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PNC FY2026 Q2 IMPROVING

PNC Financial Services Group, Inc. (The) 실적 발표

Jul 15, 2026 · 06:00 ET Bill DemchakBryan GillRob Reilly
Buzzberg 분석

PNC raises dividend 18% after strong quarter

PNC reported a strong Q2 2026 with EPS of $4.81 (+25% YoY), driven by broad-based revenue growth and positive operating leverage. Management raised full-year revenue and NII guidance, citing strong commercial loan growth, improving fee income, and stable credit quality. No cross-company signals were identified. PNC Q2 2026 EPS of $4.81 beat expectations; revenue $6.9B up 12% QoQ.

Buzzberg 분석 PNC raises dividend 18% after strong quarter PNC reported a strong Q2 2026 with EPS of $4.81 (+25% YoY), driven by broad-based revenue growth and positive operating leverage. Management raised full-year revenue and NII guidance, citing strong commercial loan growth, improving fee income, and stable credit quality. No cross-company signals were identified. PNC Q2 2026 EPS of $4.81 beat expectations; revenue $6.9B up 12% QoQ. 전체 분석 보기분석 접기

PNC reported a strong Q2 2026 with EPS of $4.81 (+25% YoY), driven by broad-based revenue growth and positive operating leverage. Management raised full-year revenue and NII guidance, citing strong commercial loan growth, improving fee income, and stable credit quality. No cross-company signals were identified. PNC Q2 2026 EPS of $4.81 beat expectations; revenue $6.9B up 12% QoQ.

  • Net interest income grew 4% linked quarter; fee income up 10% with record capital markets revenue.
  • Full-year revenue guidance raised to ~13% growth; NII expected up 15-15.5%.
  • Loan growth of 4% driven by broad-based C&I; CRE inflected positive for first time in quarters.
Revenue $6.875B +12% QoQ
EPS $4.85 +17% QoQ
Op margin 37.61% reported
Free cash flow $0B reported

이번 분기에 달라진 점

01
Capital Return

PNC raises dividend 18% after strong quarter

PNC reported a strong Q2 2026 with EPS of $4.81 (+25% YoY), driven by broad-based revenue growth and positive operating leverage. Management raised full-year revenue and NII guidance, citing strong commercial loan growth, improving fee income, and stable credit quality. No…

02
Loan Growth

C&I loan growth broad-based, utilization up

PNC Q2 2026 EPS of $4.81 beat expectations; revenue $6.9B up 12% QoQ.

03
Margins

NIM constrained by low-spread, high-quality loans

Net interest income grew 4% linked quarter; fee income up 10% with record capital markets revenue.

04
Capital Markets

Capital markets revenue up 80% year-over-year

Full-year revenue guidance raised to ~13% growth; NII expected up 15-15.5%.

수요

수요

수주 및 전환

Management struck a confident tone, citing strong business momentum, broad-based growth, and raising full-year guidance on revenue and NII, with positive operating leverage.

톤 · Confident

Management repeatedly emphasized strong growth, share gains, and outperformance, while framing the outlook positively despite minor headwinds.

향후 가이던스

ImprovingGuidance · revenue to 13% · was IN LINE last Q
향후 가이던스
지표기간범위중간값상태
RevenueFY202613%13%GUIDED