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Wells Fargo: the asset-cap exit story still has to prove cleaner bank earnings
Wells Fargo reported 2025 revenue net of interest expense of $83.7 billion and Q1 2026 revenue net of interest expense of $21.4 billion. The thesis depends on net interest income, deposits, credit quality, expense discipline, regulatory progress and capital returns.
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Wells Fargo: the asset-cap exit story still has to prove cleaner bank earningsWells Fargo reported 2025 revenue net of interest expense of $83.7 billion and Q1 2026 revenue net of interest expense of $21.4 billion. The thesis depends on net interest income, deposits, credit quality, expense discipline, regulatory progress and capital returns.NYSEMay 19, 2026Research reportReadSlides