US 8-K filings, October 13-19, 2026: banks report higher net interest income
In Form 8-K filings, the reports US companies make on material events, BNY Mellon said its net interest income rose 15% in the third quarter of 2026. Fifth Third Bancorp said its rose 49% year over year.
An update from FactIQ, written from company statements in 8-K filings of US companies to the Securities and Exchange Commission. What is FactIQ?
Key figures
- BNY Mellon, net interest income, third quarter of 2026
- 15%increase reported by the company; primarily from reinvestment at higher yields and balance-sheet growth
- Fifth Third Bancorp, net interest income, third quarter of 2026, year over year
- 49%increase reported by the company; primarily due to Comerica
- Travelers, capital returned to shareholders, third quarter of 2026
- $1.8 billionreported by the company; including $1.5 billion of repurchases
- U.S. Bancorp, net interest margin, third quarter of 2026
- 2.84 percentreported by the company; up from 2.75 percent
Several large US banks said their net interest income increased in the third quarter of 2026
These results come from Form 8-K filings, the reports a US company files to disclose a material event. Net interest income is what a bank earns on loans and securities minus what it pays on deposits and borrowings.
- BNY Mellon said its net interest income increased 15%. It said this came primarily from reinvestment at higher yields and balance-sheet growth.
- Fifth Third Bancorp said its net interest income increased 3% sequentially to $2.28 billion. It said the 49% year-over-year increase was primarily due to Comerica.
- PNC Financial Services Group said its net interest income increased $558 million year over year. It cited commercial loan growth, FirstBank's contribution and lower funding costs.
- U.S. Bancorp said its taxable-equivalent net interest income increased 5.6 percent. It said its net interest margin, the gap between what it earns on assets and pays on funding, rose to 2.84 percent from 2.75 percent.
- Truist Financial said its taxable-equivalent net interest income increased $27 million, or 0.7%, year over year.
Insurers and banks said they returned capital to shareholders
- Travelers said it returned $1.8 billion of excess capital to shareholders, including $1.5 billion of repurchases. It said its combined ratio, claims and expenses as a share of premiums, improved 0.5 points to 86.8%.
- PNC said it returned $1.4 billion to shareholders through common dividends and share repurchases in the third quarter of 2026.
- Marsh & McLennan said it repurchased approximately 2.7 million shares for $500 million in the third quarter of 2026.
- Fastenal said it returned 81.8% of net income to shareholders through dividends and share repurchases in the third quarter of 2026.
Other companies reported asset sales, expense changes and new reporting segments
- Truist said it agreed to sell $7.7 billion of unsecured consumer loans, substantially all of LightStream's assets, to Carlyle Group. It recorded $1.4 billion of losses on sales of available-for-sale securities.
- State Street said its total expenses increased 8%. It said it delivered its eleventh consecutive quarter of positive operating leverage, meaning revenue grew faster than expenses, excluding notable items.
- U.S. Bancorp said it completed a live cross-border payment pilot using its stablecoin.
- Occidental Petroleum said crude oil collar settlements reduced its third-quarter 2026 operating cash flow before working capital by $94 million.
- Prudential Financial said it renamed its former International Businesses segment Japan Businesses.
Source: 8-K filings of US companies to the Securities and Exchange Commission. See which companies FactIQ covers.
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