PNC · 10-Q · 2026Q2 · Full report
End-Market Demand Trends
PNC FINANCIAL SERVICES GROUP, INC. · 2026-08-05 · Importance 54 · Surprise 40 · In source text
Average total loans increased 11.7% year over year to $357.1 billion for the six months ended June 30, 2026. Commercial and industrial loans grew 15.9% to $217.6 billion, while commercial real estate loans increased 7.0% to $34.7 billion. Consumer loans rose 3.3% to $55.4 billion, and residential real estate loans increased 7.8% to $49.4 billion, indicating broad-based loan demand led by commercial and industrial customers.
Key facts
- PNC identifies the risk that a sudden reversal in AI-related sentiment would have knock-on effects on both capex and wealth-driven consumer spending. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | contingent | — | PNC identifies the risk that a sudden reversal in AI-related sentiment would have knock-on effects on both capex and wealth-driven… |