Released
FY2026 Q1
Earnings ReviewWFC
BEATWells Fargo
Wells Fargo · Financials/Banks
Tue, April 14, 2026·Before Market Open
Wells FargoWells FargoUS BanksQ1 EarningsEarnings
01Wall Street Consensus
EPS$1.59
Revenue$21.77B
02Earnings Results
EPS$1.60+0.6%
Revenue$21.45B-1.5%
After-Hours Reaction-5.0%
Key Takeaways
- EPS $1.60, slightly above consensus of $1.59
- Revenue $21.45B, missing consensus of $21.77B
- Net income $5.3B
- NII +5% and noninterest income +8%
- Average loans $996B (+11%) and deposits $1,415B (+7%)
- Repurchased 46.3M shares for $4.0B
- CET1 10.3%, down from 11.1% YoY
- Provision for credit losses increased to $1.135B
Key Checkpoints
- 01NIM
- 02IB fees
- 03Trading revenue
- 04Provisions
- 05CET1 capital ratio
Upside Catalysts
- Trading strength
- IB recovery
- Expanded capital return
Risk Factors
- CRE exposure
- Credit losses
- Regulatory capital requirements
- Macro slowdown
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat1
Miss0
Beat rate100%
Detail
SEPS 서프라이즈 히스토리
Beat2Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)