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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ebrahim Poonawala | Bank of America | 11 | 0% |
| Mike Mayo | Wells Fargo | 10 | 0% |
| Scott Siefers | Piper Sandler | 10 | 0% |
| Manan Gosalia | Morgan Stanley | 10 | 0% |
| Erika Najarian | UBS | 8 | 13% |
| Gerard Cassidy | RBC Capital Markets | 8 | 0% |
| Chris McGratty | KBW | 6 | 0% |
| Peter Winter | D.A. Davidson | 6 | 0% |
| Ken Usdin | Autonomous Research | 6 | 0% |
| John Pancari | Evercore ISI | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| RBC Capital Markets | 2 | 12 | 0% |
| Bank of America | 1 | 11 | 0% |
| Wells Fargo | 1 | 10 | 0% |
| Morgan Stanley |
| 1 |
| 10 |
| 0% |
| Piper Sandler | 1 | 10 | 0% |
| UBS | 1 | 8 | 13% |
| KBW | 2 | 7 | 0% |
| Autonomous Research | 1 | 6 | 0% |
Revenue grew 18.5% with EPS up 22% as the Comerica integration continued ahead of plan with $250 million in Q1 synergies realized against the $750 million full-year target. The combined Southeast franchise reached 450 banking centers and the Newline payments platform exceeded $60 billion in quarterly transaction volume. FY2026 guidance was maintained with management noting the combined entity was tracking to the upper end of synergy targets.
M&A | Margin | Demand | Credit | Revenue Growth | Competitive Dynamics | Regulation Policy | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 3 | 6 | 2 | 5 | 3 | 2 | 3 |
| 2025Q1 | 1 | 3 | 2 | 5 | 2 | 1 | 2 | 1 |
| 2025Q2 | 1 | 2 | 3 | 2 | 2 | 4 | 2 | 2 |
| 2025Q3 | 10 | 3 | 1 | 4 | 2 | 1 | 2 | |
| 2025Q4 | 7 | 5 | 2 | 3 | 1 | 2 | ||
| 2026Q1 | 8 | 4 | 3 | 4 | 2 | 4 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| M&A | 1 | 1 | 1 | 10 | 7 | 8 |
| Margin | 3 | 3 | 2 | 3 | 5 | 4 |
| Demand | 6 | 2 | 3 | 1 | 2 | 3 |
| Credit | 2 | 5 | 2 | 4 | 4 | |
| Revenue Growth | 5 | 2 | 2 | 2 | 3 | 2 |
| Competitive Dynamics | 3 | 1 | 4 | 1 | 1 | 4 |
| Regulation Policy | 2 | 2 | 2 | 2 | 2 | |
| Capital Allocation | 3 | 1 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FITB Fifth Third Bancorp | 7 | +25.8% | |
| CFG Citizens Financial Group | 8 | +4.5% | |
| HBAN Huntington Bancshares | 7 | +26.3% | |
| KEY KeyCorp | 9 | +1.1% | |
| MTB M&T Bank | 7 | +1.7% | |
| PNC PNC Financial Services | 8 | +12.7% | |
| RF Regions Financial Corporation | 6 | +0.5% | |
| TFC Truist Financial | 7 | +0.4% | |
| USB U.S. Bancorp | 7 | +4.7% |