Bank B/S: 2Q26 Week 9 - Loan Gr. Modest, Deposits Post Healthy Rebound; 2Q26 Avg. Loan/Dep. Gr. Strong at Large Banks, Softer at Small Banks

Research evidence excerpt

Bank B/S: 2Q26 Week 9 - Loan Gr. Modest, Deposits Post Healthy Rebound; 2Q26 Avg. Loan/Dep. Gr. Strong at Large Banks, Softer at Small Banks

US Banks

EQUITY RESEARCH Industry Report

June 8, 2026

Bank B/S: 2Q26 Week 9 - Loan Gr. Modest, Deposits

Companies mentioned

Ticker Price Rating Target Post Healthy Rebound; 2Q26 Avg. Loan/Dep. Gr.

BKU $47.14 Overweight $56.00 Strong at Large Banks, Softer at Small Banks

CFG $63.98 Overweight $75.00

CFR $140.16 Neutral $154.00 2Q26 Week 9 (out of 13): Trends for the week ending May 27. For details

EWBC $125.94 Overweight $137.00 on this week's Fed H8 trends, as well as a historical analysis of bank balance

FBK $53.18 Overweight $65.00 sheet trends line-by-line, please see the report and attached deck. We are

FFIN $32.48 Neutral $34.00

back to the typical 13 weeks of data in the 2Q26 dataset, but note that FLG $14.02 Overweight $16.00

Week 1 ends on April 1, which means six days of banking activity from 1Q26 HOMB $27.12 Neutral $30.00

will reflect in 2Q26 trends. LOB $37.41 Neutral $41.00

MTB $222.44 Overweight $253.00

PB $69.36 Overweight $80.00 Bank B/S Deck Signposting

RF $28.54 Overweight $32.00 ●All Banks: Balance Sheet Trends (p. 17-32)

VLY $13.78 Overweight $16.00

ZION $63.23 Overweight $69.00 ●Small Banks (Ex. Top 25 Banks by Assets): B/S Trends (p. 33-43)

●Large Banks (Top 25 by Assets): B/S Trends (p. 44-54)

Research Analysts:

●Seasonality Analysis (p. 55-60) Dave Rochester

212-610-2210

Dave.Rochester@cantor.com Key Takeaways (cont. on p. 2)

Eric Spector, CFA

904-598-9302 Weekly Trends (2Q26 Week 9, p. 13). Friday's Fed H8 release reflected Eric.Spector@cantor.com

the ninth week of bank balance sheet trend data available for 2Q26. As a

reminder, only one day of Week 1 reflects 2Q26 business, meaning much