Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Fulton Financial Corporation (FULT)
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-04
$24.31+2.06%
Close 2026-11-04 · 1-day change
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
2.32 → 2.39 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for FULT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend per share growth | The company is committed to growing dividends, raising them to $0.19 per share. | Intact | Dividends do not increase by at least $0.01 by FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
FULT is a value-oriented regional bank with a growth and acquisition-integration story, rather than a high-confidence compounder. The thesis is intact, but earnings quality is fragile and management execution is assessed as neutral.
The evidence describes FULT as cheap versus peers, with valuation expectations that appear broadly justified and a modest expectations gap. The model has high confidence in that relative valuation view, but the snapshot does not explain which specific growth or earnings assumptions the market already includes.
Near term, recent earnings beats and Q3 loan and customer-funding growth support continued execution, though loan growth partly reflects the Blue Foundry acquisition. Integration is reported as successful, and repurchases increased in Q3. Earnings quality remains fragile; a guidance cut is a key risk, while the current risk assessment is low and the stated miss probability is 18%.
Over the next few quarters, the thesis depends on sustaining organic and in-market growth while integrating Blue Foundry and maintaining earnings execution. A guidance cut or Fed rate cuts would be unfavorable risks; continued earnings strength and higher guidance from financial-sector bellwethers could support sector momentum.
For the next 1 to 3 years, FULT’s long-term thesis is intact, with cheap relative valuation and recent execution balanced by fragile earnings quality and sensitivity to rates and guidance. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Net loans increased to $25.9 billion in Q2 2026. |
| Intact |
| Net loans fall below $25 billion by FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income growth | Operating income rose to $127.7 million, showing strong profitability. | Intact | Operating income falls below $125 million by FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.33 → $2.39 · observed estimates
$1.52B → $1.52B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.33 | $1,517,099,867 | 5 / 4 |
| 2026-07-25 | $2.36 | $1,515,842,400 | 7 / 5 |
| 2026-07-26 | $2.36 | $1,515,842,400 | 7 / 5 |
| 2026-07-27 | $2.34 | $1,521,418,667 | 6 / 4 |
| 2026-07-28 | $2.34 | $1,521,418,667 | 6 / 4 |
| 2026-07-29 | $2.36 | $1,521,418,670 | 7 / 6 |
| 2026-07-30 | $2.30 | $1,519,268,667 | 6 / 4 |
| 2026-07-31 | $2.36 | $1,521,418,670 | 7 / 6 |
| 2026-08-01 | $2.30 | $1,519,268,667 | 6 / 4 |
| 2026-08-02 | $2.35 | $1,519,268,670 | 7 / 6 |
| 2026-08-03 | $2.35 | $1,519,268,670 | 7 / 6 |
| 2026-08-04 | $2.35 | $1,519,268,670 | 7 / 6 |
| 2026-08-05 | $2.35 | $1,519,164,000 | 7 / 6 |
| 2026-08-06 | $2.35 | $1,519,164,000 | 7 / 6 |
| 2026-08-07 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-08 | $2.36 | $1,519,164,000 | 7 / 6 |
| 2026-08-09 | $2.36 | $1,519,164,000 | 7 / 6 |
| 2026-08-10 | $2.36 | $1,519,164,000 | 7 / 6 |
| 2026-08-12 | $2.36 | $1,519,164,000 | 7 / 6 |
| 2026-08-13 | $2.36 | $1,519,164,000 | 7 / 6 |
| 2026-08-14 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-15 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-16 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-17 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-18 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-19 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-20 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-21 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-22 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-23 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-24 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-25 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-26 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-27 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-28 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-29 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-30 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-08-31 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-01 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-02 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-03 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-04 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-05 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-06 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-07 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-08 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-09 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-10 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-11 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-12 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-13 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-14 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-15 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-16 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-17 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-18 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-19 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-20 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-21 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-22 | $2.30 | $1,519,164,000 | 6 / 4 |
| 2026-09-23 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-24 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-25 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-26 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-27 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-28 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-29 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-09-30 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-10-01 | $2.31 | $1,521,914,000 | 6 / 4 |
| 2026-10-02 | $2.31 | $1,523,364,000 | 6 / 4 |
| 2026-10-03 | $2.32 | $1,523,364,000 | 6 / 4 |
| 2026-10-04 | $2.32 | $1,523,364,000 | 6 / 4 |
| 2026-10-05 | $2.32 | $1,523,364,000 | 6 / 4 |
| 2026-10-06 | $2.32 | $1,523,364,000 | 6 / 4 |
| 2026-10-07 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-08 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-09 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-10 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-11 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-12 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-13 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-14 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-15 | $2.34 | $1,525,923,733 | 6 / 4 |
| 2026-10-16 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-17 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-18 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-19 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-20 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-21 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-22 | $2.34 | $1,525,923,733 | 6 / 5 |
| 2026-10-23 | $2.35 | $1,529,307,067 | 6 / 5 |
| 2026-10-24 | $2.36 | $1,529,407,067 | 6 / 5 |
| 2026-10-25 | $2.36 | $1,529,407,067 | 6 / 5 |
| 2026-10-26 | $2.36 | $1,529,407,067 | 6 / 5 |
| 2026-10-27 | $2.36 | $1,529,407,067 | 6 / 5 |
| 2026-10-28 | $2.36 | $1,524,614,000 | 6 / 4 |
| 2026-10-29 | $2.36 | $1,524,614,000 | 6 / 4 |
| 2026-10-30 | $2.36 | $1,524,614,000 | 6 / 4 |
| 2026-10-31 | $2.39 | $1,524,614,000 | 6 / 4 |
| 2026-11-01 | $2.39 | $1,524,614,000 | 6 / 4 |
| 2026-11-02 | $2.39 | $1,524,614,000 | 6 / 4 |
| 2026-11-03 | $2.39 | $1,524,614,000 | 6 / 4 |
| 2026-11-04 | $2.39 | $1,524,614,000 | 6 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.