Bank earnings October 2026: Live updates

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Is the clock ticking on Goldman Sachs CEO David Solomon’s tenure?

John Waldron, chief operating officer of Goldman Sachs Group Inc., and Goldman Sachs Chairman and CEO David Solomon.

Jason Alden | Bloomberg | Angela Weiss | AFP | Getty Images

This will be the first chance that analysts have to directly ask Goldman Sachs CEO David Solomon about reports that he could be replaced by his main deputy, John Waldron, as soon as next year.

If Waldron, who currently serves as Goldman president and chief operating officer, takes over as CEO, Solomon would likely remain as executive chairman for a period of time, an arrangement designed to engineer a smooth handoff.

But it’s unclear if Solomon, 64, is ready to release the reins of the top Wall Street investment bank, just as his company has hit its stride.

Solomon has gotten Goldman back on track after an ill-fated foray into consumer banking earlier in his tenure. With help from the artificial intelligence boom and a rebound in deals and trading, Goldman shares have outpaced rivals over the past year.

Goldman spokesman Tony Fratto has said there is “no definitive timeline for succession” at the bank.

Both Solomon and Waldron were awarded $80 bonuses in 2025 to keep them at the bank through 2030.

— Hugh Son

Wells Fargo is expected to report these segment revenues

Analysts are expecting Wells Fargo to report net interest income of $12.66 billion, according to consensus metrics from StreetAccount.

They’re also estimating the company will report a provision for credit losses of $1.14 billion.

Last quarter, CEO Charlie Scharf said the bank was “benefitting from the broad-based economic strength” in the U.S.

– Laya Neelakandan

Wells Fargo has a streak of beating revenue expectations

According to StreetAccount, Wells Fargo has beaten consensus expectations for revenue in 12 of the past 20 quarters.

The company has also beaten consensus metrics for earnings per share in 16 of the past 20 quarters, with one report in-line with expectations.

– Laya Neelakandan

Here’s what to expect from Citigroup

Citigroup is set to report its third-quarter results before the bell on Tuesday. Here’s what the company is expected to post, based on a survey of analysts by LSEG:

  • Earnings per share: $2.66 expected
  • Revenue: $23.72 billion expected

Company executives will hold a conference call with analysts at 11 a.m. ET.

– Laya Neelakandan

Here’s what analysts are expecting from Goldman Sachs

David Solomon, chief executive officer of Goldman Sachs Group Inc., speaks during the Qatar Economic Forum in New York, US, on Sunday, Sept. 20, 2026.

Michael Nagle | Bloomberg | Getty Images

Goldman Sachs, led by CEO David Solomon, has benefited from elevated investment banking and trading activity so far this year.

The main question: Will the Wall Street boom continue?

Here’s what Wall Street expects:

  • Earnings per share: $13.02, according to LSEG
  • Revenue: $16.71 billion, according to LSEG
  • Trading revenue: fixed income of $3.71 billion, equities of $5.02 billion, according to StreetAccount
  • Investing banking fees: $2.84 billion, according to StreetAccount

Solomon and CFO Denis Coleman will hold a conference call with analysts at 9:30 a.m. ET.

— Hugh Son

Here’s what Wall Street expects from JPMorgan

Jamie Dimon, CEO of JPMorgan Chase, departs the Capitol in Washington, Feb. 25, 2026.

Graeme Sloan | Bloomberg | Getty Images

JPMorgan Chase is scheduled to report third-quarter earnings before the opening bell Tuesday.

JPMorgan, led by longtime CEO Jamie Dimon, is the biggest U.S. bank by assets and the largest in the world by market capitalization.

Here’s what Wall Street expects:

  • Earnings per share: $5.90 according to LSEG
  • Revenue: $51.22 billion, according to LSEG
  • Investment banking fees: $3.02 billion, according to StreetAccount
  • Trading revenue: Fixed income of $5.95 billion, equities of $4.43 billion, per StreetAccount

Dimon and CFO Jeremy Barnum will hold a conference call with analysts at 8:30 a.m. ET.

— Hugh Son

Here’s what analysts are expecting from Wells Fargo

A Wells Fargo logo is displayed on a sign outside of a bank branch on June 6, 2026 in Washington, DC.

Kevin Carter | Getty Images

Wells Fargo is scheduled to report third-quarter earnings before the bell on Tuesday. Here’s what Wall Street is expecting from the company:

  • Earnings per share: $1.85 per share expected, according to LSEG
  • Revenue: $22.3 billion expected, according to LSEG

Company executives will hold a conference call with analysts at 10 a.m. ET.

– Laya Neelakandan



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