📅 2 days ago Analyzed on Jan 17, 2026

PNC

The PNC Financial Services Group, Inc.
2026-01-17 12:57 AM
+3.79%
PNC surges after Q4 earnings beat expectations with record revenue and strong guidance
PNC reported Q4 EPS of $4.88, significantly beating the FactSet estimate of $4.20, driven by record net interest income and fee income. The company posted full-year 2025 net income of $7.0 billion with 5% positive operating leverage, and CEO Demchak noted the FirstBank acquisition is exceeding expectations.

Analysis

This continues the positive momentum from yesterday's earnings release, with the stock gaining over 5% across two sessions. Wells Fargo raised its price target to $264 from $252 following the results, maintaining an Overweight rating. The beat was substantial—roughly 16% above consensus—which explains the magnitude of the move and PNC's significant outperformance versus the flat financial sector.

Date: 2026-01-17
Price: $223.18
Type: Stock Specific
Confidence: high

This is a permanent link to this specific analysis (ID: 2538)

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