8-K ·Filed Apr 17, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▼ Bearish
Despite solid capital metrics and dividend growth, the earnings and revenue miss may pressure the stock. Monitor management's guidance for 2026 and loan growth trends in the next quarter.
Final — all horizons settled through T+60d
FNB ▲ +5.85% at T+60d
SHORT call ✗ call lost -5.85% · α vs SPY +0.29% · entry $17.94 → $18.99
T+1d
-0.61%
call +0.61% · α +0.42%
$17.83
settled 6mo ago
T+5d
-2.34%
call +2.34% · α +2.90%
$17.52
settled 6mo ago
T+20d
-3.29%
call +3.29% · α +8.66%
$17.35
settled 6mo ago
T+60d
+5.85%
call -5.85% · α +0.29%
$18.99
settled 3mo ago
Price Chart
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Executive Summary
FNB reported Q1 2026 earnings with $0.38 EPS and $450.3 million in revenue, missing consensus estimates. The bank maintained strong capital levels and announced a $300 million share repurchase program.
Key Financial Metrics
EPS
$0.38
est $0.42 · -9.5%
Revenue
$450.3M
est $468.0M · -3.8% · +9.4% YoY
Rating
miss
Key Facts
- EPS of $0.38 missed consensus of $0.42 by 9.3%
- Revenue of $450.3 million missed consensus of $468 million
- Tangible book value per share increased 11.4% year-over-year to $12.06
- Authorized $300 million share repurchase program
- Declared 8% dividend increase to $0.13 per share
Financial Impact
$0.04 EPS miss, $17.7 million revenue miss
epsrevenue
Risk Factors
- Earnings and revenue miss could pressure stock price
- Lower net interest margin (3.25%) compared to prior quarter
- Potential for reduced investor confidence due to miss
Market Snapshot
Exchange
NYSE
Sector
National Commercial Banks
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000037808-26-000009 |
| Document: fnb-20260416.htm | 0000037808-26-000009 |
| Document: 0000037808-26-000009-index-headers.html | 0000037808-26-000009 |
| Document: 0000037808-26-000009-index.html | 0000037808-26-000009 |
| Document: 0000037808-26-000009.txt | 0000037808-26-000009 |
| 8-K Data (Synthetic) | 0000037808-26-000009 |
9 reports for FNB
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $18.18 | awaiting T+5 | — | $18.24 (+0.33%) |
Oct 20, 2026 7d ago | 8-K | $17.66 $18.24 | ▼ −3.28% | ▼ −3.20% | $18.24 (−3.28%) |
Oct 19, 2026 8d ago | Press Release | $17.66 $18.24 | ▲ +3.28% | ▲ +3.20% | $18.24 (+3.28%) |
Sep 29, 2026 28d ago | Press Release | $17.32 $17.28 | ▼ −0.23% | ▼ −2.18% | $18.24 (+5.31%) |
Jul 29, 2026 12w ago | Press Release | $19.00 $19.21 | ▲ +1.11% | ▼ −4.42% | $18.24 (−4.00%) |
Jul 17, 2026 14w ago | 8-K | $19.16 $18.87 | ▲ +1.51% | ▲ +0.83% | $18.24 (+4.80%) |
Jul 16, 2026 14w ago | Press Release | $19.16 $18.87 | ▼ −1.51% | ▼ −0.83% | $18.24 (−4.80%) |
Apr 17, 2026 27w ago | 8-K | $17.94 $17.52 | ▲ +2.34% | ▲ +2.90% | $18.24 (−1.67%) |
Mar 25, 2026 30w ago | DEFA14A | $16.49 $16.90 | ▲ +2.49% | ▲ +2.73% | $18.24 (+10.61%) |
Showing 9 of 9
US Market Status
Market Closed — Opens Wed (< 1m)
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