Obviously still very early days but there is a part of me that is worried this guy got overvalued more because he looks the part than is
PNC REVENUE: Q1 2024 vs Q3 2026
Metric Q1 2024 Q3 2026 Change
Total revenue $5.15B $6.56B +27%
Net interest income $3.26B $4.21B +29%
Noninterest income $1.88B $2.36B +25%
Diluted EPS (GAAP) $3.10 $4.97 +60%
Adjusted EPS $3.36 $5.09 +51%
Net interest margin 2.57% 2.94% +37
STOCK PERFORMANCE vs S&P
FISV – Lyons exit (post) Jun 15 $47.91 $62.88 +31.2% -2.3% +33.6
TFC – Lyons Day 1 Aug 31 $49.58 $49.38 -0.4% -4.0% +3.6