TFC vs. PNC: Which Regional Bank is Poised for More Growth?
PNC leans into growth with new branches and acquisitions, while Truist makes efforts to enhance non-interest revenue sources.
Truist Financial Corporation (TFC) Presents at Morgan Stanley US Financials Conference Transcript
Truist Financial Corporation (NYSE:TFC ) Morgan Stanley US Financials Conference Call June 11, 2025 9:45 AM ET Company Participants William Henry Rogers - Executive Chairman & CEO Conference Call Participants Betsy Lynn Graseck - Morgan Stanley, Research Division Betsy Lynn Graseck Okay. Thanks, everybody, for joining us this morning.
Truist: Solid Q1 And Buybacks Create Upside Potential (Rating Upgrade)
Truist shares have dropped over 25%, now offering a 5.8% dividend yield and sub-10x forward multiple, with Q1 results showing solid performance and share repurchase plans. Deposits grew 0.6% sequentially, but deposit costs fell only 24bps despite a 100bps rate drop, raising concerns about future rate cuts. Truist's net interest margin fell to 3.01%, but asset sales and reinvestment at higher yields should stabilize NII; credit costs may rise due to tariffs.
Truist Financial: Q1 Earnings And Valuation Prompt A Rating Upgrade
Truist Financial Corporation's Q1 2025 earnings report was solid, with disciplined expense management leading to positive operating leverage - despite a 3.2% decline in net revenues. The bank's asset quality remains strong, with stable nonperforming assets and net charge-offs in line with larger competitor U.S. Bancorp. Continued share buybacks, totaling $500 million in Q1 and likely $750 million in Q2, underline management's confidence in the bank's fundamentals.
Truist Financial's Q1 Earnings Beat Estimates on Higher NII, Stock Up
TFC's first-quarter 2025 earnings top estimates on higher NII and lower non-interest expenses. Yet, lower non-interest income and higher provisions remain woes.
Truist Financial Corporation (TFC) Q1 2025 Earnings Call Transcript
Truist Financial Corporation (NYSE:TFC ) Q1 2025 Earnings Conference Call April 17, 2025 8:00 AM ET Company Participants Brad Milsaps - Investor Relations Bill Rogers - Chairman and Chief Executive Officer Mike Maguire - Chief Financial Officer Brad Bender - Chief Risk Officer Conference Call Participants Ken Usdin - Autonomous Research John Pancari - Evercore Erika Najarian - UBS Mike Mayo - Wells Fargo Betsy Graseck - Morgan Stanley Matt O'Connor - Deutsche Bank Ebrahim Poonawala - Bank of America Gerard Cassidy - RBC Operator Greetings, ladies and gentlemen, and welcome to the Truist Financial Corporation First Quarter 2025 Earnings Conference Call. Currently, all participants are in a listen-only mode.
Truist Financial (TFC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Truist Financial (TFC) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Truist Financial Corporation (TFC) Q1 Earnings Surpass Estimates
Truist Financial Corporation (TFC) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.90 per share a year ago.
Rise in NII to Support Truist's Q1 Earnings, Lower Fee Income to Hurt
A decent lending scenario and relatively high rates are expected to have driven TFC's NII and supported Q1 earnings.
Truist Financial (TFC) Soars 8.8%: Is Further Upside Left in the Stock?
Truist Financial (TFC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Truist Financial Corporation (TFC) Expected to Beat Earnings Estimates: Should You Buy?
Truist Financial (TFC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why Truist Financial (TFC) is Poised to Beat Earnings Estimates Again
Truist Financial (TFC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
