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M&T Bank Corp. (MTB-PK) Stock Fundamental Analysis & AI Rating 2026

MTB-PK NYSE State Commercial Banks NY CIK: 0000036270
Updated This Month • Analysis: Apr 2, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
64% Confidence
AGREEMENT
HOLD
62% Conf
BUY
66% Conf

📊 MTB-PK Key Takeaways

Revenue: $1.7B
Net Margin: 172.1%
Free Cash Flow: $2.7B
Current Ratio: N/A
Debt/Equity: 0.37x
EPS: $17.00
AI Rating: HOLD with 62% confidence
M&T Bank Corp. (MTB-PK) receives a BUY rating with 64% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.7B, net profit margin of 172.1%, and return on equity (ROE) of 9.8%, M&T Bank Corp. demonstrates strong fundamentals in the Finance sector. Below is our complete MTB-PK stock analysis for 2026.

Is M&T Bank Corp. (MTB-PK) a Good Investment?

Claude

M&T Bank demonstrates solid profitability with strong net income growth (+5.6% YoY) and robust free cash flow generation ($2.7B), supported by a conservative debt/equity ratio of 0.37x. However, the dramatic 84.2% YoY revenue decline signals significant operational headwinds that warrant caution despite absolute profitability levels remaining healthy.

ChatGPT

Core profitability appears solid for a regional bank, with ROA at 1.3% and net income up 5.6% YoY, alongside strong EPS growth. Liquidity and balance-sheet strength (low long-term debt relative to equity and $2.75B in FCF) support resilience through the rate and credit cycle. The sharp reported revenue decline and distorted margins suggest classification/one-off effects, so confirming earnings quality is key.

Why Buy M&T Bank Corp. Stock? MTB-PK Key Strengths

Claude
  • + Strong net income growth of 5.6% YoY with $2.9B absolute earnings
  • + Excellent free cash flow generation of $2.7B with 165.8% FCF margin
  • + Conservative balance sheet with low leverage (0.37x debt/equity ratio) and $18.8B cash position
  • + Double-digit diluted EPS growth of 16.1% YoY
ChatGPT
  • + Healthy ROA (1.3%) and EPS growth (+16% YoY)
  • + Strong free cash flow ($2.75B) and liquidity ($18.77B cash)
  • + Conservative leverage (0.37x long-term debt/equity) with sizable equity base ($29.18B)

MTB-PK Stock Risks: M&T Bank Corp. Investment Risks

Claude
  • ! Severe 84.2% YoY revenue decline indicates material business contraction or portfolio changes
  • ! Weak interest coverage ratio of 1.7x leaves limited cushion for economic stress
  • ! Low ROA of 1.3% and ROE of 9.8% suggest inefficient asset utilization for a financial institution
  • ! 30 Form 4 filings in 90 days may indicate elevated insider activity requiring scrutiny
ChatGPT
  • ! Revenue volatility/quality concerns (−84% YoY and >100% margins)
  • ! Low interest coverage (1.7x) amid potential funding cost pressure
  • ! Credit normalization could pressure net income and ROE

Key Metrics to Watch

Claude
  • * Revenue stabilization and return to growth trajectory
  • * Net interest margin trends and interest income composition
  • * Loan quality metrics and non-performing asset ratios
  • * Core deposits and funding stability
  • * Operating efficiency ratio and cost management
ChatGPT
  • * Net interest margin (NIM)
  • * Provision for credit losses

M&T Bank Corp. (MTB-PK) Financial Metrics & Key Ratios

Revenue
$1.7B
Net Income
$2.9B
EPS (Diluted)
$17.00
Free Cash Flow
$2.7B
Total Assets
$213.5B
Cash Position
$18.8B

💡 AI Analyst Insight

The 165.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

MTB-PK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 222.8%
Net Margin 172.1%
ROE 9.8%
ROA 1.3%
FCF Margin 165.8%

MTB-PK vs Finance Sector: How M&T Bank Corp. Compares

How M&T Bank Corp. compares to Finance sector averages

Net Margin
MTB-PK 172.1%
vs
Sector Avg 25.0%
MTB-PK Sector
ROE
MTB-PK 9.8%
vs
Sector Avg 12.0%
MTB-PK Sector
Current Ratio
MTB-PK 0.0x
vs
Sector Avg 1.2x
MTB-PK Sector
Debt/Equity
MTB-PK 0.4x
vs
Sector Avg 2.0x
MTB-PK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is M&T Bank Corp. Stock Overvalued? MTB-PK Valuation Analysis 2026

Based on fundamental analysis, M&T Bank Corp. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
9.8%
Sector avg: 12%
Net Profit Margin
172.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.37x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

M&T Bank Corp. Balance Sheet: MTB-PK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.37x
Debt/Assets
86.3%
Interest Coverage
1.73x
Long-term Debt
$10.9B

MTB-PK Revenue & Earnings Growth: 5-Year Financial Trend

MTB-PK 5-year financial data: Year 2024: Revenue $1.5B, Net Income $2.0B, EPS $11.53. Year 2025: Revenue $1.7B, Net Income $2.7B, EPS $15.79.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: M&T Bank Corp.'s revenue has shown modest growth of 8% over the 5-year period. The most recent EPS of $15.79 reflects profitable operations.

MTB-PK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
165.8%
Free cash flow / Revenue

MTB-PK Quarterly Earnings & Performance

Quarterly financial performance data for M&T Bank Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $394.0M $721.0M $4.02
Q2 2025 $388.0M $655.0M $3.73
Q1 2025 $367.0M $531.0M $3.02
Q3 2024 $360.0M $690.0M $3.98
Q2 2024 $376.0M $655.0M $3.73

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

M&T Bank Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.0B
Cash generated from operations
Stock Buybacks
$2.6B
Shares repurchased (TTM)
Capital Expenditures
$256.0M
Investment in assets
Dividends Paid
$899.0M
Returned to shareholders

MTB-PK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for M&T Bank Corp. (CIK: 0000036270)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 8-K mbt-20260415.htm View →
Mar 30, 2026 8-K mbt-20260330.htm View →
Mar 10, 2026 DEF 14A d74790ddef14a.htm View →
Mar 2, 2026 4 xslF345X05/wk-form4_1772498689.xml View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771454143.xml View →

Frequently Asked Questions about MTB-PK

What is the AI rating for MTB-PK?

M&T Bank Corp. (MTB-PK) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 64% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MTB-PK's key strengths?

Claude: Strong net income growth of 5.6% YoY with $2.9B absolute earnings. Excellent free cash flow generation of $2.7B with 165.8% FCF margin. ChatGPT: Healthy ROA (1.3%) and EPS growth (+16% YoY). Strong free cash flow ($2.75B) and liquidity ($18.77B cash).

What are the risks of investing in MTB-PK?

Claude: Severe 84.2% YoY revenue decline indicates material business contraction or portfolio changes. Weak interest coverage ratio of 1.7x leaves limited cushion for economic stress. ChatGPT: Revenue volatility/quality concerns (−84% YoY and >100% margins). Low interest coverage (1.7x) amid potential funding cost pressure.

What is MTB-PK's revenue and growth?

M&T Bank Corp. reported revenue of $1.7B.

Does MTB-PK pay dividends?

M&T Bank Corp. pays dividends, with $899.0M distributed to shareholders in the trailing twelve months.

Where can I find MTB-PK SEC filings?

Official SEC filings for M&T Bank Corp. (CIK: 0000036270) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MTB-PK's EPS?

M&T Bank Corp. has a diluted EPS of $17.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MTB-PK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, M&T Bank Corp. has a BUY rating with 64% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is MTB-PK stock overvalued or undervalued?

Valuation metrics for MTB-PK: ROE of 9.8% (sector avg: 12%), net margin of 172.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy MTB-PK stock in 2026?

Our dual AI analysis gives M&T Bank Corp. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is MTB-PK's free cash flow?

M&T Bank Corp.'s operating cash flow is $3.0B, with capital expenditures of $256.0M. FCF margin is 165.8%.

How does MTB-PK compare to other Finance stocks?

Vs Finance sector averages: Net margin 172.1% (avg: 25%), ROE 9.8% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 2, 2026 | Data as of: 2025-12-31 | Powered by Claude AI