WFC · News · 20261015N

Net Interest Income Guidance

WELLS FARGO & COMPANY/MN · 2026-10-15 · Importance 36 · Surprise 42 · In source text

Wells Fargo executives reaffirmed full-year 2026 guidance for net interest income and expenses during the third-quarter earnings call. Management expects fourth-quarter interest income growth despite higher interest rates and slower trading activity. The outlook indicates that loan growth and interest income are expected to support profitability while deposit trends and margin pressure remain key sensitivities.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenueunclearrealized—Wells Fargo reported net interest income of $12.52 billion in the third quarter of 2026.
revenuepositiveprobable—WFC expects fourth-quarter interest income growth (stated on the Q3 earnings call).