Insider Trading March 11, 2026

PNC Director Linda Medler Buys $4,007 in Stock; Analysts Raise Targets After Strong Quarter

Small insider purchase comes amid upbeat analyst revisions following PNC’s robust fourth-quarter 2025 core results

By Nina Shah PNC
PNC Director Linda Medler Buys $4,007 in Stock; Analysts Raise Targets After Strong Quarter
PNC

PNC Financial Services Group director Linda R. Medler purchased 20 shares of the bank’s $5 Par Common Stock on March 9, 2026, for $200.38 per share, totaling $4,007. The transaction was reported on a Form 4 filing with the SEC. The stock trades at $204.72, and InvestingPro flags PNC as appearing undervalued on a Fair Value basis. PNC’s strong fourth-quarter 2025 core earnings and favorable analyst reactions have led multiple firms to raise price targets.

Key Points

  • PNC director Linda R. Medler purchased 20 shares on March 9, 2026, for $200.38 per share, totaling $4,007.
  • PNC reported fourth-quarter 2025 core EPS of $5.01, driven by higher fees and lower provisioning and taxes, prompting multiple upward analyst target revisions.
  • InvestingPro flagged PNC as appearing undervalued on a Fair Value basis and noted the bank has paid dividends for 56 consecutive years - developments relevant to bank and broader financial-sector investors.

Linda R. Medler, who serves on the board of PNC Financial Services Group (NYSE: PNC), recorded a purchase of 20 shares of the company’s $5 Par Common Stock on March 9, 2026, according to a Form 4 filing submitted to the Securities and Exchange Commission. The shares were acquired at $200.38 apiece for a total outlay of $4,007.

As noted in the filing, Medler now directly holds 20 shares of PNC. The company’s common stock is trading at $204.72 at the time of the report. Separate InvestingPro analysis included in filings indicates PNC appears undervalued relative to its Fair Value assessment. The same InvestingPro material also highlights that PNC has sustained dividend payments for 56 consecutive years.

The insider purchase arrives against a backdrop of solid corporate results. PNC reported fourth-quarter 2025 core earnings per share of $5.01, beating analyst expectations. The company attributed the outperformance in part to higher fee income as well as lower provisioning and taxes for the period.

Following the quarterly release, several sell-side firms adjusted their price targets upward. TD Cowen raised its target to $260 while maintaining a Buy rating. Evercore ISI also lifted its target to $260, specifically citing the company’s strong fourth-quarter performance and accelerating loan growth. RBC Capital moved its target to $235, pointing to PNC’s business model and fee-based services. Keefe, Bruyette & Woods set a new target of $247 and referenced PNC’s financial guidance for 2026 in its rationale. Raymond James raised its target to $245, citing a strong outlook and the bank’s track record of exceeding forecasts and consensus estimates.

Taken together, the collection of analyst revisions reflects a generally positive market response to the bank’s reported results. The Form 4 filing documents Medler’s small direct holding, and the earnings and subsequent analyst commentary provide the immediate context for both the insider transaction and market sentiment.


Clear summary

PNC director Linda R. Medler purchased 20 shares on March 9, 2026, at $200.38 per share for $4,007. The stock trades at $204.72 and InvestingPro assesses PNC as appearing undervalued by its Fair Value metric. PNC reported fourth-quarter 2025 core EPS of $5.01, prompting multiple firms to raise price targets.

Key details

  • Insider transaction: 20 shares purchased by Linda R. Medler; total value $4,007; filing dated March 9, 2026.
  • Market context: Share price cited at $204.72; InvestingPro flags undervaluation and documents a 56-year dividend payment streak.
  • Earnings and analyst reaction: Q4 2025 core EPS $5.01; TD Cowen and Evercore ISI raised targets to $260, RBC to $235, Keefe, Bruyette & Woods to $247, Raymond James to $245.

Risks

  • The insider purchase is limited in size at $4,007, which constrains how strongly the transaction can be interpreted as a signal of insider conviction - this affects investor interpretation in the banking sector.
  • Analyst price targets differ, ranging from $235 to $260, indicating variation in expectations among sell-side firms and potential uncertainty about forward performance in the regional and national banking markets.
  • Future outcomes are tied to the execution of PNC’s 2026 guidance and ongoing drivers cited in the quarter - fee income, provisioning, taxes, and loan growth - introducing execution risk for shareholders and the financial sector.

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