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Did The Banks Just Set The Stage For Another Quarter Of Double-Digit S&P 500 EPS Growth?

Source: SeekingAlpha

2026-01-21 02:15:00 ET

Big Banks Q4 Recap: Profits Up, Guidance Mixed

The "Big Six" US banks ([[JPM]], [[BAC]], [[C]], [[WFC]], [[MS]], [[GS]]) delivered robust Q4 2025 performance on the bottom-line with half (C, WFC, GS) missing on the top-line due to mostly one-time charges. Bright spots included a resurgence in investment banking and strong loan demand, despite navigating a complex environment of falling interest rates and significant restructuring charges. Net Interest Income was expected to be a big headwind this quarter, but all with the exception of WFC handily beat expectations and provided positive guidance....

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Did The Banks Just Set The Stage For Another Quarter Of Double-Digit S&P 500 EPS Growth?
Wells Fargo & Company

NASDAQ: WFC

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Banking
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