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Everything Stocknote has published on Bank Stocks: 5 research articles covering 5 companies across 1 category. The latest piece was published on November 2, 2026.
Schwab's Q3 2026 net revenues rose 17% on 9% higher expenses (pretax margin 52.7%), while net interest revenue was driven by volume and margin and borrowings rose about 45%.
Wells Fargo's Q3 2026 EPS rose 12.7% on 2.0% revenue growth: loans grew 11.3% but net interest margin fell 18bp, with expenses and tax lower and CET1 down to 10.0%.
In Q3 2026 Goldman's equities revenue rose 72% and trading was 53% of its revenue, while Bank of America's CET1 fell to 10.9% and JPMorgan earned a 20% ROTCE.
JPMorgan earned $15.3B in Q3 2026 with 53% of revenue from interest income, a 54% overhead ratio and only a 33% payout, holding a 13.9% CET1 ratio while loans grew 10%.
Citigroup's Q1 RoTCE of 13.1% already cleared its 2026 target, and the bank is buying back stock near tangible book value of $99.01 — yet it still trades like an unfinished turnaround.
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