JPMorgan vs. Truist Financial: Which Bank Stock is the Better Buy Now?
JPMorgan JPM is the largest U.S. bank, while Truist Financial TFC is a prominent regional bank. JPM leverages its massive global presence, branch expansion strategy and diversified financial services, while TFC is blending its targeted regional branch expansion with cutting-edge digital banking.
Truist Bank Preferreds Reviewed: All Rated Hold
Truist Financial Corporation is a top 10 U.S. bank formed from the SunTrust and BB&T merger, offering multiple preferred stock options. TFC's $25 Par preferred stocks—Series I, O, and R—are compared, with Series I featuring a variable rate and a high floor, appealing in certain rate environments. When rates decline, fixed-rate preferreds are favored unless floaters like TFC.PR.I have strong floors; call protection and yield remain key considerations.
Truist Financial Corporation (TFC) Presents at The BancAnalysts Association of Boston Conference Transcript
Truist Financial Corporation ( TFC ) The BancAnalysts Association of Boston Conference November 6, 2025 9:40 AM EST Company Participants Kristin Lesher - Chief Wholesale Banking Officer Conference Call Participants Betsy Graseck - Morgan Stanley, Research Division Michael Mayo - Wells Fargo Securities, LLC, Research Division Steven Alexopoulos - TD Cowen, Research Division Presentation Unknown Analyst A top 10 U.S. commercial bank headquartered in Charlotte, North Carolina with over $540 billion of assets. The company's footprint includes 7 of the top 10 fastest-growing markets in the country.
Truist Financial Q3 Results: Overall, A Solid Quarter, Reaffirming My Investment Thesis
Truist Financial Corporation delivered solid Q3 2025 results, with EPS beating estimates and stable net interest margin, supporting my long-term investment thesis. TFC's loan growth outpaced peer U.S. Bancorp, credit quality remains solid, and operating profitability is improving, though progress is slow. Shareholder returns are supported by stepped-up share buybacks, reflecting management's confidence in TFC's capital base and loan portfolio.
Truist Financial Corporation (TFC) Q3 2025 Earnings Call Transcript
Truist Financial Corporation (NYSE:TFC ) Q3 2025 Earnings Call October 17, 2025 8:00 AM EDT Company Participants Bradley Milsaps - Head of Investor Relations William Rogers - Executive Chairman & CEO Michael Maguire - Senior EVP & CFO Brad Bender - Senior EVP & Chief Risk Officer Conference Call Participants John Pancari - Evercore ISI Institutional Equities, Research Division Robert Siefers - Piper Sandler & Co., Research Division L. Erika Penala - UBS Investment Bank, Research Division Kenneth Usdin - Bernstein Autonomous LLP Ebrahim Poonawala - BofA Securities, Research Division Matthew O'Connor - Deutsche Bank AG, Research Division Christopher McGratty - Keefe, Bruyette, & Woods, Inc., Research Division Betsy Graseck - Morgan Stanley, Research Division Steven Alexopoulos - TD Cowen, Research Division Gerard Cassidy - RBC Capital Markets, Research Division Presentation Operator Greetings, ladies and gentlemen, and welcome to the Truist Financial Corporation Third Quarter 2025 Earnings Conference Call.
Truist Financial Corporation (TFC) Beats Q3 Earnings and Revenue Estimates
Truist Financial Corporation (TFC) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.97 per share a year ago.
Truist's Digital Momentum: Driving Engagement, Efficiency and Revenues
TFC is fueling growth with digital tools like AI assistants, LightStream lending and personalized insights to boost engagement and revenues.
Truist Financial: The Preferred Dividend Enjoys Excellent Coverage
Truist Financial's preferred dividends are well covered, using less than 7% of net income, reflecting strong financial health and reliable income for investors. Series R preferred shares offer a 6.1% yield at a discount with low call risk, making them attractive for fixed-income portfolios seeking stability and value. Truist's common shares also look appealing, trading at just 9x 2027 earnings estimates, supported by credible growth plans and potential for dividend hikes.
Truist's Path to Long-Term Growth: Branching Out and Going Digital
Truist is rolling out 100 new branches while doubling down on digital banking, AI tools and commercial growth to fuel long-term expansion.
Truist Financial: An Undervalued Dividend Play With A Clear Catalyst For Growth
Truist Financial is undervalued and poised for stable growth, supported by a strong balance sheet and excellent credit quality. Management's strategic actions, including the TIH divestiture and portfolio repositioning, have boosted capital and improved future profitability. A robust capital return program, with consistent dividends and share buybacks, demonstrates management's commitment to rewarding shareholders.
Truist Opening 100 New Branches as It Targets Affluent Clients
Truist is investing in its physical bank branches as it targets more affluent clients. The lender announced Wednesday (Aug. 20) that it will open 100 new branches and renovate 300 more in cities around the country, including Philadelphia, Dallas, Atlanta, Austin, Miami and Washington, all areas with the potential to cultivate relationships with affluent customers.
Loan Growth Boosts Truist's NII in 1H25: Is the Upside Sustainable?
Loan growth lifts TFC's NII 3% in 1H25, with repricing and balance sheet moves set to support gains going forward despite Fed rate cuts.
