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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Pancari | Evercore ISI | 15 (13%) |
| Gerard Cassidy | RBC Capital Markets | 14 (14%) |
| Scott Siefers | Piper Sandler | 11 (0%) |
| Ebrahim Poonawala | Bank of America | 10 (0%) |
| Betsy Graseck | Morgan Stanley | 8 (0%) |
| Ryan Nash | Goldman Sachs | 8 (0%) |
| Chris McGratty | KBW | 8 (0%) |
| Erika Najarian | UBS | 7 (14%) |
| Matt O'Connor | Deutsche Bank | 7 (29%) |
| Chris Spahr | Wells Fargo | 6 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 15 (13%) |
| RBC Capital Markets | 1 | 14 (14%) |
| Morgan Stanley | 2 | 11 (0%) |
| Piper Sandler | 1 |
| 11 (0%) |
| Bank of America | 1 | 10 (0%) |
| Goldman Sachs | 1 | 8 (0%) |
| KBW | 1 | 8 (0%) |
| Deutsche Bank | 1 | 7 (29%) |
Regions Financial reported Q1 EPS of $0.62 with continued peer-leading returns and strong earnings growth, as loan growth acceleration showed broad-based demand. NIM came in below expectations on tighter asset spreads, and adjusted noninterest revenue declined 2% linked quarter. Management reiterated all FY2026 guidance unchanged at 2.5-4% NII growth, as core technology transformation remained on track.
Demand | Credit | Capital Allocation | Margin | Capex Investment | Competitive Dynamics | Revenue Growth | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 1 | 1 | 5 | 1 | 2 | 1 |
| 2025Q1 | 2 | 4 | 2 | 1 | 1 | 2 | ||
| 2025Q2 | 3 | 1 | 1 | 4 | 2 | 4 | 1 | 2 |
| 2025Q3 | 4 | 6 | 5 | 6 | 2 | 2 | 2 | |
| 2025Q4 | 6 | 2 | 3 | 2 | 6 | 6 | 1 | 1 |
| 2026Q1 | 4 | 4 | 7 | 5 | 2 | 3 | 4 | 3 |
| 2026Q2 | 4 | 4 | 3 | 1 | 2 | 3 | 5 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 2 | 3 | 4 | 6 | 4 | 4 |
| Credit | 2 | 4 | 1 | 6 | 2 | 4 | 4 |
| Capital Allocation | 1 | 2 | 1 | 5 | 3 | 7 | 3 |
| Margin | 1 | 1 | 4 | 6 | 2 | 5 | 1 |
| Capex Investment | 5 | 1 | 2 | 2 | 6 | 2 | 2 |
| Competitive Dynamics | 1 | 4 | 2 | 6 | 3 | 3 | |
| Revenue Growth | 2 | 2 | 1 | 1 | 4 | 5 | |
| Pricing | 1 | 2 | 2 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RF Regions Financial Corporation | 5 | -2.1% | |
| CFG Citizens Financial Group | 9 | +6.3% | |
| FITB Fifth Third Bancorp | 8 | +38.0% | |
| HBAN Huntington Bancshares | 7 | +26.3% | |
| KEY KeyCorp | 9 | +1.1% | |
| MTB M&T Bank | 7 | +2.1% | |
| PNC PNC Financial Services | 9 | +21.4% | |
| TFC Truist Financial | 6 | +0.8% | |
| USB U.S. Bancorp | 9 | +3.8% |