Reported results
- Record quarterly net revenues were $4.27 billion, up 15% over the prior year’s fiscal fourth quarter.
- Record quarterly net income available to common shareholders was $666 million, or $3.40 per diluted share.
- Record quarterly adjusted net income available to common shareholders was $703 million, or $3.59 per diluted share.
- Record annual net revenues were $15.79 billion and record annual net income available to common shareholders was $2.37 billion for fiscal 2026.
- Annualized return on common equity was 20.6% and annualized adjusted return on tangible common equity was 26.6% for the fiscal fourth quarter.
Price and volatility reaction
The stock moved +2.5% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -4.0 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 157.42 | 2026-10-28 |
| Close after release | 161.29 | 2026-10-29 |
| Realised move | +2.5% | close to close |
| 30d ATM IV change | -4.0 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-28 (8-K, Item 2.02). Read the original filing on sec.gov.
