The PNC Financial Services Group, Inc. reported its financial results for the third quarter of 2024, highlighting a net income of $1.5 billion, or $3.49 per diluted share, reflecting a 2% increase from the previous quarter. Total revenue remained stable at $5.4 billion, with net interest income rising by 3% to $3.4 billion, driven by higher yields on interest-earning assets. The net interest margin improved to 2.64%, up 4 basis points from the prior quarter. However, noninterest income decreased by 4% to $2.0 billion, primarily due to lower other noninterest income, including negative fair value adjustments related to Visa derivatives.

For the first nine months of 2024, PNC's net income was $4.3 billion, a 9% decline compared to the same period in 2023. Total revenue for this period decreased by $141 million to $16.0 billion, with net interest income down 5% year-over-year. Conversely, noninterest income increased by 7%, attributed to higher capital markets and advisory fees.

PNC's total assets as of September 30, 2024, stood at $564.9 billion, stable compared to the end of 2023. Total loans were also stable at $321.4 billion, with commercial loans increasing by $1.2 billion due to new production, while consumer loans decreased by $1.3 billion. Investment securities rose by 9% to $144.2 billion, and total deposits increased by 1% to $424.0 billion.

Strategically, PNC completed the acquisition of a portfolio from Signature Bank valued at approximately $16.0 billion in total commitments on October 2, 2023, which included $9.0 billion in funded loans. The company also announced a workforce reduction expected to save approximately $325 million in personnel expenses in 2024, with $150 million incurred in Q4 2023.

In terms of credit quality, PNC reported a decrease in overall loan delinquencies, down 8% from December 31, 2023. The allowance for credit losses related to loans was $5.3 billion, down from $5.5 billion at the end of 2023, reflecting improved macroeconomic conditions. However, nonperforming assets increased by 18% to $2.6 billion, primarily due to higher commercial real estate nonperforming loans.

Looking ahead, PNC anticipates slower economic growth towards the end of 2024 and into the first half of 2025, with real GDP growth expected to trend close to 2% and unemployment remaining above 4%. For Q4 2024, PNC expects stable average loans, a slight increase in net interest income, and a decline in fee income.

About PNC FINANCIAL SERVICES GROUP, INC.

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