Expected Moves

Expected Q3 2026 earnings release focusing on net interest margin (NIM) stability and commercial real estate (CRE) portfolio health from the $48.05 anchor.

Q4 2026 results and full-year credit quality update, pivoting from the projected $44.00 base.

Annual board review of capital returns, dividends, and internal stress tests evaluating leverage capacity.

First-quarter earnings print evaluating year-over-year revenue growth recovery and deposit beta pressure.

Mid-year operational update testing valuation limits against fundamental net income growth.