Piper Sandler raises PNC Financial stock price target to $211 on FirstBank deal

Published 10/09/2025, 14:18
Piper Sandler raises PNC Financial stock price target to $211 on FirstBank deal

Investing.com - Piper Sandler has raised its price target on PNC Financial (NYSE:PNC) to $211.00 from $200.00 while maintaining a Neutral rating on the stock. Currently trading at $200.41, PNC’s shares are approaching their 52-week high of $216.26. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value model, with 12 analysts recently revising their earnings estimates upward.

The adjustment follows PNC’s presentation at an industry conference where management discussed its recently announced FirstBank acquisition. The bank’s executives expressed enthusiasm about the transaction, which provides PNC immediate scale in Colorado through FirstBank’s leading branch network. This strategic move builds upon PNC’s existing market position as a prominent player in the banking industry, with a substantial market capitalization of $78.92 billion.

The acquisition brings low-cost deposits and strong credit quality to PNC, while creating opportunities to cross-sell PNC’s product lineup to FirstBank’s existing customer base. Piper Sandler’s revised price target reflects the integration of the pending FirstBank transaction into its financial models.

While PNC did not explicitly change its guidance during the conference, the CEO indicated the bank is trending toward the upper end of the financial ranges provided in July. This suggests potentially stronger performance than previously communicated.

Piper Sandler characterized management’s overall update as "constructive," though the firm maintained its Neutral stance on PNC stock despite the higher price target.

In other recent news, PNC Financial Services Group reported strong second-quarter results for 2025, with earnings per share of $3.85, surpassing the forecast of $3.55. The company also exceeded revenue expectations, reporting $5.66 billion compared to the anticipated $5.61 billion. Additionally, PNC Financial announced the acquisition of FirstBank for $4.125 billion, a deal structured as 70% stock and 30% cash. This acquisition involves FirstBank’s 95 branches in Colorado and Arizona. In a related development, HSBC raised its price target for PNC Financial to $219.00, maintaining a Buy rating. Furthermore, Oppenheimer upgraded PNC Financial’s stock rating from Perform to Outperform, setting a price target of $238.00. These upgrades reflect PNC’s growth outlook, despite its shares underperforming compared to banking sector benchmarks. These recent developments highlight significant strategic and financial movements for PNC Financial.

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