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WESTERN ALLIANCE BANCORPORATION Q2 FY26 Results

WALQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue45.7032.0%94.5%
Total Income45.7032.0%94.5%
Expenditure-279.2077.8%7.2%
PBT332.0043.5%14.0%
Net Profit261.7043.7%13.6%
OPM
NPM100.00%0.00pp0.00pp
EPS2.3743.6%13.9%
View full financials

Western Alliance Bancorporation Reports Q2 2026 Financial Results

22 Jul 2026 · 22 Jul, 1:52 am

Summary

Western Alliance Bancorporation reported solid financial results for the second quarter of 2026, with net income rising 13.0% year-over-year to $268.8 million and diluted earnings per share increasing 14.0% to $2.36. Net revenue saw a significant year-over-year increase of 17.7% to $995.7 million, supported by strong loan growth and a substantial increase in total deposits. The company highlighted robust pre-provision net revenue and a continued increase in tangible book value per share, reflecting positive business momentum.

Key Highlights

  1. 1

    Net income for the second quarter of 2026 was $268.8 million, an increase of 13.0% year-over-year.

  2. 2

    Diluted earnings per share reached $2.36 in Q2 2026, up 14.0% compared to the prior year.

  3. 3

    Net revenue for the second quarter of 2026 was $995.7 million, an increase of 17.7% year-over-year.

  4. 4

    Pre-provision net revenue1 for Q2 2026 was $412.4 million, up $81.2 million from the prior year.

  5. 5

    HFI loans totaled $60.9 billion at June 30, 2026, an increase of $5.0 billion, or 9.0%, year-over-year.

  6. 6

    Total deposits increased by $10.8 billion, or 15.1%, year-over-year to $81.9 billion.

  7. 7

    Tangible book value per share1 increased 13.2% year-over-year to $63.24.

Management Comments

K

Kenneth A. Vecchione

Western Alliance generated solid financial results in the second quarter, highlighted by strong, pre-provision net revenue1, diversified and robust loan growth, the launch of our deposit optimization strategy, and stable asset quality. Earnings per share of $2.36, rose 6.3% from an adjusted EPS2 of $2.22 in the prior quarter. Our results were driven by quarterly HFI loan growth of $1.8 billion, which reflected ongoing momentum in our C&I businesses. Net interest income rose 4% from the prior quarter, primarily from a $2.7 billion increase in average earning assets, and benefitted from a stable net interest margin, which was supported by lower funding costs. Asset quality trends continue to improve. Special mention and classified accruing loans declined approximately 22% and 3.3%, respectively, while net charge-offs declined 2 basis points from the Q1 adjusted level to 0.37%. Tangible book value per share1 climbed 13.2% year-over-year to $63.24 and the CET1 ratio remained 11.0%, while our allowance for credit losses ratio increased 2 basis points to 0.89%.

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