Jennison Associates LLC has increased its stock position in
Truist Financial Corporation ($TFC) while the likes of
Boston Common Asset Management and
Professional Advisory Services have reduced their stake. The bank's Q4 2025 earnings beat EPS estimates but revenues fell short, causing a gap down in share prices. Despite the mixed results,
TD Cowen cited asset repricing and potential Federal Reserve shifts as bullish catalysts and raised the price target for TFC. Additional stakes in TFC have been acquired by
STRS Ohio,
Rakuten Investment Management, and
Allstate Corp.
A new Head of Structured Credit has been announced by TFC and they've also revealed a $10B buyback plan which has met with skepticism. TFC reported Q4 earnings with key metrics indicating a YoY rise in expenses, despite which the stock dipped. The bank also announced 4-5% revenue growth and $4B share repurchase for 2026, targeting 15% ROTCE in 2027. Meanwhile,
Argus Research and Piper Sandler both maintain positive outlooks for the company.
Truist Financial Corporation TFC News Analytics from Fri, 10 Oct 2025 07:00:00 GMT to Sat, 24 Jan 2026 17:11:06 GMT -
Rating 1
- Innovation 3
- Information 7
- Rumor -2
