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Wells Fargo (WFC) Q3 2026 Earnings: Guidance Reaffirmed

Q3 2026 (ended Sep 30, 2026): revenue, EPS and full-year guidance from the SEC filing

Published Nov 5, 2026

TL;DR

  • Wells Fargo reaffirmed its full-year guidance; revenue +2.0% vs a year earlier.

Wells Fargo's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-13. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.

At a glance

ItemValue
Revenue (GAAP)$21,870 million (+2.0% vs a year earlier)
Diluted EPS (GAAP)$1.87
Full-year guidanceReaffirmed

Guidance

Expects 2026 net interest income of about $50 billion and noninterest expense of about $55.7 billion, both unchanged; 4Q26 NII about $13 billion.

Why this label: EX-99.3 outlook: 2026 net interest income (revenue component) '+/- $50 billion, unchanged from prior guidance'; noninterest expense ~$55.7B also unchanged; EX-99.1 has no outlook.

MetricPeriodNewPrior (as stated in the release)
net interest incomeFY2026+/- $50 billion+/- $50 billion
noninterest expenseFY2026~$55.7 billion~$55.7 billion

Next-quarter outlook:

MetricPeriodRange
net interest income4Q26~$13 billion

From the release

Revenue: "Total revenue · 21,870 · 22,622 · 21,436 · (3) · 2"

Earnings per share: "Diluted earnings per common share · 1.87 · 2.00 · 1.66 · (6) · 13"

net interest income: "Expect 2026 net interest income (NII) to be +/- $50 billion, unchanged from prior guidance"

noninterest expense: "Expect 2026 noninterest expense to be ~$55.7 billion, unchanged from prior guidance"

Quotes are copied from the filing; in table rows, cell borders are shown as “·”.

Key fact: Q3 diluted EPS rose 13% to $1.87; average loans and deposits up 11%.

Source

Wells Fargo earnings release (SEC filing), accession 0000072971-26-000318, filed 2026-10-13.

Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.

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