Placement Fees (Q2 2026) |
BEAT |
pred ~$185M vs. cons $179M |
MEDIUM |
| KEY |
Report |
Commercial Loan Growth QoQ (Q2 2026) |
BEAT |
pred ~$2.5B vs. cons implied ~$1.8B |
MEDIUM |
| KEY |
Guide |
FY 2026 NII Growth (FY 2026) |
BETTER |
guide ~10-11% vs. cons $5,100M (implied ~9%) |
MEDIUM |
| KEY |
Guide |
FY 2026 Commercial Loan Growth (FY 2026) |
BETTER |
guide ~8-10% vs. cons implied ~3% total avg |
MEDIUM |
| KEY |
Guide |
FY 2026 IB Fees (FY 2026) |
UNCHANGED |
guide maintain 5-6% vs. cons $824M |
HIGH |
| KEY |
Guide |
FY 2026 Buybacks (FY 2026) |
BETTER |
guide raise to ~$1.5B floor vs. current $1.3B floor |
LOW |
| KEY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| KEY |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
STABILIZE — NII raise offsets IB fee Q3 softness; buyback support provides floor |
MEDIUM |