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    WFC
    Earnings call· Jun 2026(Q2 FY26)

    WELLS FARGO & COMPANY/MN Q2 FY26 earnings call WFC

    Jul 14, 2026 Source

    Executive summary

    Wells Fargo Q2 FY26 — Broad-Based Growth and Improved Returns

    Wells Fargo delivered strong Q2 FY26 results, driven by broad-based revenue growth and disciplined expense management, leading to improved returns. The company is benefiting from economic strength and strategic investments, with a focus on growing fee-based revenues and optimizing its balance sheet. Management remains confident in achieving its 17-18% ROTCE target, despite near-term NIM compression from strategic growth initiatives.

    Highlights

    5
    • Diluted EPS grew 25% to $2.00 in Q2 FY26.

    • Revenue grew 9% from a year ago, with Net Interest Income up 5% and noninterest income up 13%.

    • Return on Tangible Common Equity (ROTCE) increased from 15.2% a year ago to 17.7% in Q2 FY26.

    • Returned over $9.8 billion of capital to shareholders in H1 FY26, including $7 billion in common stock repurchases.

    • Headcount declined for 24 consecutive quarters, down 3,500 QoQ and 15,000 YoY to 197,000.

    Concerns

    3
    • Net interest margin (NIM) declined 4 basis points from Q1 FY26, with modest compression expected in Q3 FY26.

    • Growth in new credit card accounts puts pressure on short-term profitability due to significant upfront costs, taking 2-3 years to season.

    • Noninterest-bearing deposits are now expected to be relatively stable for the full year, a negative shift from original expectations.

    Guidance & targets

    9
    CategoryTargetConfidence
    Full-year 2026 Net Interest Income
    $50 billion, plus or minus
    high materiality
    High
    Full-year 2026 Net Interest Income (excluding markets)
    approximately $48 billion
    medium materiality
    High
    Full-year 2026 Average Loan Growth
    higher in the mid-single-digit increase
    medium materiality
    High
    Full-year 2026 Noninterest Expense
    approximately $55.7 billion
    high materiality
    High
    Third Quarter Common Stock Dividend
    increase by 11% to $0.50 per share
    high materiality
    High
    Medium-term ROTCE
    17% to 18%
    high materiality
    High
    Net Interest Margin trajectory
    modest net interest margin compression in the third quarter broadly in line with the second quarter's decline from the first quarter before stabilizing in the fourth quarter
    high materiality
    Medium
    Full-year 2026 Noninterest-bearing deposits
    relatively stable
    medium materiality
    Medium
    Full-year 2026 Markets NII
    approximately $2 billion
    medium materiality
    Medium

    Segment performance

    10
    SegmentRevenueYoYQoQMargin
    Consumer Banking and Lending
    Revenue growth driven by investments in marketing and digital account openings. Auto business benefiting from becoming preferred financing provider for Volkswagen and Audi.
    Consumer primary checking accounts: 13 consecutive quarters of YoY growthNew credit card accounts: 46% increase YoYMobile active users: $33.7 millionMobile active users increase: $1.6 million YoYPremier client assets: 13% increase YoYAuto originations: 41% increase YoYAuto average balances: 31% increase YoY
    6% growth6%
    Wealth and Investment Management
    Growth driven by increased market valuations and positive net flows. Investments in technology platform and Advisor Gateway are improving productivity and client experience.
    Client assets: $2.4 trillionClient assets growth: 15% YoYNet flows: 4 consecutive quarters of positive net flowsAverage deposits: 10% increase YoYAverage loans: 12% increase YoYSecurities-based lending average balances: 31% increase YoY
    13% growth13%
    Corporate Investment Bank
    Record quarter for investment banking fees across the firm. Growth driven by balance sheet deployment, senior talent, technology investments, and favorable market environment.
    Markets revenue growth: 24% YoYBanking revenue growth: 20% YoYLeveraged finance market share: 7.2%Leveraged finance rank: #3Equity capital markets share: 3.8%Equity capital markets share increase: 74 basis points YoYM&A rank: #4 among U.S. advisers by announced deal volume (climbed from #9)Non-agency CMBS book runner: #1Real estate loan syndications: #1CRE CLOs: #1Average trading-related assets: 41% increase YoYAverage loans: 26% increase YoY
    16% growth16%
    Commercial Banking
    Investments in 20 high-density markets and focus on delivering investment banking and market products are driving strong results.
    Average loans (absent transfers): 9% growth YoYAverage deposits (absent transfers): 10% growth YoY
    6% growth6%
    Treasury Management and Payments (across Commercial Bank and CIB)
    Revenue growth driven by investments in coverage teams and payment platforms, including innovation using blockchain technology.
    5% growth5%
    Consumer Small and Business Banking
    Driven by higher deposit and loan balances, wider deposit spreads, and growth in noninterest income.
    8% growth8%
    Credit Card
    Due to higher loan balances.
    2% growth2%
    Home Lending
    Reflecting lower loan balances and continued reduction in servicing business, though rate of reduction has slowed.
    Third-party mortgage loans serviced for others: 21% reduction YoY
    7% decline-7%
    Auto
    Due to higher loan balances, with strong credit performance.
    Auto originations: 41% increase YoYAuto originations: stable from Q1 FY26
    33% increase33%
    Commercial Real Estate (CIB)
    Higher capital markets activity and loan balances offset by lower interest rates.
    1% decline-1%

    Operational metrics

    15
    Discrete tax benefit
    $132 million
    Q2 FY26

    Related to the resolution of prior period matters.

    Noninterest expense increase
    $282 million2% from a year ago
    Q2 FY26

    Driven by higher revenue-related incentive compensation, technology, and advertising costs, partially offset by efficiency initiatives.

    Markets business asset increase
    $200 billion
    Since end of 2024

    Reflects re-emergence into financing activity post-asset cap, at a pace not sustainable forever.

    Headcount
    197,000down 3,500 from last quarter, down 15,000 from last year, down 79,000 from 6 years ago
    Q2 FY26

    Reflects continued expense discipline and efficiency initiatives.

    Credit card vintage seasoning
    2 to 3 years
    Future

    Time for vintages to season and earn through upfront costs related to marketing, promotional rates, onboarding, and allowance.

    Credit card new account acquisition performance
    Strongversus original assumptions
    Q2 FY26

    Includes strong credit performance, giving confidence in future profitability.

    Mobile app satisfaction rank
    #2moved up
    2026

    Reflects investments in improving customer experience.

    Wealth and Investment Management technology investment
    Over $1 billion
    Past several years

    Investment to modernize the technology platform.

    Leveraged finance market share
    7.2%
    Year-to-date

    Reflects successful execution of growth plan in Corporate Investment Bank.

    Equity capital markets share
    3.8%increased 74 basis points from a year ago
    Q2 FY26

    Reflects successful execution of growth plan in Corporate Investment Bank.

    M&A rank (U.S. advisers by announced deal volume)
    #4climbed from #9
    Q2 FY26

    Reflects active role in advising clients on franchise defining transactions.

    Treasury management and payments revenue growth
    5%from a year ago
    Q2 FY26

    Across Commercial Bank and Corporate Investment Bank segments.

    RWA reduction (Basel III Endgame proposal)
    7%
    Future

    Expected reduction in RWA as a result of the proposed Basel III Endgame rules.

    Adviser recruiting (revenue brought on platform)
    Record
    Last 3 quarters

    Reflects attracting high-quality advisors who bring good investment business, deposits, and lending needs.

    Adviser attrition rate
    Record low
    Q2 FY26

    Reflects improved platform and capabilities for advisors.

    Industry KPIs

    11
    MetricValueDetails
    Loans12%%
    Deposits10%%
    Rotce ROE17.7%%
    Cet1 ratio10.3%%
    Capital returns$9.8 billionUSD
    Fee income lines$10 billionUSD
    Allowance reserves
    Net interest income
    Net interest margin%
    Net charge offs npls34 basis pointsbps
    Efficiency ratio operating leverage60%%

    Product announcements

    1
    ProductTypeDetails
    Advisor Gatewaylaunch

    Risks & headwinds

    4
    Credit card growth profitability pressureShort-term (initial 2-3 years of new vintages)

    New products have significant upfront costs related to marketing, promotional rates, onboarding, and allowance. Takes approximately 2 to 3 years for vintages to season and earn through these upfront costs.

    Mitigation: Prioritizing longer-term results given the quality of accounts generated; evaluating growth rate each quarter to balance profitability and growth.

    Macroeconomic and geopolitical uncertainty

    Concerns around affordability and inflation exist, despite strong labor market and wage growth. Strong environments 'don't last forever'.

    Mitigation: Watching carefully for signs of outsized risks and stress; deploying resources carefully and deliberately to build sustainable high returns that can endure market shocks and economic cycles.

    Outsized risks and leverage development in capital deployment

    Large amounts of capital being deployed by both banks and nonbanks across a broad range of risk assets. Leverage and risks can develop that are sometimes hard to see.

    Mitigation: Staying true to risk tolerances; underwriting different pieces of financing (e.g., data centers) very differently based on credit profile and repayment; avoiding transactions with credit profiles outside comfort zone.

    Net Interest Margin (NIM) compression from strategic growthShort-term (Q3 FY26)

    Growth in interest-bearing deposits and markets business financing balances (which have lower spread) leads to NIM compression. NIM declined 4 bps QoQ, with modest compression expected in Q3 FY26.

    Mitigation: Strategic decision to grow profitable balances and deepen client relationships; expecting NIM stabilization in Q4 FY26; belief that these activities will lead to stronger NIM and fee revenues over time.

    Q&A highlights

    7

    What are the assumptions for earning asset growth to achieve the $50 billion NII target, and what drives NIM stabilization in Q4?

    Management expects continued earning asset growth, including loans and securities, similar to the previous year's step-up. NIM stabilization in Q4 is anticipated as the market balance sheet growth moderates, combined with ongoing earning asset repricing.

    we don't expect to see the market balance sheet to grow at the same pace. And so the impact that we've seen over the last quarters moderates.

    asked by Kenneth Usdin · answered by Michael Santomassimo

    2 min read6 chapters

    Detailed Narrative

    01

    Strategic Investments Driving Growth

    Wells Fargo's investments in marketing, digital account openings, and enhanced credit card products are yielding results, with consumer primary checking accounts growing for 13 consecutive quarters and new credit card accounts up 46% YoY. The company is also expanding its auto business, with originations up 41% YoY, partly due to becoming the preferred financing provider for Volkswagen and Audi vehicles in the U.S. These initiatives are contributing to strong momentum across consumer portfolios.

    02

    Wealth Management Modernization and Client Asset Growth

    Over $1 billion has been invested over the past several years to modernize the Wealth and Investment Management technology platform. In Q2 FY26, the company launched Advisor Gateway, a new desktop technology with Gen AI capabilities, designed to enhance advisor tools and client service. These investments have contributed to a 15% YoY growth in client assets to over $2.4 trillion and 4 consecutive quarters of positive net flows, alongside strong growth in deposits and loans within the segment.

    03

    Commercial Business Expansion and Market Share Gains

    The Corporate Investment Bank saw revenue growth of 16% YoY, with markets revenue up 24% and banking revenue up 20%. Strategic hiring in 20 high-density markets and increased balance sheet deployment are driving client growth and market share gains. Notably, the firm achieved a 7.2% market share in leveraged finance, ranking #3, and climbed from #9 to #4 among U.S. advisers by announced M&A deal volume, reflecting successful execution of its growth plan.

    04

    Efficiency Initiatives and Headcount Reduction

    Wells Fargo has achieved 24 consecutive quarters of headcount reductions, with total headcount at 197,000, down 3,500 QoQ and 15,000 YoY. These efficiencies are being reinvested into growth areas such as branch bankers, investment advisers, commercial banking relationship managers, and technology, including AI and cyber defenses. Nonrevenue-related expenses were down from a year ago, demonstrating continued expense discipline.

    05

    Strong Credit Quality Across Portfolios

    Consumer and commercial credit quality remains strong across all portfolios, with net loan charge-offs declining 10 basis points from a year ago to 34 basis points of average loans. Commercial credit charge-offs declined to 10 basis points, and consumer charge-offs declined 74 basis points, with improvements across the portfolio. Nonperforming assets as a percentage of total loans also declined QoQ and YoY, supported by a strong employment picture and wage growth.

    06

    Strategic Balance Sheet Deployment Post-Asset Cap

    Following the removal of the asset cap, Wells Fargo has seen strong balance sheet growth, with average loans up 12% and average deposits up 10% from a year ago. The markets business's trading-related assets increased 41% YoY, driven primarily by financing activities. While these activities have lower spreads and impact NIM, they generate good returns and profitability, positioning the company to attract more flow business and deepen client relationships.

    AI-generated summary of the company’s earnings call. Not investment advice.