Bank of America (BAC) shares surged approximately 11.9% over the past 30 days, climbing from $52.48 on June 2 to $58.73 by July 2, 2026. The rally was fueled by upgraded net interest income guidance, strong Q1 earnings momentum, and a wave of bullish analyst revisions ahead of the upcoming Q2 report.

Reported diluted EPS of $2.53 for the quarter ended April 30, 2026, up 24% year-over-year. Adjusted diluted EPS of $2.54, also up 24% from the prior year and beating consensus estimates.

Reported diluted earnings per share reached $2.43 for the quarter ended April 30, 2026, compared with $6.27 a year earlier that included a large gain on the sale of Charles Schwab shares. Adjusted diluted earnings per share rose 21% year-over-year to $2.38, with adjusted net income increasing 15% to $4.168 billion.

Royal Bank of Canada reported net income of $5.5 billion for the quarter ended April 30, 2026, up 25% year-over-year. Diluted EPS rose 27% to $3.85, while adjusted diluted EPS increased 25% to $3.90.

CIBC is scheduled to report second quarter 2026 results on May 28, 2026, before market open. Analyst consensus points to diluted earnings per share of approximately $1.78.

TD Bank Group reports Q2 2026 results on May 28, covering the three months ended April 30, 2026. Analysts expect adjusted EPS of approximately $1.63, compared to $1.75 reported in Q1 2026.

Royal Bank of Canada is scheduled to report second quarter 2026 results on May 28, 2026, before market open, covering the period ended April 30, 2026. Consensus estimates point to earnings per share of approximately 3.79 Canadian dollars, compared to 3.12 Canadian dollars in the year-ago quarter.

Bank of Nova Scotia is scheduled to report fiscal Q2 2026 results on May 27, 2026. Analyst consensus points to earnings per share of approximately $1.46.

Bank of Montreal is scheduled to report second quarter 2026 results on May 27, 2026, covering the period ended April 30, 2026. Analysts expect adjusted earnings per share of approximately $2.80.

MUFG reported record-high net income of ¥2,427.2 billion for the fiscal year ended March 31, 2026 (FY2026), up 31.9% year-over-year (YoY). Net operating profits (NOP) surged 56.9% YoY to ¥2,377.2 billion, driven by customer segment growth and higher interest income.

SMFG's FY2025 (ended March 31, 2026) earnings are scheduled for announcement on May 13, 2026, covering the full fiscal year. Company guidance targets profit attributable to owners of parent at ¥1,500 billion, up 27.3% year-over-year, with EPS of ¥390.16.

Analysts expect Q1 2026 revenue of approximately $18.6 billion, up from $17.6 billion in Q1 2025. Consensus EPS forecast stands at $2.21, reflecting about 13% year-over-year growth.

Net attributable profit reached €2.99 billion in 1Q26, up 10.8% year-over-year (YoY) and exceeding consensus estimates of €2.79 billion. Gross income climbed 18.3% YoY to €10.65 billion, fueled by robust net interest income (NII, the spread between interest earned on loans and paid on deposits) growth of 20.2% to €7.54 billion.

UBS Group AG posted a first-quarter 2026 net profit attributable to shareholders of $3.0 billion, up 80% from the prior year and well above consensus estimates of around $2.3 billion. Return on Common Equity Tier 1 capital (RoCET1) reached 16.8%, with an underlying figure of 17.0%.

Banco Santander reported underlying profit of €3.6 billion for Q1 2026, up 12% year-over-year (YoY) and beating analyst consensus of €3.5 billion. Total revenue rose 4% YoY to €15.1 billion, exceeding expectations of €15.0 billion, driven by 4% growth in net interest income (NII) and 6% in net fee income.

CM stock rose +17% over the past 30 days, driven by positive analyst upgrades and momentum from strong quarterly results. Over the past quarter, shares gained +19%, reflecting resilient earnings beats and dividend increases amid economic uncertainty.

Net income rose 17% year-over-year to $8.6 billion. Diluted earnings per share (EPS) reached $1.11, beating consensus estimates of $1.01 and marking the highest in nearly two decades.

Banco Santander (SAN) stock rose +15% over the past 30 days amid recovery from a mid-period dip triggered by geopolitical tensions, supported by strong fundamentals and geographic diversification. The stock gained +4% over the past quarter, reflecting volatility with an early boost from robust Q4 earnings and share buyback announcement, offset by temporary sector pressures.

JPMorgan Chase reported Q1 2026 net income of $16.5 billion, up 13% year-over-year. Diluted EPS came in at $5.94, surpassing consensus estimates of $5.49 by 8%.

Wells Fargo reported Q1 2026 net income of $5.3 billion, up 7% year-over-year, with diluted EPS of $1.60 beating consensus estimates of $1.58. Total revenue reached $21.45 billion, a 6% increase from Q1 2025 but missing expectations of $21.76 billion, driven by 5% net interest income growth and 8% noninterest income rise.