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PNC Profit Jumps 25% to Record as FirstBank Deal Closes and Buybacks Set to Ramp

The bank targets $600 million to $700 million of share repurchases in the first quarter of 2026.

Overview

  • Fourth-quarter profit rose to $2.03 billion, or $4.88 per share, up from $1.63 billion a year earlier.
  • Total revenue reached a record $6.07 billion as net interest income increased 6% to $3.73 billion on loan growth, lower deposit costs and asset repricing.
  • Capital markets and advisory fees climbed 41% to $489 million, supported by a 2025 global M&A tally that exceeded $5 trillion.
  • PNC completed its $4.1 billion acquisition of FirstBank this month, expanding its presence in Colorado and Arizona.
  • Management projects 2026 growth with guidance for roughly 11% higher total revenue, about 14% net interest income growth and positive operating leverage of around 400 basis points.