CPG monitors quarterly financial performance trends among publicly traded banks and provides opinions on the implications for the industry and the strategies needed to deliver top-tier performance going forward.

Here are the takeaways from our 2Q26 Bank Report:

  • The industry posted a strong second quarter. Median ROATCE increased across all asset tiers and reached eight-quarter highs in three.
  • Median NIM increased across all asset tiers and reached eight-quarter highs in four, supported by continued asset repricing.
  • Bank investors responded positively to the improved earnings outlook. Median price-to-tangible book values reached eight-quarter highs across all asset tiers, and shareholder returns were positive in every tier.

Download the report here!