Wells Fargo (WFC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 14, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.37

Last Year’s EPS

1.28

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 14, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented multiple strong operational and financial positives: double-digit EPS growth, broad-based revenue increases across segments, loan and deposit growth, robust consumer and wealth flows, active capital returns, and completion of legacy regulatory orders. Offsetting these positives are near-term margin pressure (NIM compression), higher expenses due to strategic investments and revenue-related compensation, a few specific business weaknesses (home lending and CRE comparables), and the need to monitor a large NDFI exposure and an isolated fraud-related loss. Management expressed confidence in execution, reiterated 2026 guidance (including $50B+ NII and ~$55.7B noninterest expense), and views proposed capital rule changes as constructive. On balance, the highlights materially outweigh the lowlights and management’s tone is constructive and forward-looking.

Company Guidance

Management reiterated 2026 guidance and key estimates: net interest income of about $50 billion (±), roughly $2 billion of Markets NII, and noninterest expense near $55.7 billion; they expect average loan growth of mid‑single digits from Q4‑2025 to Q4‑2026 (Q1 average loans were +4% YTD; period‑end loans were +11% YoY and exceeded $1.0 trillion), with NII expected to grow through the year but some NIM compression anticipated (Q1 saw a 13 bps Q‑on‑Q decline and more compression next quarter); their planning assumed 2–3 Fed cuts (market now expects fewer, which would modestly help NII ex‑Markets). On capital, they estimate proposed rule changes could reduce RWAs by ~7%, expect to remain around a 1.5% G‑SIB surcharge, and are maintaining a CET1 target range of 10.0%–10.5% (Q1 CET1 10.3%); Q1 capital actions included $5.4 billion returned to shareholders, including $4.0 billion of buybacks.

Strong Earnings and Revenue Growth

Diluted EPS increased 15% year-over-year; revenue rose 6% year-over-year, driven by a 5% increase in net interest income and an 8% increase in noninterest income.

Balance Sheet Growth

Period-end loans grew 11% year-over-year and exceeded $1.0 trillion for the first time since 2020; deposits increased 7% year-over-year.

Broad-Based Segment Momentum

All operating segments increased revenue year-over-year: Consumer Banking & Lending +7%, Commercial Banking +7%, Banking revenue in CIB +11%, Markets revenue +19%, Wealth & Investment Management +14%.

Pre-Tax, Pre-Provision Profit Expansion

Pre-tax, pre-provision profit grew 14% year-over-year as revenue grew faster than expenses.

Strong Consumer Product Traction

Credit card new account growth nearly +60% year-over-year; credit card revenue +5% year-over-year; consumer checking account openings +15% year-over-year; mobile active users surpassed 33 million.

Auto Financing Acceleration

Auto originations more than doubled versus a year ago and auto revenue increased 24% year-over-year, benefiting from preferred relationships with Volkswagen and Audi.

Wealth and Asset Growth

Wealth & Investment Management client assets grew 11% year-over-year to $2.2 trillion; company-wide net asset flows reached highest level in over ten years.

Capital Return and Capital Position

Returned $5.4 billion to shareholders in the quarter, including $4.0 billion in common share repurchases; CET1 ratio at 10.3% (within stated 10.0%-10.5% target) and common shares outstanding down ~6% year-over-year.

Regulatory Progress

Closed final outstanding consent order in March, completing termination of 14 orders since 2019, allowing focus on accelerating growth and returns.

Constructive Regulatory Rule Outlook

Preliminary analysis of proposed capital rules suggests risk-weighted assets could decline by ~7% under current proposals and G-SIB surcharge expected to remain around 1.5%, which management views as constructive.

Wells Fargo (CH:WFC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CH:WFC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 14, 2026	2026 (Q2)	1.37 / -	1.285	―	―	―
Apr 14, 2026	2026 (Q1)	1.27 / 1.28	1.116	15.11% (+0.17)
Jan 14, 2026	2025 (Q4)	1.34 / 1.30	1.148	13.29% (+0.15)
Oct 14, 2025	2025 (Q3)	1.24 / 1.33	1.14	16.90% (+0.19)
Jul 15, 2025	2025 (Q2)	1.13 / 1.28	1.068	20.30% (+0.22)
Apr 11, 2025	2025 (Q1)	0.98 / 1.12	0.964	15.83% (+0.15)
Jan 15, 2025	2024 (Q4)	1.09 / 1.15	0.691	66.28% (+0.46)
Oct 11, 2024	2024 (Q3)	1.03 / 1.14	1.189	-4.05% (-0.05)
Jul 12, 2024	2024 (Q2)	1.04 / 1.07	1.004	6.40% (+0.06)
Apr 12, 2024	2024 (Q1)	0.86 / 0.96	0.988	-2.44% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CH:WFC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 14, 2026	CHF66.60	CHF64.26	-3.51%
Jan 14, 2026	CHF49.62	CHF49.62	0.00%
Oct 14, 2025	CHF49.26	CHF49.26	0.00%
Jul 15, 2025	CHF48.91	CHF48.91	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.