Early Access

10-KPeriod: FY2021

PNC FINANCIAL SERVICES GROUP, INC. Annual Report, Year Ended Dec 31, 2021

Filed February 25, 2022For Securities:PNC

Summary

PNC Financial Services Group, Inc. reported strong results for the year ended December 31, 2021, largely driven by the acquisition of BBVA USA Bancshares, Inc. (BBVA) completed on June 1, 2021. This strategic move significantly expanded PNC's asset base and customer reach, contributing positively to total revenue, net interest income, and noninterest income. The company managed its balance sheet effectively, with total assets growing by 19% and total deposits increasing by 25%, reflecting the integration of BBVA's operations. Financially, PNC demonstrated resilience and growth, with net income from continuing operations increasing substantially year-over-year. This was supported by a significant decrease in the provision for credit losses, indicating improved credit quality and a favorable economic environment, though partially offset by the BBVA acquisition's integration costs. The company maintained a strong capital position, exceeding regulatory requirements, and returned significant capital to shareholders through dividends and share repurchases, signaling confidence in its financial health and future prospects.

Financial Statements
Beta
Revenue$19.21B
Operating Income$5.67B
Interest Expense$487.00M
Net Income$5.72B
EPS (Basic)$12.71
EPS (Diluted)$12.70
Shares Outstanding (Basic)426.00M
Shares Outstanding (Diluted)426.00M

Key Highlights

  • 1Acquisition of BBVA USA Bancshares, Inc. completed on June 1, 2021, significantly boosting assets, customer base, and revenue streams.
  • 2Total assets grew by 19% to $557.2 billion, while total deposits increased by 25% to $457.3 billion, largely due to the BBVA integration.
  • 3Net income from continuing operations rose to $5.7 billion, or $12.70 per diluted common share, a substantial increase from $3.0 billion in 2020.
  • 4Provision for credit losses saw a significant recapture of $0.8 billion in 2021, compared to a provision of $3.2 billion in 2020, reflecting improved credit quality and economic outlook.
  • 5Total revenue increased by 14% to $19.2 billion, driven by both higher net interest income and strong noninterest income growth.
  • 6PNC maintained a strong capital position with a Common Equity Tier 1 ratio of 10.3% at year-end 2021, well above regulatory minimums.
  • 7The company returned $3.0 billion to shareholders in 2021 through dividends ($2.0 billion) and share repurchases ($1.0 billion).

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