| KEY |
Report |
Operating EPS |
BEAT |
pred ~$0.425 vs. cons $0.419 |
MEDIUM |
| KEY |
Report |
Net interest income |
BEAT |
pred ~$1.270B vs. cons $1.257B |
MEDIUM |
| KEY |
Report |
Investment-banking fees |
IN-LINE |
pred ~$180M vs. cons $178.5M |
MEDIUM |
| KEY |
Guide |
FY26 NII growth (FY26) |
UNCHANGED |
guide 9%-10% vs. implied consensus $5.100B |
MEDIUM |
| KEY |
Guide |
FY26 IB-fee growth (FY26) |
UNCHANGED |
guide 5%-6% vs. cons $823.6M |
MEDIUM |
| KEY |
Guide |
4Q26 exit NIM (4Q26) |
UNKNOWN |
guide ~3.05% vs. cons UNVERIFIED |
LOW |
| KEY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| KEY |
Return |
5-day cumulative residual |
-1.0% (STABILIZE) |
STABILIZE — reaffirmation limits estimate downside, but lacks an incremental catalyst |
MEDIUM |