NYSE$MTB

M&T Bank Corporation · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

M&T Bank Corporation reported net income of $818 million or $5.32 diluted EPS for the second quarter of 2026.

M&T Bank Corporation achieved record diluted earnings per share of $5.32 in Q2 2026, with net income of $818 million. Taxable-equivalent net interest income rose 2% sequentially to $1.804 billion due to loan growth and an extra calendar day, while noninterest income increased 8% to $740 million driven by higher trust income and BLG distributions. The efficiency ratio improved to 52.8% and CET1 capital ratio stood at an estimated 10.19%.

  • Record diluted EPS of $5.32 and net operating EPS of $5.35
  • Net interest margin stable at 3.70% with average loans up $3.0 billion
  • Noninterest expense declined 6% sequentially; efficiency ratio improved to 52.8%
  • Repurchased 2.1 million shares for $465 million; CET1 ratio estimated at 10.19%

Headline financials

Total Revenue

$2.53B

Previous: $2.4B+5.7%
EPS (adj)

$5.35

Previous: $4.35+23.0%
Efficiency ratio

52.8%

No prior period
Return on avg assets

1.5%

No prior period
Return on avg common equity

12.3%

No prior period
Nonaccrual loans to total loans

0.8%

No prior period
Allowance for loan losses to total loans

1.5%

No prior period
CET1 capital ratio

10.2%

No prior period
Net interest margin

3.7%

No prior period
Net charge-offs to avg loans

0.2%

No prior period
Net Income

$818M

Previous: $716M+14.2%
Operating Income

$823M

No prior period
Total Assets

$219B

No prior period

Revenue & EPS history

M&T Bank · Revenue · Quarterly

$2.53B

Q2 2026+5.7%vs Q2 2025
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

M&T Bank · $738M total across 6 segments · Q2 2026

  • Other revenues from operations
    $213M
  • Trust income
    $197M
  • Service charges on deposit accounts
    $144M
  • Mortgage banking revenues
    $127M
  • Brokerage services income
    $35M
  • Trading account and other non-hedging derivative gains
    $22M

Forward guidance

No explicit numerical forward guidance provided.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.6%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.2%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+9.7%

Q1 2022

Best reaction

-14.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2025+0.2%-0.4%-7.0%
Q1 2026+0.6%-0.4%-7.0%
Q3 2025-3.5%-1.8%+1.0%
Q2 2025+0.4%-1.5%+2.9%
Q1 2025+0.3%+1.4%+17.4%
Q4 2024-2.0%-1.3%-1.0%
Q3 2024+4.3%+2.5%+13.4%
Q2 2024+0.4%+4.6%-0.9%
Q1 2024+2.1%+6.6%+14.9%
Q4 2023+6.4%+8.3%+5.6%
Q3 2023-3.8%-10.3%+1.9%
Q2 2023+2.8%+3.7%-5.3%
Q1 2023+7.8%+6.4%+2.9%
Q4 2022+5.4%+6.3%+9.7%
Q3 2022-14.8%-13.8%-9.9%
Q2 2022+2.7%+4.7%+14.6%
Q1 2022+9.7%+7.4%+0.4%
Q4 2021-9.0%-6.4%+3.7%
Q3 2021+5.4%+4.9%+3.8%
Q2 2021-4.5%-2.1%+0.5%
Q1 2021-2.7%-0.5%+5.4%
Q4 2020-0.4%-4.5%+4.3%
Q3 2020+7.2%+0.3%+19.2%
Q2 2020+1.6%-0.6%-0.9%
Q1 2020-0.8%-0.4%-8.9%
Q4 2019+5.9%+5.5%+4.1%
Q3 2019-4.2%-1.6%+3.2%
Q2 2019-4.4%-4.6%-13.4%
Q1 2019+0.3%-0.8%-3.8%
Q4 2018+7.2%+7.9%+11.6%
Q3 2018+1.3%-0.5%+6.5%
Q2 2018+2.5%+3.6%+4.7%
Q1 2018-3.1%-0.9%+0.6%
Q4 2017+5.3%+5.4%+6.9%
Q3 2017-1.1%+0.5%-2.2%
Q2 2017-3.1%-3.1%-7.3%
Q1 2017+2.6%+4.0%+5.8%
Q4 2016+1.5%+3.2%+8.6%
Q3 2016+3.1%+3.2%+22.5%
Q2 2016-5.1%-4.5%-0.9%
Q1 2016+2.6%
Q4 2015+0.2%
Q3 2015-1.3%
Q2 2015+2.5%
Q1 2015-1.1%
Q4 2014-2.4%
Q3 2014-2.6%
Q2 2014-0.2%
Q1 2014+1.8%
Q4 2013-2.5%
Q3 2013-1.1%
Q2 2013+1.5%
Q1 2013-1.8%
Q4 2012-0.1%
Q3 2012+7.7%
Q2 2012+4.0%
Q1 2012+3.4%
Q4 2011+1.1%
Q3 2011-2.0%
Q2 2011-3.0%
Q1 2011+1.3%
Q4 2007-2.1%
Q4 2010-2.1%
Q4 2009-2.1%
Q3 2010-0.3%
Q2 2010+1.6%
Q1 2009+5.0%
Q1 2010-0.2%
Q3 2009+3.1%
Q3 2008+3.1%
Q4 2008+2.7%
Q2 2009+2.7%
Q2 2008+2.7%

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