MSCI Q3 2026: $4.86 EPS on a Record $892M Quarter as Index Fees Compound Again
MSCI grew revenue 12.4% to $892M on a 25% jump in asset-based fees, earning $4.86 per share while buying back $552M of stock.
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Nasdaq Q3 2026 Earnings: $540M Profit on Record $49B of Index Inflows
Nasdaq Q3 2026: net income rose 28% to $540M as Index revenue jumped 39% on record $49B inflows; software, data and index now earn 79% of net revenue.
Sallie Mae Q3 2026 Earnings: Record $3.4B Originations and a $0.19 Loss
Sallie Mae Q3 2026: record $3.4B of private student loan originations (+15%) produced a $0.19 loss per share; full-year EPS guidance cut to $1.95–$2.05.
American Express Q3 2026 Earnings: Record $20.1B Revenue and the $982M GBTG Gain
Amex Q3 2026: $5.42 EPS up 31% on record $20.1B revenue — but $1.11 is a one-time GBTG sale gain; adjusted EPS grew 13%.
CME Group Q3 2026 Earnings: Record $1.74B Revenue on 29.4M Contracts a Day
CME Group Q3 2026 revenue rose 13% to a record $1.74B on 29.4M contracts a day; EPS rose 16% to $2.89, but the $154M spread on member collateral is fading.
Moody's Q3 2026 Earnings: The $4.24 Quarter Built on a $115M Divestiture Gain
Moody's Q3 2026 revenue rose 1% to $2.02B while diluted EPS jumped 18% to $4.24 — a $115M divestiture gain and buybacks did the work; adjusted EPS grew 6%.
Bank of America Q3 2026 Earnings: A $1.2 Billion Charge Masks 8% NII Growth
BofA Q3 2026: $0.91 EPS fell 17% on a $1.2B AML settlement, but NII grew 8% and ex-charge EPS of $1.08 rose 4%.
Capital One Q3 2026 Earnings: $5.61 EPS ($6.69 Adjusted) as the Discover Deal Starts Paying
Capital One Q3 2026: $5.61 EPS rose 16% ($6.69 adjusted) as NIM widened to 8.41% and Discover network interchange fees jumped 29%.
Chubb Q3 2026 Earnings: $7.66 Core EPS and an 84.1% Combined Ratio as Discipline Beats Growth
Chubb Q3 2026: $7.66 core EPS (+1%) on an 84.1% combined ratio and record $1.79B investment income, as North America Commercial shrank 2.7% by design.
Citigroup Q3 2026 Earnings: $2.85 EPS on the Best Q3 Revenue in a Decade
Citigroup Q3 2026: $2.85 EPS beat $2.66 on record Q3 revenue of $23.85B, but shares fell 5% on a $369M reserve build.
Fifth Third Q3 2026 Earnings: $0.90 GAAP, $1.13 Adjusted, and a Merger That Just Went Live
Fifth Third Q3 2026: $0.90 GAAP EPS was flat on 37% more shares while adjusted EPS hit $1.13 as the Comerica conversion completed.
KeyCorp Q3 2026 Earnings: $0.51 EPS on Record Revenue as ROTCE Clears the 15% Bar
KeyCorp Q3 2026: $0.51 EPS rose 24% on record $2.04B revenue, NIM of 2.95%, and ROTCE through the 15% target.