Bank B/S: 2Q26 Week 6 - Deposits Rebound, Primarily at the Large Banks, Loan Gr. Muted; C&I Up Slightly

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Bank B/S: 2Q26 Week 6 - Deposits Rebound, Primarily at the Large Banks, Loan Gr. Muted; C&I Up Slightly

US Banks

EQUITY RESEARCH Industry Report

May 18, 2026

Bank B/S: 2Q26 Week 6 - Deposits Rebound, Primarily

Companies mentioned

Ticker Price Rating Target at the Large Banks, Loan Gr. Muted; C&I Up Slightly

BKU $45.22 Overweight $56.00

CFG $60.86 Overweight $75.00 2Q26 Week 6 (out of 13): Trends for the week ending May 6. For details

CFR $134.70 Neutral $154.00 on this week's Fed H8 trends, as well as a historical analysis of bank balance

EWBC $119.41 Overweight $137.00 sheet trends line-by-line, please see the report and attached deck. We are

FBK $51.30 Overweight $65.00 back to the typical 13 weeks of data in the 2Q26 dataset, but note that

FFIN $31.10 Neutral $34.00 Week 1 ends on April 1; six days of banking activity from 1Q26 will reflect

FLG $13.23 Overweight $16.00 in 2Q26 trends.

HOMB $25.68 Neutral $31.00

LOB $35.55 Neutral $41.00 Bank B/S Deck Signposting MTB $204.90 Overweight $253.00

PB $66.50 Overweight $80.00 ●All Banks: Balance Sheet Trends (p. 17-32)

RF $26.66 Overweight $32.00 ●Small Banks (Ex. Top 25 Banks by Assets): B/S Trends (p. 33-43)

VLY $12.93 Overweight $16.00

●Large Banks (Top 25 by Assets): B/S Trends (p. 44-54) ZION $59.63 Overweight $69.00

Prices are as of 05/15/26. ●Seasonality Analysis (p. 55-60)

Research Analysts:

Dave Rochester Key Takeaways (cont. on p. 2)

212-610-2210

Dave.Rochester@cantor.com Weekly Trends (2Q26 Week 6, p. 13). Friday's Fed H8 release reflected

Eric Spector, CFA the sixth week of bank balance sheet trend data available for 2Q26. As a

904-598-9302 reminder, only one day of Week 1 reflects 2Q26 business, meaning much Eric.Spector@cantor.com

of the growth discussed in that week's trends may reflect 1Q26 growth.