The PNC Financial Services Group (PNC)
2026-04-16
Recap: Q1 2026
Beat the Bottom Line, Missed the Top, Raised the Guide: PNC's First Full FirstBank Quarter Lifts the Loan Outlook to ~11% as the Organic Engine Hits a Three-Year High — Maintain Outperform
2026-01-17
Recap: Q4 2025
The Guide Is the Story: PNC Caps a Record Year, the NIM Turns Back Up, and a +14% 2026 NII Outlook Confirms the Repricing Thesis — Maintain Outperform
2025-10-16
Recap: Q3 2025
A One-Basis-Point NIM Optical Illusion Sells Off a Record Quarter: PNC Beats by 7%, Buys Colorado, and We Maintain Outperform
2025-07-17
Recap: Q2 2025
Loan Growth Finally Inflects and the Repricing Tailwind Is Just Getting Started: PNC's Cleanest Quarter in Years — Initiating Outperform