Third-quarter earnings season starts Tuesday with the largest U.S. banks.
JPMorgan Chase & Co. (NYSE:JPM), Goldman Sachs Group Inc. (NYSE:GS), Citigroup Inc. (NYSE:C) and Wells Fargo & Co. (NYSE:WFC) report Oct. 13 before the open. Bank of America Corp. (NYSE:BAC) and Morgan Stanley (NYSE:MS) follow on Oct. 14.
Options traders expect contained reactions from all six.
Implied moves stand at 3.65% for JPMorgan, 3.87% for Bank of America, 4.15% for Citigroup, 4.27% for Goldman Sachs, 4.44% for Morgan Stanley and 5.00% for Wells Fargo.
The widest expected swings sit in smaller names.
Six of the 10 largest implied moves of the week belong to regional banks, and five stocks carry double-digit readings.
The reports arrive in an unusual rate backdrop. The Federal Reserve raised its policy rate to a range of 3.75% to 4.00% on Sept. 16, its first hike since July 2023. The 10-year Treasury yield trades at around 5.3%, the highest level since 2002.
Higher rates lift what banks earn on new loans. They also raise deposit costs and cut the value of bonds bought at lower yields.
The SPDR S&P Regional Banking ETF (NYSE:KRE) has dropped about 11% from its mid-August high.
These are the 10 largest expected movers of the week, among U.S. stocks with at least $1 billion in market cap, according to Benzinga Pro data.
Which Stocks Could Swing The Most This Week?
10. Domino’s Pizza: 7.96% Implied Move
The pizza chain reports third-quarter results Oct. 13 before the open. Analysts expect $1.18 billion in revenue and earnings of $4.36 per share.
It is the first report under Chief Executive Officer Joe Jordan, who took over from Russell Weiner on Oct. 1.
U.S. same-store sales, average ticket and the full-year outlook are the key things to watch.
Domino’s Pizza Inc. (NASDAQ:DPZ) has fallen 26.3% in 2026.
9. Cohen & Steers: 8.56% Implied Move
The asset manager, a specialist in real estate securities and preferred stocks, reports Oct. 15 after the close. Consensus calls for $157.53 million in revenue and earnings of 92 cents per share.
Preliminary assets under management fell to $95.9 billion at the end of September from $101.0 billion a month earlier, the company said Oct. 8. Market depreciation of $5.1 billion outweighed net inflows of $335 million.
Net flows, fee revenue and the asset trend in October are the swing factors.
Cohen & Steers Inc. (NYSE:CNS) is up 10.8% this year but trades about 20% below its August high.
8. Albertsons: 8.61% Implied Move
The grocer behind Safeway, Vons and Jewel-Osco reports fiscal second-quarter results Oct. 13 before the open. Analysts model $18.87 billion in revenue and earnings of 33 cents per share.
In July, the company cut its fiscal 2026 adjusted earnings outlook to a range of $1.75 to $1.85 per share from $2.22 to $2.32. It also guided for identical sales to fall between 0.5% and 1.5%. Shares dropped 21.6% that day.
Cody Perdue became interim chief financial officer on Sept. 30, after the previously announced retirement of Sharon McCollam.
Identical sales, gross margin and any change to the lowered outlook will likely drive the move.
Albertsons Companies Inc. (NYSE:ACI) is down 28.4% in 2026.
7. Truist Financial: 8.83% Implied Move
The Charlotte-based lender reports Oct. 16 before the open. The Street expects $5.36 billion in revenue and earnings of $1.14 per share.
It is the first earnings call under Chief Executive Officer Mike Lyons, who took the role on Sept. 1. Two weeks later, Truist agreed to sell $5.5 billion of auto loans.
JPMorgan, which rates the stock Underweight, cut its price target to $51 from $54 on Oct. 2. UBS lowered its target to $50 from $55 on Oct. 5.
Net interest income, charge-offs and the pace of buybacks are what investors will be watching.
Truist Financial Corp. (NYSE:TFC) has lost 6.4% this year.
6. Regions Financial: 8.95% Implied Move
The Birmingham, Alabama-based bank reports Oct. 16 before the open. Consensus sits at $1.99 billion in revenue and earnings of 66 cents per share.
Five firms have cut their price targets since Sept. 23, according to Benzinga Analyst Ratings: Truist Securities, Morgan Stanley, Evercore ISI, JPMorgan and UBS.
Net interest income, deposit costs and charge-offs are the swing factors here.
Regions Financial Corp. (NYSE:RF) is down 0.6% in 2026.
5. Independent Bank: 10.80% Implied Move
The parent of Massachusetts lender Rockland Trust reports Oct. 15 after the close. Analysts expect $261.09 million in revenue and earnings of $1.84 per share.
The bank missed estimates last quarter, earning $1.70 per share against a $1.79 consensus. Shares fell 3.1% the next day.
Independent Bank Corp. (NASDAQ:INDB) has gained 5.2% this year.
4. FB Financial: 10.90% Implied Move
The Nashville-based parent of FirstBank reports Oct. 13 before the open.
That makes it the first regional bank on this list to report. Analysts model $181.63 million in revenue and earnings of $1.20 per share.
Nonperforming loans rose to 1.17% of total loans in the second quarter from 0.96% in the first. In September, the company issued $125 million of subordinated notes.
Credit quality, net interest margin and deposit costs will likely drive the reaction.
FB Financial Corp. (NYSE:FBK) is down 5.9% in 2026.
3. Simmons First National: 11.39% Implied Move
The Arkansas-based bank reports Oct. 15 after the close. Consensus calls for $253.47 million in revenue and earnings of 53 cents per share.
In September, Simmons said it will close 26 branches on Dec. 4. It expects $40 million to $45 million in pre-tax restructuring charges, substantially all booked in the third quarter.
Wall Street is split heading into the print. Piper Sandler upgraded the stock to Overweight on Sept. 4 and Keefe, Bruyette & Woods moved to Outperform on Sept. 10. Meanwhile, Morgan Stanley downgraded it to Underweight on Sept. 8.
Up 17.7% this year, Simmons First National Corp. (NASDAQ:SFNC) is the best-performing bank on this list.
2. ManpowerGroup: 14.07% Implied Move
The staffing company reports Oct. 15 before the open. Analysts expect $4.85 billion in revenue and earnings of $1.01 per share. The company guided for $0.96 to $1.06.
Shares jumped 32.4% on July 16 after second-quarter adjusted earnings of 99 cents per share beat estimates. Management cited strong demand in the United States, Latin America, Italy and Spain.
Fourth-quarter guidance, gross margin and hiring demand in Europe are what investors are looking at beyond earnings and the top line.
ManpowerGroup Inc. (NYSE:MAN) has surged 82.0% in 2026, the largest gain on this list. It trades about 15% below its August high.
1. Home BancShares: 15.08% Implied Move
The Conway, Arkansas-based parent of Centennial Bank reports Oct. 14 after the close. Consensus sits at $294.27 million in revenue and earnings of 64 cents per share.
Last quarter, adjusted earnings of 64 cents per share beat the 61-cent consensus and net interest margin held at 4.51%. Shares rose 4.8% the next day.
The bank closed its acquisition of Mountain Commerce Bancorp on April 1.
Net interest margin after the Fed hike, organic loan growth and the Mountain Commerce integration are the key things to watch.
Up 2.0% this year, Home BancShares Inc. (NYSE:HOMB) carries the widest expected swing of the week.
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