SHARPE
Reported results
- Net income: $382 million (GAAP), up 5% quarter-over-quarter and 4% year-over-year from $368 million in Q3 2025
- Diluted EPS: $2.76 (GAAP), up 5% quarter-over-quarter and 4% year-over-year from $2.65 in Q3 2025
- Total revenue: $823 million (GAAP), up 4% quarter-over-quarter and 6% year-over-year
- Pre-tax, pre-provision income: $540 million (non-GAAP), up 8% quarter-over-quarter and 8% year-over-year
- Net interest income: $719 million, up 5% quarter-over-quarter and 6% year-over-year
- Return on average assets: 1.79% (GAAP); return on average common equity: 16.30% (GAAP); return on average tangible common equity: 17.17% (non-GAAP)
Notes
Tangible book value per share, tangible common equity ratio, and return on average tangible common equity are non-GAAP measures. Pre-tax, pre-provision income is a non-GAAP measure. The company also provided adjusted net income and adjusted diluted EPS excluding impacts of loan payoff discount accretion, equity award expense changes for retirement-eligible employees, FDIC special assessments, DC Solar recoveries, and California single sales factor apportionment impacts. Fourth quarter 2026 common stock cash dividend of $0.80 per share declared; no share repurchases in Q3 2026.
Price and volatility reaction
The stock moved +2.4% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 128.27 | 2026-10-20 |
| Close after release | 131.39 | 2026-10-21 |
| Realised move | +2.4% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-20 (8-K, Item 2.02). Read the original filing on sec.gov.