What PNC FINANCIAL SERVICES GROUP, INC.'s SEC filings said

10-Q for 2026Q3, filed 3 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Guidance / Outlook79 · importance in its document · 10-Q · 2026Q3
For the fourth quarter of 2026 versus the third quarter, PNC expects average loans to rise approximately 2.5%, net interest income 4.0%, fee income 3.5%, and noninterest expense 5.0%; net loan charge-offs are expected to be approximately…
Commercial Real Estate Risk65 · importance in its document · 10-Q · 2026Q3
Commercial real estate loans increased to $37.0 billion at September 30, 2026 from $29.6 billion at December 31, 2025, including $24.5 billion in commercial mortgages on income-producing properties and $7.1 billion in intermediate-term…
Net Interest Income Trends64 · importance in its document · 8-K exhibit · 15 Oct 2026
Third-quarter 2026 net interest income was $4.206 billion, up 15% year over year and 2% sequentially. Net interest margin was 2.94%, compared with 2.96% in the second quarter and 2.79% a year earlier. Year-to-date net interest income was…
Liquidity and Debt Position61 · importance in its document · 10-Q · 2026Q3
Total deposits rose to $466.4 billion at September 30, 2026, from $440.9 billion at December 31, 2025, driven by higher commercial and consumer balances and the addition of FirstBank deposits; uninsured deposits were approximately 46% of…
Capital Return Program54 · importance in its document · 8-K exhibit · 15 Oct 2026
PNC returned $1.4 billion to shareholders in 3Q26, comprising $0.8 billion of common dividends and $0.6 billion of common share repurchases. The board declared a quarterly common dividend of $2.00 per share on October 2, payable November…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 3 Nov 2026

Full report · Filing on EDGAR

Guidance / OutlookImportance 79
For the fourth quarter of 2026 versus the third quarter, PNC expects average loans to rise approximately 2.5%, net interest income 4.0%, fee income 3.5%, and noninterest expense 5.0%; net loan charge-offs are expected…
Commercial Real Estate RiskImportance 65
Commercial real estate loans increased to $37.0 billion at September 30, 2026 from $29.6 billion at December 31, 2025, including $24.5 billion in commercial mortgages on income-producing properties and $7.1 billion in…
Interest Rate RiskImportance 63 · +2 more on this subject
PNC’s first-year net interest income sensitivity to an instantaneous 200-basis-point rate increase was negative 1.3% at September 30, 2026, versus positive 1.8% a year earlier; sensitivity to a 200-basis-point decrease…
Liquidity and Debt PositionImportance 61
Total deposits rose to $466.4 billion at September 30, 2026, from $440.9 billion at December 31, 2025, driven by higher commercial and consumer balances and the addition of FirstBank deposits; uninsured deposits were…
Capital Return ProgramImportance 56
PNC returned $1.4 billion to shareholders in the third quarter of 2026, comprising $0.8 billion of common dividends and $0.6 billion of common share repurchases. At September 30, 2026, approximately 27% of the 100…
Operating Expense TrendsImportance 55
Noninterest expense increased $1.386 billion, or 14%, to $11.617 billion for the first nine months of 2026 compared with the same 2025 period. The increase reflected FirstBank operating expenses, higher personnel costs…
Revenue Performance and MixImportance 54 · +2 more on this subject
For the first nine months of 2026, total revenue was $19.602 billion, up $2.6 billion, or 15%, from the same period in 2025. Net interest income increased $1.6 billion, or 15%, and noninterest income increased $979…
Customer-Related Trading GrowthImportance 52
Customer-related trading revenue was $226 million for the nine months ended September 30, 2026, compared with $159 million for the same period in 2025, an increase of approximately 42%. The increase was primarily due…
Noninterest Income TrendsImportance 48
Noninterest income totaled $7.328 billion for the first nine months of 2026, up $979 million, or 15%, year over year, primarily reflecting a $448 million gain from PNC’s participation in the Visa exchange program and…
Loan Demand TrendsImportance 48 · +2 more on this subject
Total loans were $378.792 billion at September 30, 2026, up $47.311 billion, or 14%, from December 31, 2025. Commercial loans increased $44.5 billion, or 19%, to $277.0 billion, reflecting strong new production, higher…
Acquisition / Partnership / DivestitureImportance 47
PNC acquired FirstBank Holding Company on January 5, 2026, for $4.2 billion of cash and PNC common stock consideration to common and Series A preferred shareholders, plus $0.1 billion of consideration to Series B…
Branch Network ExpansionImportance 40
PNC announced a total branch investment of approximately $2.0 billion by 2030, with plans to open more than 300 branches and complete renovations across its branch network. The additional investment will focus on…

8-K filings last 12 months

Other officer change5 Nov 2026 · 8-K Item 5.02 · Routine · rule score 15
“On November 5, 2026, the Board of Directors of The PNC Financial Services Group, Inc. (the “Corporation”) appointed Alexander E. C. Overstrom, currently Executive Vice President and Head of Retail Banking of the Corporation, to be the…”
Read from the attached exhibit: Leadership Transition
Press release attached to an 8-K15 Oct 2026 · 8-K
Read from the attached exhibit: Guidance / Outlook · Net Interest Income Trends · Capital Adequacy and Requirements
Results (release not read)15 Oct 2026 · 8-K Item 2.02 · Routine · rule score 20
Read from the attached exhibit: Capital Return Program · Acquisition / Partnership / Divestiture · Interest Rate Impact
Press release attached to an 8-K29 Sept 2026 · 8-K
Read from the attached exhibit: Preferred Stock Redemption
Results (release not read)15 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)24 Apr 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)15 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)16 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

10-Q · 2026Q2filed 5 Aug 2026
Liquidity and Debt Position · Guidance / Outlook · Distribution Channels Expansion

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.