Expected long-term return on plan assets for next fiscal year
PNC Financial Services Expected long-term return on plan assets for next fiscal year decreased by 5.7% to $0.06 in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 5.7%, from $0.06 to $0.06. Over 5 years (FY 2020 to FY 2025), Expected long-term return on plan assets for next fiscal year shows an upward trend with a 4.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests management expects higher future returns, which reduces the required pension expense and improves the plan's funded status.
Detailed definition
This represents the anticipated annual rate of return on the assets held within the company's defined benefit pension pl...
Peer comparison
Peer banks typically align this with long-term capital market expectations and their specific asset mix.
other_defined_benefit_plan_assumptions_used_calculating__b1a7e7Historical Data
| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | $0.05 | $0.06 | $0.07 | $0.06 | $0.06 |
| QoQ Change | — | +37.8% | +6.5% | -7.6% | -5.7% |
| YoY Change | — | +37.8% | +6.5% | -7.6% | -5.7% |
Expected long-term return on plan assets for next fiscal year at Other Companies
Frequently Asked Questions
- What is PNC Financial Services's expected long-term return on plan assets for next fiscal year?
- PNC Financial Services (PNC) reported expected long-term return on plan assets for next fiscal year of $0.06 in Q4 2025.
- How has PNC Financial Services's expected long-term return on plan assets for next fiscal year changed year-over-year?
- PNC Financial Services's expected long-term return on plan assets for next fiscal year decreased by 5.7% year-over-year, from $0.06 to $0.06.
- What is the long-term trend for PNC Financial Services's expected long-term return on plan assets for next fiscal year?
- Over 5 years (2020 to 2025), PNC Financial Services's expected long-term return on plan assets for next fiscal year has grown at a 4.8% compound annual growth rate (CAGR), from $0.05 to $0.06.
- What does expected long-term return on plan assets for next fiscal year mean?
- The projected annual percentage return on assets held in the company's pension plans.