Pinnacle Financial Partners (PNFP) · wyniki II kw. 2026 i wycena

Przy wzroście 10,0% rocznie (standardowe założenie) wartość godziwa z modelu to $94.38 na akcję — kurs jest o 11% powyżej niej. Obecna cena zakłada wzrost o 10,8% rocznie.

1. Prognoza

   Adjusted expenses are expected to settle near the midpoint of the $2.675 billion to $2.775 billion guidance range.

   Cytat ze źródła

   “Period-end loans excluding the day 1 purchase accounting loan mark, increased $2.1 billion or 10% annualized from the combined firm's... Net interest income was $933 million in the first quarter driven by excellent balance sheet growth. The majority of the organic loan growth was in C&I credits, with contributions from our geographic markets as well as in our specialty lending lines.”

2. Główny temat

   As Pinnacle Financial Partners looks forward into the second half of the year, it believes the seasonal impacts will contribute $1.5…

   Cytat ze źródła

   “But as we look forward into the second half of the year, we believe the seasonal impacts will contribute $1.5... We believe that, that shows the momentum in what is typically a challenging quarter due to tax payments. Just like our loan forecast, prior year hires will also contribute to growth.”

3. Liczba

   Year-to-date, adjusted EPS is up 26% versus the same period last year.

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“And so as we look forward, we believe that the earnings generation of this company will be strong enough to sustain both really strong best-in-class loan growth as well as...”

“Balance sheet growing, core client fee income up significantly, credit strong, capital ratios increasing, bankers joining, retention of team members high clients responding with loyalty.”

“And I appreciate your point about all of this growth is as profitable or more profitable than the back book.”