Adelphi Trust Co Acquires New Holdings in The PNC Financial Services Group, Inc $PNC

Adelphi Trust Co acquired a new stake in The PNC Financial Services Group, Inc (NYSE:PNC) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 3,545 shares of the financial services provider’s stock, valued at approximately $740,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Quarry LP acquired a new stake in shares of The PNC Financial Services Group during the third quarter valued at about $25,000. Westfuller Advisors LLC acquired a new stake in shares of The PNC Financial Services Group during the third quarter valued at about $34,000. Beacon Financial Strategies CORP acquired a new stake in shares of The PNC Financial Services Group during the fourth quarter valued at about $35,000. JPL Wealth Management LLC acquired a new stake in shares of The PNC Financial Services Group during the third quarter valued at about $37,000. Finally, Financial Life Planners acquired a new stake in shares of The PNC Financial Services Group during the third quarter valued at about $39,000. Institutional investors own 83.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on PNC. Weiss Ratings reissued a “buy (b-)” rating on shares of The PNC Financial Services Group in a research note on Friday, March 27th. Morgan Stanley cut their price target on The PNC Financial Services Group from $283.00 to $263.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 31st. TD Cowen lifted their price objective on The PNC Financial Services Group from $250.00 to $260.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Keefe, Bruyette & Woods lifted their price objective on The PNC Financial Services Group from $228.00 to $247.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 20th. Finally, Barclays lifted their price objective on The PNC Financial Services Group from $235.00 to $271.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, The PNC Financial Services Group has a consensus rating of “Moderate Buy” and an average price target of $237.53.

Insider Transactions at The PNC Financial Services Group

In other news, CEO William S. Demchak sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $230.88, for a total transaction of $11,544,000.00. Following the completion of the sale, the chief executive officer owned 554,274 shares in the company, valued at $127,970,781.12. The trade was a 8.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Richard Kevin Bynum sold 7,407 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $230.98, for a total value of $1,710,868.86. Following the sale, the executive vice president owned 1,942 shares of the company’s stock, valued at approximately $448,563.16. This represents a 79.23% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 64,186 shares of company stock worth $14,840,973. Insiders own 0.38% of the company’s stock.

Key Stories Impacting The PNC Financial Services Group

Here are the key news stories impacting The PNC Financial Services Group this week:

• Positive Sentiment: Q1 adjusted EPS beatStreet estimates ($4.32 vs. consensus ~$3.92), driving upside to sentiment; results included an 18% profit jump year-over-year. PNC Reports First Quarter 2026 Net Income…
• Positive Sentiment: Net interest income (NII) and net interest margin improved (NII +6%, NIM ~2.95%), supported by the FirstBank acquisition and loan growth — a key driver of the earnings beat and margins expansion. PNC Financial profit jumps on FirstBank buy…
• Positive Sentiment: Management raised forward-looking expectations for 2026 net interest income and projected strong average loan growth (~11%), signaling continued revenue tailwinds from the deal. PNC expects 2026 net interest income up 14.5%…
• Neutral Sentiment: Top-line revenue was essentially flat to estimates (reported ~$6.17B vs. ~$6.21B consensus), so while margins improved, revenue growth is mixed in the near term. The PNC Financial Services Group Q1 release…
• Positive Sentiment: Board-authorized share repurchases (~$700M in the quarter) support EPS and return capital to shareholders. PNC Reports First Quarter 2026 Net Income…
• Negative Sentiment: Noninterest expense rose (integration and operating costs related to FirstBank, including ~$98M pre-tax integration costs), which pressured operating leverage in the quarter. PNC ups guidance after Colorado deal…
• Negative Sentiment: Management disclosed exposure to private-credit and asset-backed structures (~$7B loans to private-credit providers and ~$26B in receivables/securitizations), which remains a point of investor scrutiny amid market jitters. PNC Gives Update on Private Business Lender Exposure

The PNC Financial Services Group Price Performance

Shares of PNC opened at $222.53 on Thursday. The PNC Financial Services Group, Inc has a 52-week low of $148.28 and a 52-week high of $243.94. The company has a debt-to-equity ratio of 0.90, a quick ratio of 0.81 and a current ratio of 0.81. The business’s 50 day moving average price is $216.45 and its two-hundred day moving average price is $206.24. The firm has a market cap of $89.76 billion, a PE ratio of 13.41, a price-to-earnings-growth ratio of 1.01 and a beta of 0.96.

The PNC Financial Services Group (NYSE:PNC) last issued its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $4.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.92 by $0.40. The PNC Financial Services Group had a return on equity of 11.87% and a net margin of 20.40%.The firm had revenue of $6.17 billion for the quarter, compared to analyst estimates of $6.21 billion. During the same period in the previous year, the firm earned $3.51 earnings per share. The company’s revenue was up 13.1% compared to the same quarter last year. On average, equities analysts anticipate that The PNC Financial Services Group, Inc will post 15.37 EPS for the current year.

The PNC Financial Services Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Tuesday, April 14th will be issued a dividend of $1.70 per share. The ex-dividend date is Tuesday, April 14th. This represents a $6.80 annualized dividend and a dividend yield of 3.1%. The PNC Financial Services Group’s payout ratio is currently 40.99%.

About The PNC Financial Services Group

The PNC Financial Services Group, Inc is a diversified financial services company headquartered in Pittsburgh, Pennsylvania, offering a broad range of banking, lending, investment and wealth management services. PNC operates a national banking franchise with a significant retail branch network and dedicated capabilities for commercial, institutional and government clients. Its services are designed to serve individuals, small businesses, corporations and public sector entities across the United States.

PNC’s core business activities include consumer and business banking, residential mortgage lending, corporate and institutional banking, asset management and wealth advisory services.