“These adjustments to fair value usually result from the application of lower of amortized cost or fair value accounting or write-downs of individual assets due to impairment and are included in Table 77.”10-Q · Aug 5, 2026 ↗
The PNC Financial Services Group, Inc.
PNC
Market read
The PNC Financial Services Group, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- PNC's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if PNC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- PNC's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +7.2% year over year.
- Macroeconomic conditions has repeated favorable evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
- EV/sales is 43% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
242.94Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The provision in both periods was driven by portfolio activity as well as updates to macroeconomic factors .”10-Q · Aug 5, 2026 ↗
“The portion of the change in fair value resulting from a change in the specified benchmark interest rate is 138 The PNC Financial Services Group, Inc.”10-K · Feb 20, 2026 ↗
“resulting from PNC’s participation in the Visa exchange program; • A securities loss of $139 million related to the repositioning of the available-for-sale investment securities portfolio; and • Visa derivative adjustments of negative $117 million in the firs…”10-Q · Aug 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 4.2× · EV/sales 6.6×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PNC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for PNC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind PNC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
VVisa Inc.investeeFeb 20, 2026 ▾
“At December 31, 2025, the estimated value of our total investment in the Visa Class B-2 common shares was approximately $0.9 billion while our cost basis was insignificant.”
MAMastercard IncorporatedpartnerFeb 20, 2026 ▾
“In addition, we provide card transaction processing services to some merchant customers under agreements we have with payment networks such as Visa and Mastercard.”
Depended on by
SFBSServisFirst Bancshares, Inc.competitorFeb 27, 2026 ▾
“5 In our markets, our five largest competitors are Regions Financial Corporation, Wells Fargo & Company, PNC Financial Services Group, Inc., Truist Financial Corporation, and Pinnacle Financial Partners, Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PNC is currently a Follower in the organic co-movement group Regional Banks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.