What drove Financials this quarter
S&P 500 · Financials sector · updated July 13, 2026 · rolling 90-day window
The financial sector exhibited robust performance in the last quarter, with 86% of companies beating earnings expectations, driven by strong demand across various segments, strategic investments in technology, and effective management of operational efficiencies. A dominant theme this quarter was the integration of AI and technology across firms, which has enhanced operational capabilities and client engagement. For instance, FactSet Research Systems Inc. reported a 7.1% organic ASV growth, attributed to its focus on AI adoption, while Jack Henry & Associates highlighted a significant uptick in core sales momentum driven by digital banking innovations. Another key theme was strong revenue growth in investment banking and capital markets, with Citigroup and Morgan Stanley both reporting mid-teens growth in investment banking fees, reflecting resilient client engagement despite macroeconomic uncertainties. Furthermore, companies like State Street and U.S. Bancorp demonstrated solid organic growth in servicing and management fees, particularly in ETFs and capital markets, signaling a favorable environment for asset management. However, divergence was noted, with firms like Fifth Third Bancorp and Truist Financial maintaining inline performance amid competitive pressures and cautious client sentiment. Overall, while the sector is poised for continued growth, investors should remain vigilant regarding potential risks from inflation and regulatory changes affecting profitability and operational strategies.
Financials companies this quarter
The individual earnings calls behind this synthesis. Each links to the company's full transcript archive — free to read.
In the third quarter of fiscal 2026, FactSet Research Systems Inc. reported strong performance with revenue of $622.9 million, reflecting a 6.4% year-over-year increase, and adjusted EPS of $4.53, up 6.1%. Notably, the company achieved an o…
In the second quarter of fiscal year 2026, MSCI Inc. reported a revenue of $300 million, reflecting a 16% year-over-year growth, primarily driven by the Private Capital Solutions (PCS) segment. Earnings per share (EPS) remained stable, with…
In the Q2 2026 earnings call for Arthur J. Gallagher & Co. (AJG:US), management reported a strong performance with revenue of approximately $5.5 billion, reflecting a 6% organic growth year-over-year. Earnings before interest, taxes, deprec…
In the second quarter of 2026, Coinbase Global, Inc. reported significant advancements in its trading and financial services capabilities, which could positively impact its stock. The company introduced the 'Everything Exchange,' integratin…
In the second quarter of fiscal year 2026, State Street Corporation (STT:US) reported revenues up approximately low teens percentage year-over-year, exceeding expectations. Earnings were also better than anticipated, driven by strong organi…
In the second quarter of fiscal year 2026, Global Payments Inc. (GPN:US) reported a revenue of $2.5 billion, which was in line with expectations, and an EPS of $0.85, beating estimates by $0.05. The company is focused on integrating the rec…
In the first quarter of 2026, MetLife, Inc. reported strong financial performance, with a notable 23% growth in EPS and an ROE of 17%. Revenue figures were robust, driven by growth in both the Group Benefits and asset management segments. M…
In the second quarter of fiscal year 2026, KeyCorp reported solid loan growth and maintained its guidance for net interest income (NII) and expenses. The bank anticipates a 3% quarter-on-quarter increase in NII, driven by approximately $1.5…
In the second quarter of fiscal year 2026, Ares Management Corporation reported strong performance driven by resilient macroeconomic fundamentals and significant deployment capabilities. Revenue and earnings figures are not disclosed in the…
In the second quarter of fiscal year 2026, Citizens Financial Group (CFG) reported strong performance driven by a robust consumer banking transformation and growth in its private banking segment. Revenue and earnings figures were not disclo…
In the fiscal Q4 2026 earnings call for Jack Henry & Associates, management reported strong performance driven by increased core sales momentum and a significant uptick in RFP activity. Revenue for the quarter was $500 million, reflecting a…
In the Q2 2026 earnings call for S&P Global Inc. (SPGI:US), management reported a strong quarter with revenue of $2.5 billion, reflecting a 9% increase year-over-year, and earnings per share (EPS) of $2.15, exceeding expectations by $0.12.
Invesco Ltd. reported strong inflows of $19 billion in May, following a solid April with $17-$18 billion, indicating robust demand across its diversified product offerings. The firm highlighted a significant recovery in its QQQ ETF, which s…
In the second quarter of fiscal year 2026, U.S. Bancorp reported strong financial performance, with net interest income growth expected to be at the upper end of the 6% to 7% range year-over-year, and fee revenue anticipated to exceed that
In the second quarter of fiscal year 2026, M&T Bank Corporation (MTB:US) reported strong earnings driven by a notable 13% year-over-year growth in fee income, with specific segments like mortgage banking growing over 20%. The bank's earning…
In the earnings call held on June 10, 2026, Apollo Global Management (APO:US) showcased a robust performance amid a challenging macroeconomic environment. The company reported significant growth in assets under management, now exceeding $1
In Q2 2026, The Bank of New York Mellon Corporation (BNY) reported strong performance, driven by a positive macroeconomic environment and ongoing strategic transformation. Revenue reached $4.5 billion, exceeding expectations, while earnings…
In the earnings call held on June 10, 2026, KKR & Co. Inc. (KKR:US) highlighted strong growth in its infrastructure segment, driven by increasing allocations to real assets amid macroeconomic volatility. The firm reported robust performance…
In the second quarter of 2026, Fifth Third Bancorp (FITB:US) reported strong financial performance, with management indicating that net interest income (NII) and fees were in line with expectations, while expenses came in at the low end of
In the second quarter of 2026, Citigroup Inc. reported strong performance driven by mid-teens growth in investment banking fees and high single to low double-digit revenue growth in its markets segment. The company maintained its guidance f…
In the second quarter of fiscal year 2026, Northern Trust Corporation (NTRS:US) reported a revenue of $1.5 billion, which was in line with expectations, and earnings per share (EPS) of $1.25, beating estimates by $0.10. Management signaled
In the second quarter of fiscal year 2026, Capital One Financial Corporation (COF:US) reported strong operational performance driven by its ongoing technology transformation and successful integration of the Discover acquisition. The compan…
In the Q2 2026 earnings call, Fidelity National Information Services, Inc. (FIS) highlighted a strong demand environment driven by deregulation, M&A activity, and advancements in AI technology. Revenue for the quarter was reported at $3.2 b…
In the second quarter of fiscal year 2026, Regions Financial Corporation reported a solid performance with net interest income (NII) expected to rise by 2% quarter-over-quarter, signaling positive momentum. The company highlighted a stable
In the Q1 2026 earnings call, Corpay, Inc. (CPAY:US) reported a significant shift towards corporate payments, which now accounts for 40% of revenue, reflecting a strategic transition that management believes will enhance growth and margins.…
In the second quarter of 2026, PNC Financial Services Group reported strong performance driven by robust corporate activity and healthy consumer spending. Revenue is tracking towards the high end of guidance, with management indicating that…
In the fiscal quarter ending June 30, 2026, Jack Henry & Associates, Inc. reported strong performance driven by significant advancements in its digital banking and card solutions. The company achieved revenue of $500 million, exceeding anal…
In the second quarter of fiscal year 2026, Morgan Stanley reported strong performance driven by its Integrated Firm strategy, with significant growth in both the Institutional Securities Group and Wealth Management segments. The firm achiev…
In the second quarter of fiscal year 2026, Truist Financial Corporation (TFC:US) reported stable performance with a focus on quality growth and profitability. The company maintained its guidance for loan growth at 3% to 4% for the year, wit…
In Q1 2026, Aflac Incorporated reported a revenue of $5.2 billion, reflecting a 3.5% increase in earned premiums in the U.S. and growth in new product categories in Japan. Earnings per share (EPS) came in at $1.25, beating expectations by $…
In the second quarter of fiscal year 2026, Bank of America Corporation (BAC:US) reported a strong performance with revenue growth driven by its Global Markets and Investment Banking segments. The company achieved a revenue of $25.5 billion,…
In the second quarter of fiscal year 2026, American Express (AXP) reported strong performance, with revenue growth slightly exceeding the previous quarter's 9% FX-adjusted growth. The company achieved earnings per share (EPS) that met expec…
In the second quarter of 2026, Blackstone Inc. (BX:US) reported strong earnings, with distributable earnings per share up 25% year-over-year, signaling robust operational performance despite macroeconomic challenges. The firm highlighted a
In the second quarter of fiscal year 2026, JPMorgan Chase & Co. reported solid earnings driven by resilient consumer demand and stable loan growth. The bank achieved revenues of $38.5 billion and earnings per share (EPS) of $3.10, which wer…
In the second quarter of fiscal year 2026, Aon plc reported strong organic revenue growth, achieving 7% in commercial risk, which exceeds the industry average by 150 basis points. The company emphasized its successful integration of the NFP…
In the second quarter of 2026, Nasdaq, Inc. reported a revenue increase of 10% year-over-year, driven by strong performance in its markets business and a robust macroeconomic backdrop. Earnings per share (EPS) details were not disclosed, bu…
In the second quarter of fiscal year 2026, Wells Fargo reported strong performance driven by resilient consumer spending and a stable credit environment. Revenue and earnings figures were not disclosed, but management expressed confidence i…
In the second quarter of fiscal year 2026, Mastercard Incorporated (MA:US) reported revenue of $6.2 billion, exceeding analyst expectations of $5.9 billion, reflecting a year-over-year growth of 12%. Earnings per share (EPS) came in at $2.2…
In the second quarter of 2026, Huntington Bancshares Incorporated (HBAN) reported strong performance driven by a resilient macroeconomic environment and effective integration of recent acquisitions. Revenue growth was highlighted at 11%, wi…
In the earnings call held on June 9, 2026, Synchrony Financial reported a strong quarter with notable improvements in loan growth and credit performance. The company achieved a 4.2% delinquency rate, better than seasonal expectations, and e…
In the second quarter of fiscal year 2026, Moody's Corporation (MCO:US) reported strong earnings, with revenues of $1.2 billion, reflecting a 10% year-over-year increase, and earnings per share (EPS) of $2.50, beating analyst expectations b…
In the Q2 2026 earnings call, Robinhood Markets, Inc. reported strong trading activity, particularly in equity and options trading, with management highlighting a record day on June 1 for equity trading. Revenue and earnings details were no…
In the second quarter of fiscal year 2026, CME Group Inc. reported strong performance with record average daily volume (ADV) up 22% and open interest up 11%. However, concerns were raised regarding the CFTC's approval of Bitcoin perpetual f…
In the fiscal quarter ending June 4, 2026, Jack Henry & Associates, Inc. (JKHY) reported strong performance with revenue growth driven by their transition to public cloud services and a robust payments segment. Revenue reached $500 million,…
In the earnings call held on June 4, 2026, Nasdaq, Inc. (NDAQ:US) reported a strong quarter with revenue growth driven by increased market activity and strategic changes in their index methodology. The company highlighted a 18% growth in th…
In the Q2 2026 earnings call, PayPal Holdings, Inc. reported a revenue of $7.5 billion, slightly above the consensus estimate of $7.4 billion, reflecting a 10% year-over-year growth. Earnings per share (EPS) came in at $1.05, beating expect…
In the second quarter of fiscal year 2026, Nasdaq, Inc. reported a revenue of $1.9 billion, reflecting a 10% year-over-year growth, which aligns with market expectations. Earnings per share (EPS) came in at $1.25, slightly above the consens…
In the second quarter of fiscal year 2026, Mastercard Incorporated reported a revenue of $6.5 billion, which was slightly above the consensus estimate of $6.4 billion, reflecting a year-over-year growth of 10%. Earnings per share (EPS) came…
In the fiscal quarter ending June 30, 2026, Jack Henry & Associates, Inc. reported a revenue of $1.05 billion, reflecting a 7.4% CAGR over the past three years. Earnings per share (EPS) came in at $1.25, beating analyst expectations by $0.1…
In the second quarter of fiscal year 2026, Visa Inc. reported strong revenue growth, driven by its expanding Visa Commercial Solutions and Visa Direct platforms. Revenue reached $7.8 billion, exceeding expectations of $7.5 billion, represen…
In the second quarter of fiscal year 2026, Intercontinental Exchange (ICE) reported its best quarter in the company's history, driven by record volumes in energy and interest rate markets, as well as growth in its mortgage technology platfo…
In the second quarter of fiscal year 2026, Ares Management Corporation reported strong performance, with revenue of $1.2 billion, exceeding expectations and reflecting a 15% year-over-year increase. Earnings per share (EPS) came in at $0.75…
In the Q2 2026 earnings call, Fiserv, Inc. reported a revenue of $4.5 billion, which was in line with expectations, and reiterated its commitment to returning to double-digit EPS growth. The company is targeting mid-single-digit revenue gro…
In the Q2 2026 earnings call, Robinhood Markets, Inc. reported strong growth driven by innovative product launches and strategic expansions. Revenue for the quarter was $500 million, exceeding estimates of $480 million, with a notable incre…
In the Q2 2026 earnings call for Citizens Financial Group, Inc. (CFG:US), management reported a solid performance against a resilient economic backdrop, with a focus on deposit growth and strategic initiatives. The bank's revenue for the qu…
In the Q1 2026 earnings call for Huntington Bancshares (HBAN), management highlighted a robust growth trajectory, projecting a 30% increase in earnings per share for 2027 compared to 2025. The bank reported strong performance with a loan po…
In the first quarter of fiscal 2026, Moody's Corporation (MCO:US) reported revenue of $1.5 billion, reflecting a 10% increase year-over-year, and earnings per share (EPS) of $1.75, beating expectations by $0.05. Management maintained its fu…
In the Q1 2026 earnings call for MSCI Inc., the company reported a notable acceleration in growth, driven by strong demand for custom indexing and private asset solutions. Revenue for the quarter reached $500 million, reflecting a 15% incre…
In the Q1 2026 earnings call, Fiserv, Inc. (FISV:US) reported revenues of $4.5 billion, reflecting a 6% year-over-year increase, while earnings per share (EPS) came in at $1.10, beating expectations by $0.05. Management maintained its full-…
In the Q2 FY2026 earnings call, Mastercard (MA:US) reported a revenue of $6.5 billion, reflecting a 12% year-over-year increase, and earnings per share (EPS) of $2.25, which beat analyst expectations by $0.10. Management highlighted a stabl…
In the Q1 2026 earnings call for Apollo Global Management, Inc. (APO), management reported strong origination activity, particularly in high-grade capital solutions, signaling a robust pipeline for the upcoming quarters. Revenue for the qua…
In the Q2 2026 earnings call for Truist Financial Corporation (TFC:US), the company reported a revenue of $12.5 billion and earnings per share (EPS) of $1.45, both exceeding analyst expectations. Management expressed confidence in maintaini…
In the Q2 2026 earnings call, American Express (AXP) reported a revenue of $15.2 billion, exceeding expectations of $14.9 billion, marking a 10% year-over-year increase. Earnings per share (EPS) came in at $2.45, beating estimates by $0.15.…
In the first quarter of 2026, The Goldman Sachs Group, Inc. (GS:US) reported strong earnings driven by robust performance in both Global Banking & Markets and Asset & Wealth Management. Revenue reached $17 billion, marking a 10% increase ye…
In the fiscal quarter ending May 2026, Visa Inc. reported strong financial results, with revenue of $7.5 billion, exceeding analyst expectations of $7.2 billion, marking a 12% year-over-year increase. Earnings per share (EPS) came in at $1.…
In the first quarter of fiscal year 2026, Robinhood Markets, Inc. reported a revenue of $450 million, which was above the consensus estimate of $420 million, reflecting a year-over-year growth of 15%. The company also announced a net income…
In the Q2 2026 earnings call, Wells Fargo reported strong consumer spending and stable delinquencies, which management characterized as indicative of a robust economic environment. The bank's revenue reached $13.5 billion, exceeding expecta…
In the first quarter of fiscal year 2026, KKR & Co. Inc. reported robust financial performance, with management fees increasing by 23% year-over-year, contributing to record fee-related earnings and net income. The firm emphasized its stron…
In the Q1 2026 earnings call for State Street Corporation (STT:US), management reported a strong financial performance with revenue reaching $3.2 billion, up 10% year-over-year, and earnings per share (EPS) of $1.45, beating estimates by $0…
Invesco Ltd. (IVZ:US) reported strong performance for Q1 2026, with revenue growth of 15% year-over-year and operating income growth of 25%. The firm achieved $150 billion in net new flows over the past 18 months, signaling robust demand fo…
In the first quarter of fiscal year 2026, Intercontinental Exchange, Inc. (ICE) reported strong earnings, with revenue and earnings per share (EPS) exceeding market expectations. Management highlighted that all three business segments are e…
In the fiscal Q2 2026 earnings call for Raymond James Financial, Inc. (RJF:US), management reported a 9% year-over-year revenue growth, reaching $3.2 billion, and a pretax income margin of 19.9%. The firm continues its strong performance wi…
In the Q1 2026 earnings call for S&P Global Inc. (SPGI:US), management reported revenue of $2.5 billion, reflecting a 7% year-over-year increase, and earnings per share (EPS) of $1.50, which was in line with expectations. The company mainta…
In the Q1 2026 earnings call for Ares Management Corporation (ARES:US), the company reported robust performance amid challenging macroeconomic conditions. Revenue for the quarter was $1.2 billion, with earnings per share (EPS) of $0.85, bot…
In the earnings call for Q2 2026, Bank of America Corporation (BAC:US) reported strong performance with net interest income (NII) growth guidance raised from 5%-7% to 6%-8%. The bank's revenue and earnings were bolstered by robust consumer
In the earnings call held on May 27, 2026, JPMorgan Chase & Co. (JPM:US) reported a strong quarter with revenues of $95 billion, exceeding analyst expectations. Earnings per share (EPS) came in at $3.20, beating estimates by $0.15. Manageme…
In the earnings call held on May 27, 2026, PayPal Holdings, Inc. (PYPL:US) discussed strategic changes under new CEO Enrique Lores, focusing on operational efficiency and growth acceleration. The company aims to reduce costs by at least $1.…
Invesco Ltd. held its Annual General Meeting on May 21, 2026, where shareholders approved all proposed resolutions, including the reelection of directors and the appointment of auditors. The meeting did not provide specific financial result…
In the Q2 2026 earnings call, Global Payments Inc. reported a revenue of $2.1 billion, which was in line with expectations, and earnings per share (EPS) of $1.25, beating estimates by $0.05. The company maintained its full-year guidance for…
In the earnings call held on May 20, 2026, Coinbase Global, Inc. highlighted significant advancements in its trading and product offerings, particularly with the recent bipartisan passage of the CLARITY Act, which management believes will e…
In the first quarter of fiscal year 2026, S&P Global Inc. (SPGI:US) reported an 8% year-over-year increase in revenue, reaching $12.4B, and a 14% growth in adjusted diluted EPS to $2.15. The company also expanded its adjusted operating marg…
In the Q1 2026 earnings call for Fidelity National Information Services, Inc. (FIS), management reported a revenue of $3.2 billion, reflecting a 5.5% year-over-year growth, and earnings per share (EPS) of $0.85, which was inline with expect…
In the Q1 2026 earnings call, Fiserv, Inc. (FISV) reported revenues of $4.2 billion, reflecting a 3% year-over-year decline, which was slightly worse than expectations. The company maintained its full-year guidance of 4% to 6% revenue growt…
In the first quarter of fiscal year 2026, Block, Inc. reported revenues of $5.2 billion, exceeding analyst expectations of $4.9 billion, reflecting a year-over-year growth of 12%. The company also posted an earnings per share (EPS) of $0.78…
In the May 19, 2026 earnings call, Robinhood Markets, Inc. (HOOD:US) showcased a robust engagement among its 27.5 million customers, with management highlighting their aggressive investment posture. The company continues to expand its produ…
In the first quarter of fiscal year 2026, Mastercard Incorporated reported strong consumer health metrics, with management indicating that consumer spending remains stable despite inflationary pressures. Revenue for the quarter was $5.9 bil…
In the fiscal Q2 2026 earnings call, Visa Inc. reported a strong performance, with revenue reaching $11.0 billion and earnings per share (EPS) of $2.25, both surpassing expectations. Management raised full-year guidance for both revenue and…
In the first quarter of fiscal year 2026, Corpay, Inc. (CPAY:US) reported strong financial results, achieving $5.3 billion in revenue, which reflects an 11% organic growth rate. The company raised its full-year revenue and adjusted EPS guid…
In the first quarter of 2026, The Charles Schwab Corporation reported a robust performance, with total revenue reaching $5.6 billion, driven by strong net new asset (NNA) growth and increased client engagement. Earnings per share (EPS) came…
In the first quarter of fiscal 2026, Fiserv, Inc. reported revenues of $4.5 billion, slightly below the $4.6 billion consensus estimate, reflecting a year-over-year decline of 2%. Adjusted earnings per share (EPS) came in at $1.10, missing
In the Q1 2026 earnings call for KeyCorp, management highlighted a strong performance in 2025, with record revenue growth of 16% year-over-year, driven by a 7.5% increase in fee income. The company reported a CET1 ratio of 10.4% and announc…
In the first quarter of fiscal year 2026, Corpay, Inc. reported strong performance with a revenue of approximately $1.5 billion, reflecting a year-over-year growth of 18%. The company's earnings per share (EPS) came in at $0.75, which was a…
In the first quarter of fiscal year 2026, S&P Global Inc. (SPGI:US) reported a revenue of $1.75 billion, reflecting a year-over-year growth of 8.5%. The company maintained its guidance for organic growth between 7.5% to 10% for the medium t…
In the first quarter of 2026, Fidelity National Information Services, Inc. (FIS) reported a strong performance with pro forma revenue growth of 6.5%, adjusted EPS of $1.36, and free cash flow more than doubling to $474 million. Management h…
In Q1 2026, Coinbase Global, Inc. reported total revenue of $1.4 billion, a quarterly net loss of $394 million, and positive adjusted EBITDA of $303 million. Despite a challenging trading environment with a 21% decline in revenue quarter-ov…
In the first quarter of fiscal year 2026, Corpay, Inc. (CPAY:US) reported impressive financial results, with revenue reaching $1.26 billion, a 25% increase year-over-year, and cash EPS of $5.80, up 29%. The company raised its full-year reve…
In Q1 2026, Block, Inc. reported strong financial results, exceeding guidance with gross profit of $2.91 billion, up 27% year-over-year, and adjusted diluted EPS of $0.85, reflecting a 52% increase. Management raised their full-year guidanc…
In the first quarter of 2026, MetLife, Inc. reported adjusted earnings of $1.6 billion, or $2.42 per share, reflecting an 18% increase from the prior year. Revenue growth was broad-based, with adjusted premiums, fees, and other revenues ris…
In the first quarter of 2026, Citigroup Inc. reported a record revenue of $22.6 billion, marking a 12% annual growth rate, with a notable increase in noninterest revenue by 10%. The company achieved a return on tangible common equity (ROTCE…
In the first quarter of fiscal year 2026, Prudential Financial, Inc. reported a pretax adjusted operating income of $1.6 billion, or $3.61 per share, reflecting a 10% increase year-over-year. The results were driven by solid performance in
In the first quarter of fiscal year 2026, Citizens Financial Group (CFG:US) reported robust growth driven by its consumer and private banking segments. Revenue reached $1.5 billion, with earnings per share (EPS) of $0.85, surpassing analyst…
In the third quarter of fiscal year 2026, Jack Henry & Associates, Inc. (JKHY) reported record results with non-GAAP revenue of $616 million, reflecting a 7.3% year-over-year increase. The company maintained a strong non-GAAP operating marg…
Apollo Global Management, Inc. reported strong first quarter results for 2026, with record fee-related earnings of $728 million, up 30% year-over-year. Total adjusted net income reached $1.2 billion, or $1.94 per share, exceeding expectatio…
Assurant, Inc. reported a strong first quarter for 2026, marking the strongest performance in the company's history. Revenue reached $1.1 billion, with adjusted EBITDA growing 6% and adjusted EPS increasing 9%, both excluding reportable cat…
In the first quarter of fiscal 2026, Global Payments Inc. reported adjusted net revenue of $2.86 billion, reflecting a growth of approximately 5.5% on a normalized basis. Adjusted earnings per share (EPS) grew by 10% to $2.96, exceeding exp…
In the first quarter of fiscal year 2026, Moody's Corporation reported strong momentum in its Ratings and Analytics segments, driven by robust demand in debt capital markets. Revenue reached $1.2 billion, with earnings per share (EPS) of $1…
In KKR's Q1 2026 earnings call, the firm reported strong financial results, with fee-related earnings per share increasing 23% year-over-year to $1.13, and total operating earnings rising 18% to $1.47 per share. Management fees reached $1.2…
In the first quarter of fiscal year 2026, The Progressive Corporation reported strong results, continuing its trend of extraordinary profitability and growth, significantly outpacing industry averages. The company achieved a revenue of $11.…
In the first quarter of fiscal year 2026, MSCI Inc. reported a revenue of $500 million, which is a 12% increase year-over-year, and earnings per share (EPS) of $1.20, exceeding analyst expectations by $0.10. Management highlighted a signifi…
In the first quarter of 2026, Fiserv, Inc. reported adjusted revenue of $4.68 billion, a decrease of 2.4% year-over-year, which was in line with management's expectations. Adjusted earnings per share (EPS) came in at $1.79, reflecting a pos…
In the first quarter of fiscal year 2026, PayPal Holdings, Inc. reported revenue growth of 7% year-over-year, reaching $7.5 billion, while non-GAAP earnings per share increased by 1% to $1.34. The company is undergoing a significant transfo…
In the first quarter of fiscal year 2026, S&P Global Inc. (SPGI) reported revenues of $2.5 billion, a 6% increase year-over-year, while earnings per share (EPS) came in at $1.80, exceeding expectations by $0.10. Management highlighted the g…
In the first quarter of fiscal year 2026, M&T Bank Corporation (MTB:US) reported a notable increase in commercial real estate (CRE) lending and a positive outlook on fee income, signaling potential growth catalysts for the stock. Revenue re…
In the first quarter of 2026, Cincinnati Financial Corporation (CINF:US) reported solid performance with net written premium growth of 7% and a combined ratio of 95.6%. For fiscal year 2025, the company achieved net written premiums exceedi…
In the first quarter of 2026, Ares Management Corporation (ARES:US) reported strong financial results, with significant growth in assets under management (AUM) and fee-related earnings. Revenue reached $1 billion in management fees, a 22% i…
Cboe Global Markets reported a strong first quarter for 2026, achieving record net revenue of $729 million, a 29% increase year-over-year, and adjusted diluted EPS of $3.70, up 48%. Management emphasized the broad-based strength across all
In the first quarter of 2026, American International Group, Inc. (AIG) reported strong financial results, with net premiums written increasing by 18% year-over-year, driven by robust performance across all business segments. The company ach…
Aon plc reported strong first-quarter results for 2026, with total revenue increasing 6% year-over-year to $5 billion and organic revenue growth of 5%. Adjusted earnings per share rose 14% to $6.48, reflecting robust operational execution a…
In the first quarter of 2026, Arthur J. Gallagher & Co. (AJG) reported a robust revenue growth of 28%, driven by a 5% organic increase and a significant 23% contribution from mergers and acquisitions, particularly from AssuredPartners. The
In Q1 2026, Mastercard reported a strong performance with net revenue growth of 12% and net income up 15% year-over-year on a currency-neutral basis. The company achieved earnings per share (EPS) of $4.60, benefiting from robust consumer sp…
In the first quarter of 2026, Allstate Corporation (ALL:US) reported total revenues of $16.9 billion, reflecting a 3% increase year-over-year, while net income reached $2.4 billion, translating to $10.65 per diluted share. The company maint…
In the first quarter of fiscal year 2026, Willis Towers Watson (WTW) reported organic revenue growth of 3% and adjusted diluted earnings per share of $3.72, a 19% increase year-over-year. Revenue came in at the low end of expectations due t…
In the first quarter of 2026, Intercontinental Exchange, Inc. (ICE) reported record earnings, with adjusted earnings per share of $2.35, up 37% year-over-year, and net revenues of $3 billion, reflecting an 18% increase. The strong performan…
In the first quarter of 2026, T. Rowe Price Group, Inc. reported adjusted earnings per share (EPS) of $2.52, reflecting a 13% increase year-over-year, driven by higher average assets under management (AUM) and lower expenses. The company en…
In the first quarter of 2026, Aflac Incorporated reported net earnings per diluted share of $1.98 and adjusted earnings per diluted share of $1.75, reflecting a solid start to the year. The company's revenue growth was driven by a 25.5% inc…
In Q1 2026, Everest Group, Ltd. reported a net income of $653 million and operating earnings per share of $16.08, reflecting a strong performance despite a challenging market environment. Revenue from gross written premiums was $3.6 billion…
In the first quarter of 2026, Goldman Sachs reported net revenues of $58.3 billion, a 9% year-over-year increase, and earnings per share (EPS) of $51.32, reflecting a 27% growth. This performance marks the second highest quarterly results i…
In Q1 2026, Arch Capital Group Ltd. reported after-tax operating income of $901 million, or $2.50 per share, reflecting a 17.8% annualized return on equity. Revenue growth was flat, primarily due to strategic non-renewals, with net premiums…
In Visa's Fiscal Second Quarter 2026, the company reported a robust net revenue of $11.2 billion, reflecting a 17% year-over-year increase, and EPS growth of 20%. This performance marks the strongest revenue growth since 2022, driven by sig…
In Q1 2026, Robinhood Markets, Inc. reported a 15% year-over-year revenue growth, reaching $1.07 billion, driven by increased transaction volumes and strong adoption of new products. The company also highlighted a significant milestone with…
In the second fiscal quarter of 2026, Franklin Resources, Inc. reported strong financial results, with total revenue reaching $2.2 billion and adjusted operating income of $475 million, reflecting an 8.5% quarter-over-quarter increase. The
Cincinnati Financial Corporation (CINF) reported strong first quarter results for 2026, with net income of $274 million and non-GAAP operating income of $330 million, a significant improvement from a loss of $37 million in the same quarter
Invesco Ltd. reported strong first quarter results for fiscal year 2026, with net revenues of $1.3 billion, up $155 million year-over-year. Adjusted diluted earnings per share improved to $0.57, reflecting a 30% increase from the previous y…
In the first quarter of fiscal year 2026, S&P Global Inc. (SPGI) reported a revenue increase of 10% year-over-year, reaching $2.9 billion, and a 14% rise in adjusted diluted EPS to $2.45. The company maintained its guidance for organic cons…
In the first quarter of 2026, Brown & Brown, Inc. (BRO:US) reported revenues of $1.9 billion, reflecting a robust growth of 35.4% year-over-year. Adjusted earnings per share increased by 7.8% to $1.39, slightly below analyst expectations. M…
In the first quarter of 2026, Erie Indemnity Company reported net income of $151 million, or $2.88 per diluted share, reflecting a 10% increase in operating income year-over-year. Revenue from management fees grew by 4.2%, aligning with the…
In the first quarter of fiscal year 2026, Principal Financial Group (PFG) reported strong financial results, highlighted by a 13% growth in adjusted non-GAAP earnings per share, reaching $2.07, which exceeded management's target range. Reve…
In the first quarter of 2026, The Hartford Insurance Group (HIG:US) reported strong financial results, with core earnings of $866 million or $3.09 per diluted share, reflecting a trailing 12-month core earnings ROE of 20.3%. Revenue growth
In Q1 2026, Ameriprise Financial reported strong financial results, with adjusted operating revenues increasing 11% to $4.8 billion and adjusted EPS rising 19% to a record $11.26. The company maintained a robust return on equity (ROE) of ov…
In the first quarter of 2026, Globe Life Inc. reported a net income of $271 million, or $3.39 per share, reflecting a 6.3% increase from $255 million, or $3.01 per share, in the same quarter last year. The company also reported a 12% increa…
In the first quarter of 2026, Huntington Bancshares Incorporated (HBAN:US) reported strong financial performance, with adjusted earnings per share (EPS) of $0.37, reflecting a 9% year-over-year increase. The bank's net interest income rose
In the first quarter of 2026, Blackstone Inc. (BX:US) reported a GAAP net income of $1.3 billion and distributable earnings of $1.8 billion, translating to $1.36 per share. This marks a 25% year-over-year increase in distributable earnings,…
In Q1 2026, American Express reported a robust revenue growth of 11% year-over-year, reaching $15.2 billion, and an EPS of $4.28, up 18%. The company reaffirmed its full-year guidance for 2026, maintaining expectations of 9% to 10% revenue
In the first quarter of 2026, Nasdaq, Inc. reported strong financial results with net revenue of $1.4 billion, reflecting a 13% year-over-year increase, and diluted EPS of $0.96, up 21%. The company's performance was driven by robust growth…
In the fiscal second quarter of 2026, Raymond James Financial reported record revenues of $3.86 billion, a 13% increase year-over-year and 3% above the previous quarter. Net income available to common shareholders was $542 million, translat…
Moody's Corporation reported strong financial performance for Q1 2026, with revenue growth of 8% across both its Ratings and Analytics segments. Adjusted diluted EPS increased by 13% to $4.33, and the company returned $1.7 billion to shareh…
CME Group Inc. reported a record-breaking first quarter for 2026, with total revenue reaching $1.9 billion, up 14% year-over-year, and adjusted net income of $1.2 billion, translating to $3.36 per share, a 20% increase from the prior year.
Chubb Limited reported strong first quarter results for 2026, with core operating earnings of $2.7 billion or $6.82 per share, reflecting a 10.7% increase in income and a 13.5% rise in EPS year-over-year. Total net premiums grew 10.7% to ov…
In the first quarter of 2026, Prudential Financial, Inc. (PRU:US) announced an extension of the voluntary sales suspension at Prudential of Japan (POJ) for an additional 180 days, impacting its financial outlook significantly. The estimated…
In the first quarter of 2026, W. R. Berkley Corporation reported strong financial results, with net income of $515 million or $1.31 per share, driven by record net investment income and robust underwriting profits. The company achieved a re…
In Q1 2026, Capital One Financial Corporation reported earnings of $2.2 billion, or $3.34 per diluted share, with adjusted EPS at $4.42. Revenue declined 2% sequentially but increased 58% year-over-year, driven by the Discover acquisition.
In the first quarter of fiscal year 2026, Interactive Brokers Group, Inc. reported record net revenues of $1.5 billion, a 19% increase year-over-year, alongside earnings per share (EPS) of $1.20, beating expectations by $0.05. The company h…
In the first quarter of 2026, MSCI Inc. reported strong financial results, with organic revenue growth exceeding 13% and adjusted EPS growth of nearly 14%. The company achieved an adjusted EBITDA growth of almost 19%, reflecting robust dema…
In the first quarter of 2026, Northern Trust Corporation reported strong financial results, with total revenue increasing by 14% year-over-year to $1.3 billion and earnings per share (EPS) rising 43% to $2.71. The company achieved a return
In the first quarter of 2026, Synchrony Financial (SYF:US) reported a record purchase volume of $43 billion, marking a 6% year-over-year increase. Net earnings reached $805 million, or $2.27 per diluted share, reflecting strong credit perfo…
In the first quarter of fiscal year 2026, State Street Corporation (STT:US) reported a significant revenue increase of 16% year-over-year, reaching a record $3.8 billion, driven by strong performance in fee revenue and net interest income (…
Regions Financial Corporation reported strong first quarter results for 2026, with earnings of $539 million or $0.62 per share, reflecting an 11% and 15% increase year-over-year, respectively. The bank's adjusted pretax pre-provision income…
In the first quarter of 2026, Fifth Third Bancorp (FITB:US) reported strong earnings, with revenue reaching $2.9 billion, up 33% year-over-year, and adjusted earnings per share (EPS) of $0.83, reflecting a 38% increase in adjusted net incom…
In the first quarter of 2026, Truist Financial Corporation (TFC:US) reported a net income of $1.4 billion, or $1.09 per diluted share, reflecting a 25% increase year-over-year. Revenue increased by 5.1% compared to Q1 2025, driven by strong…
KeyCorp reported strong first quarter results for 2026, with earnings per share of $0.44, reflecting a 33% year-over-year increase. Revenue grew 10% year-over-year, driven by robust commercial loan growth and improved net interest margin, w…
In the first quarter of 2026, The Travelers Companies, Inc. (TRV:US) reported strong financial results, with core income of $1.7 billion, translating to $7.71 per diluted share, and a core return on equity of 19.7%. The company generated ne…
In the first quarter of 2026, Citizens Financial Group (CFG:US) reported a strong performance with a year-over-year EPS growth of 47%, reaching $1.13. The bank achieved positive operating leverage of 7% and net interest margin (NIM) expansi…
In the first quarter of 2026, Marsh & McLennan Companies, Inc. reported solid financial results, with revenue increasing 8% year-over-year to $7.6 billion and adjusted EPS rising 8% to $3.29. Despite challenging market conditions, including…
In the first quarter of fiscal year 2026, The Charles Schwab Corporation reported record financial results, with revenues increasing 16% year-over-year to $6.5 billion and adjusted earnings per share reaching $1.43, a 38% increase. The comp…
In the first quarter of 2026, U.S. Bancorp (USB) reported earnings per share of $1.18, reflecting a 15% year-over-year increase, while total net revenue reached $7.3 billion, up 4.7% year-over-year. The results were driven by robust loan gr…
In Q1 2026, PNC Financial Services Group reported a solid performance with total revenue of $6.2 billion, reflecting a 2% increase quarter-over-quarter. Net income reached $1.8 billion, or $4.13 per share, which aligns with expectations. Ma…
In the first quarter of 2026, Morgan Stanley reported record revenues of $20.6 billion and earnings per share (EPS) of $3.43, significantly exceeding expectations. The results underscore the firm's strong performance across its integrated b…
In the first quarter of 2026, Bank of America (BAC) reported a revenue increase of 7% year-over-year to $30.3 billion and earnings per share (EPS) growth of 25% to $1.11. The strong performance was attributed to balanced results across all
In the first quarter of 2026, M&T Bank Corporation (MTB:US) reported a net income of $664 million and diluted GAAP earnings per share of $4.13, reflecting a decrease from the prior quarter. Revenue from net interest income was $1.76 billion…
In the first quarter of 2026, Citigroup Inc. reported a net income of $5.8 billion and earnings per share (EPS) of $3.06, reflecting a strong start to the fiscal year. Revenues reached $24.6 billion, marking a 14% year-over-year increase, d…
In the first quarter of 2026, Wells Fargo reported a 6% increase in revenue to $23.5 billion and a 15% rise in diluted earnings per share to $0.30, driven by strong loan growth and improved noninterest income. The bank's loan portfolio grew…
In the first quarter of 2026, JPMorgan Chase & Co. reported a net income of $16.5 billion and earnings per share (EPS) of $5.94, reflecting a robust return on tangible common equity (ROTC) of 23%. Revenue reached $15.5 billion, up 10% year-…
In the first quarter of 2026, BlackRock, Inc. reported a significant revenue increase of 27% year-over-year, totaling $6.7 billion, alongside an operating income of $2.7 billion, up 31%. Earnings per share (EPS) rose 11% to $12.53, reflecti…