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.
An increase suggests management expects higher future returns, which reduces the required pension expense and improves the plan's funded status.
This represents the anticipated annual rate of return on the assets held within the company's defined benefit pension pl...
Peer banks typically align this with long-term capital market expectations and their specific asset mix.
other_defined_benefit_plan_assumptions_used_calculating__b1a7e7| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | 0 | 0.1 | 0.1 | 0.1 | 0.1 |
| QoQ Change | — | +37.8% | +6.5% | -7.6% | -5.7% |
| YoY Change | — | +37.8% | +6.5% | -7.6% | -5.7% |