The PNC Financial Services Group (PNC)
Coverage summary
Aardvark Labs Capital Research has covered The PNC Financial Services Group (PNC) since July 17, 2025. The company is in the Financial Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 24, 2026. That report moved the rating from Hold to Outperform. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
Rating history
All PNC reports
Recap: Q3 2026
The Rate Shock Reopened the Door: A Third Guide Raise and a Mechanical $1B 2027 NII Lift at 2x Tangible Book. Upgrading PNC to Outperform
Recap: Q2 2026
A Flawless Quarter Meets a Full Price: Record Revenue, an 18% Dividend Hike, and FirstBank Done — But at a New High, Downgrading PNC to Hold on Valuation
Recap: Q1 2026
Beat the Bottom Line, Missed the Top, Raised the Guide: PNC's First Full FirstBank Quarter Lifts the Loan Outlook to ~11% as the Organic Engine Hits a Three-Year High — Maintain Outperform
Recap: Q4 2025
The Guide Is the Story: PNC Caps a Record Year, the NIM Turns Back Up, and a +14% 2026 NII Outlook Confirms the Repricing Thesis — Maintain Outperform
Recap: Q3 2025
A One-Basis-Point NIM Optical Illusion Sells Off a Record Quarter: PNC Beats by 7%, Buys Colorado, and We Maintain Outperform
Recap: Q2 2025
Loan Growth Finally Inflects and the Repricing Tailwind Is Just Getting Started: PNC's Cleanest Quarter in Years — Initiating Outperform