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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for M&T Bank (MTB) is 7/10.
M&T Bank delivered GAAP EPS of $4.13 with NIM expanding 2 basis points to 3.71% as fixed-rate asset repricing continued, while fee income grew 13% year-over-year with broad-based strength and C&I growth reached $1.5 billion driven by middle market utilization pickup. Management reiterated FY2026 NII guidance of $7.2-7.35 billion unchanged, executing $1.25 billion in share repurchases representing 3.5% of shares outstanding as CET1 moved toward the bottom of the 10-10.5% target range.
Scored from M&T Bank’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.34B | +1.3% | $3.86 | +40.9% | 26.4% | 20.4% |
| FY2025 Q1 | $3.17B | -3.9% | $3.32 | +9.9% | 24.0% | 18.4% |
| FY2025 Q2 | $3.29B | -2.4% | $4.24 | +13.7% | 28.4% | 21.7% |
| FY2025 Q3 | $2.51B | +7.5% | $4.82 | +19.9% | 40.8% | 31.5% |
| FY2025 Q4 | $3.33B | -0.2% | $4.67 | +21.0% | 29.1% | 22.8% |
| FY2026 Q1 | $3.23B | +1.7% | $4.24 | +27.7% | 26.8% | 20.6% |
| FY2026 Q2 | $3.36B | +2.1% | $5.23 | +23.3% | 37.7% | 24.3% |