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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. |
|---|---|---|---|
| John Pancari | Evercore ISI | 14 | 0% |
| Ebrahim Poonawala | Bank of America | 12 | 17% |
| Gerard Cassidy | RBC Capital Markets | 11 | 0% |
| Betsy Graseck | Morgan Stanley | 10 | 0% |
| John McDonald | Truist Securities | 10 | 0% |
| Ken Usdin | Autonomous Research | 10 | 0% |
| Scott Siefers | Piper Sandler | 10 | 0% |
| Erika Najarian | UBS | 8 | 0% |
| Matt O'Connor | Deutsche Bank | 7 | 14% |
| Saul Martinez | HSBC | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 14 | 0% |
| Morgan Stanley | 2 | 12 | 0% |
| Bank of America | 1 | 12 | 17% |
| RBC Capital Markets |
| 1 |
| 11 |
| 0% |
| Piper Sandler | 1 | 10 | 0% |
| Autonomous Research | 1 | 10 | 0% |
| Truist Securities | 1 | 10 | 0% |
| UBS | 1 | 8 | 0% |
Wells Fargo delivered Q1 diluted EPS growth of 15% on revenue increasing 6% with broad-based growth across all segments, as loans exceeded $1 trillion and pre-tax pre-provision profit grew 14%. NII and expense guidance were both reiterated at $50B and $55.7B respectively, while consent orders were fully resolved. Credit card momentum continued building the consumer franchise, and favorable regulatory proposals supported the capital return outlook.
Margin | Revenue Growth | Capital Allocation | Regulation Policy | Demand | Competitive Dynamics | Credit | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 7 | 3 | 2 | 2 | 4 | 2 | |
| 2025Q1 | 5 | 7 | 3 | 4 | 3 | 3 | 2 | 4 |
| 2025Q2 | 8 | 6 | 5 | 4 | 4 | 3 | 1 | |
| 2025Q3 | 6 | 4 | 4 | 2 | 1 | 4 | 4 | 3 |
| 2025Q4 | 9 | 6 | 4 | 1 | 4 | 2 | 3 | 2 |
| 2026Q1 | 7 | 5 | 5 | 7 | 5 | 6 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 6 | 5 | 8 | 6 | 9 | 7 |
| Revenue Growth | 7 | 7 | 6 | 4 | 6 | 5 |
| Capital Allocation | 3 | 3 | 5 | 4 | 4 | 5 |
| Regulation Policy | 2 | 4 | 4 | 2 | 1 | 7 |
| Demand | 2 | 3 | 4 | 1 | 4 | 5 |
| Competitive Dynamics | 4 | 3 | 3 | 4 | 2 | |
| Credit | 2 | 4 | 3 | 6 | ||
| Macroeconomic | 2 | 4 | 1 | 3 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WFC Wells Fargo | 6 | +7.3% | |
| BAC Bank of America | 8 | +7.0% | |
| C Citigroup | 7 | +7.0% | |
| JPM JPMorgan Chase & Co. | 6 | +6.9% |