January 15, 2026
Finance

Wall Street Analysts Adjust PNC Financial's Outlook Ahead of Q4 Earnings Release

Consensus Forecasts Signal Earnings and Revenue Growth; Analysts Raise Price Targets

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Summary

PNC Financial Services Group is anticipated to report higher earnings and revenue for the fourth quarter compared to the previous year. Multiple analysts have maintained positive ratings while increasing their price targets ahead of the company's earnings announcement. Recent analyst adjustments reflect heightened expectations for PNC's financial performance.

Key Points

PNC Financial Services is anticipated to report Q4 earnings of $4.21 per share, an increase from $3.77 in the prior year.
Revenue estimates for the quarter stand at $5.95 billion, up from $5.57 billion last year.
Several prominent analysts have maintained positive ratings and raised price targets for PNC’s stock ahead of the earnings call.
A recent dividend declaration of $1.70 per common share signals continued shareholder returns.

PNC Financial Services Group, Inc., headquartered in Pittsburgh, Pennsylvania, is scheduled to announce its fourth-quarter earnings prior to the market opening on Friday, January 16. Market analysts project that the banking and financial services firm will report earnings per share (EPS) of $4.21, an increase from $3.77 reported in the corresponding quarter of the previous year. Concurrently, revenue forecasts stand at $5.95 billion, surpassing the $5.57 billion revenue posted during the same period last year, according to data compiled by Benzinga Pro.

In a recent corporate action, PNC declared a dividend of $1.70 per share on its common stock as of January 5. The company’s shares exhibited slight movement, closing at $212.32 on Wednesday, down 0.1% from previous levels.


Leading Wall Street analysts have revisited their evaluations of PNC's stock, reflecting adjustments in price targets and maintaining generally positive stances ahead of the upcoming earnings report. Below is a summary of notable analyst positions, including their rating, new price targets, and accuracy history:

  • Steven Alexopoulos from TD Cowen upheld a Buy rating and increased the price target from $235 to $250 as of January 7, 2026. His analyst accuracy is recorded at 67%.
  • Jason Goldberg at Barclays maintained an Overweight rating and elevated the price target from $235 to $271 on January 5, 2026, with a 62% accuracy rate.
  • John McDonald from Truist Securities preserved a Hold rating and raised the price target from $210 to $229 as of December 18, 2025. His accuracy is notably high at 78%.
  • David Konrad of Keefe, Bruyette & Woods sustained a Market Perform rating and adjusted the price target upward from $215 to $228 on December 17, 2025, with an accuracy rate of 79%.
  • Chris Kotowski at Oppenheimer kept an Outperform rating and increased his price target from $231 to $240 as of November 19, 2025, boasting an accuracy rate of 83%.

This collection of analysis underscores a consensus toward positive expectations for PNC's forthcoming results, as reflected in the consensus EPS and revenue estimates. The incremental increases in price targets by several reputable analyst firms indicate confidence in the company’s performance trajectory.

While share price movements on Wednesday saw a minor decline of 0.1%, the broader market and analyst community appear poised for a strong quarterly report.

Investors monitoring PNC's stock can access detailed analyst ratings and other pertinent financial metrics. These include scoring and ranking systems designed to gauge stock momentum, growth, and quality, providing a comprehensive view of PNC’s market positioning prior to earnings revelation.


In summary, PNC Financial Services is approaching its fourth-quarter earnings announcement amid optimistic projections from leading financial analysts. Upgrades in price targets and confirmation of existing rating positions demonstrate an expectation for earnings and revenue growth relative to the previous year.

Risks
  • The slight decline in share price (-0.1%) prior to earnings indicates potential market uncertainty or profit-taking behavior.
  • Analyst ratings include Hold and Market Perform, reflecting some degree of caution despite overall positive revisions.
  • Price target increases rely on current financial projections, which are subject to change based on actual earnings results.
  • The absence of more detailed forward guidance in the public domain may pose risks to investor expectations.
Disclosure
Education only / not financial advice
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