SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

PNC Financial

PNC
US · USRegulated by OCCLatest: 2026-Q1
51MED

CET1 Ratio

11.63%-0.28pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$449.7B

+3.14% QoQ growth

Total Loan Book

$342.4B

+8.5% YoY growth

Leverage Ratio

9.39%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2026-Q1

Comm. Real Estate31.8%
Consumer7.5%
SME / C&I32.5%
Other28.2%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2026-Q1latest11.63%9.39%$449.7B$342.4B+8.5%+3.14%31.8%7.5%32.5%51
2025-Q411.91%9.27%$436.0B$329.0B+5.2%+2.18%33.5%7.9%31.4%
2025-Q311.96%9.17%$426.7B$323.3B+1.8%+0.39%34.3%7.9%31.3%
2025-Q211.86%9.21%$425.1B$323.7B+1.8%+1.97%35.0%7.7%31.2%
2025-Q111.92%9.15%$416.9B$315.6B-0.1%+0.20%36.3%7.8%40.0%
2024-Q411.85%8.94%$416.0B$312.9B-1.5%-0.11%37.1%8.0%40.7%
2024-Q311.68%8.75%$416.5B$317.6B+0.9%+0.11%37.2%8.4%40.6%
2024-Q211.55%8.71%$416.1B$317.8B-0.0%+0.46%37.4%8.3%40.7%
2024-Q111.47%8.61%$414.2B$315.8B-0.99%37.7%8.4%40.1%
2023-Q411.30%8.56%$418.3B$317.5B-0.29%37.6%8.6%39.7%
2023-Q311.21%8.63%$419.5B$314.6B-0.95%38.1%8.7%40.2%
2023-Q210.79%8.40%$423.6B$317.9B37.6%8.7%40.6%

AI Investment Memo

Llama will analyze PNC Financial across 4 data dimensions and write a structured memo

Score: 51/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks

Score Breakdown

51/100 —MEDIUM

Live score · base 49 pts +2 macro adj

Capital Pressure16.7/40

CET1 11.63% — below active SRT zone

+6

0.37pp headroom above 8% regulatory floor

+0.7

CET1 declining for 2+ consecutive quarters (11.96% → 11.91% → 11.63%)

+10

Leverage ratio 9.39% — adequate headroom

+0
Loan Book Growth14/30

Loan book grew 8.5% YoY

+3

RWA grew 3.1% QoQ — rapid RWA expansion strains capital

+7

CRE: 31.773551876504307%, Lev.Loans: 0%, max(Consumer/SME): 32.52807962644309%

+4
Historical SRT6/25

No prior SRT deals on record

+0

No prior SRT but capital pressure score 16.73197536026087/40 — high-probability first-time issuer

+6
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Large Bank

$500B–$1.25T total assets — active repeat issuers, genuine sourcing targets

+5
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood51/100