Bank Notes: 2026 Stress Test/Unofficial SCB Outlook; 2Q26 Banking Trends

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Bank Notes: 2026 Stress Test/Unofficial SCB Outlook; 2Q26 Banking Trends

US Banks

EQUITY RESEARCH Bank Notes: 2026 Stress Test/Unofficial SCB Outlook; June 24, 2026

2Q26 Banking Trends Companies mentioned

Ticker Price Rating Target

What's new in the Bank Notes? This week in the Bank Notes, we provide BKU $49.12 Overweight $56.00

our (1) expectations regarding the annual 2026 bank stress test results for CFG $68.99 Overweight $75.00

CFR $149.98 Neutral $154.00 CFG, MTB, and RF, scheduled for release today at 4:00 PM EDT, as well

EWBC $130.89 Overweight $137.00 as our estimated preliminary unofficial SCBs for these banks covering the

FBK $54.73 Overweight $65.00 4Q26-3Q27 period, and (2) discussion of updated banking trends for 2Q26.

FFIN $33.50 Neutral $34.00

FLG $15.03 Overweight $16.00 Signposting

HOMB $28.18 Neutral $30.00 ●Comp sheets (p. 9-10), Top pick, focus names, M&A plays (p. 12-13),

LOB $39.88 Neutral $41.00 EPS/Price Target changes in this report (p. 14)

MTB $231.24 Overweight $253.00

●Stress Tests: Unofficial Stress Capital Buffer Projections, Historical PB $72.32 Overweight $80.00

Stress Test Results (p. 74-75) RF $29.29 Overweight $32.00

VLY $14.38 Overweight $16.00 Key Points

WBS $75.90 NOT RATED NA

2026 Bank Stress Test results coming today at 4 PM: No impact to bank ZION $68.49 Overweight $69.00

Prices are as of 06/23/26. capital requirements, but could shed light on where they are headed. The

Fed will release results of its annual bank stress tests today at 4 PM. In

Research Analysts: Feb., the Fed announced it would keep current bank stress capital buffers in

Dave Rochester

212-610-2210 place until next year's process, when Fed models would take into account

Dave.Rochester@cantor.com public feedback.