Truist Securities appoints Matthew Miller as head of mergers & acquisitions [Accessibility Statement] Skip NavigationIndustry veteran brings 30 plus years of experience to full-service investment bankATLANTA, Feb. 26, 2026 /PRNewswire/ -- Truist Securities today announced that Matthew Miller has joined the firm as managing director and head of mergers & acquisitions, strengthening its leadership team and advisory capabilities.Continue ReadingTruist Securities today announced that Matthew Miller has joined t ...

Truist Wealth expands investment solutions with cryptocurrency [Accessibility Statement] Skip NavigationTruist Investment Services offering client access to two spot Bitcoin ETFsCHARLOTTE, N.C., Feb. 25, 2026 /PRNewswire/ -- Truist Wealth, the private wealth business of Truist Financial Corporation (NYSE: TFC), announces that Truist Investment Services, Inc. (TIS) financial advisors will now be able to offer two SEC-registered spot bitcoin exchangetraded funds (ETFs) sponsored by Fidelity and BlackRock.Thes ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K _________________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) _________________________________________________________________ North Carolina 56-0939887 (State or other jurisdict ...

Truist Financial (NYSE: TFC) entered 2026 expecting steady financial improvement. In January, management noted strong loan-growth momentum and forecast a powerful combo of paying less to retain customer deposits while still earning more on each loan it makes. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » All of these pieces help explain why the bank anticipates higher revenue ahead, ...

Core Viewpoint - The financial sector is currently the most oversold among all sectors, down 5.7% year-to-date, presenting potential investment opportunities due to strong fundamentals despite negative sentiment [1]. Financial Sector Overview - The financial sector ETF (XLF) has declined 5.7% year-to-date, driven by interest-rate volatility, recession fears, and credit quality concerns [1]. - Many financial institutions are trading at valuations below historical averages, indicating a potential disconnect between market pricing and actual financial health [1]. - Historically, when sentiment is negative but fundamentals remain solid, financial stocks have rebounded sharply once market confidence returns [1]. Dividend Importance - Dividends have contributed approximately 32% to the S&P 500's total return since 1926, highlighting their significance for total return expectations [1]. - A study indicates that dividend stocks delivered an annualized return of 9.18% from 1973 to 2023, significantly outperforming non-dividend payers [1]. Investment Opportunities - Ares Capital Corp. (NASDAQ: ARCC) offers a 9.94% dividend and specializes in financing solutions for middle-market companies, rated Buy by 12 analysts [1]. - Fifth Third Bancorp (NASDAQ: FITB) provides a 2.90% dividend and has recently acquired Comerica, rated Buy with a $60 target price [1]. - Regions Financial Corp. (NYSE: RF) offers a 3.46% dividend and operates approximately 1,250 banking offices across the U.S., rated Buy with a $32 target price [2]. - Truist Financial Corp. (NYSE: TFC) has a 4.03% dividend and was formed through the merger of SunTrust Bank and BB&T, rated Overweight with a $69 target price [2]. - U.S. Bancorp (NYSE: USB) provides a 3.53% dividend and offers a comprehensive range of financial services, rated Outperform with a target price of $77 [2].

Core Viewpoint - Truist Financial Corporation announced the redemption of all $1,250,000,000 principal amount of its fixed-to-floating rate senior notes due March 2, 2027, on the redemption date of March 2, 2026, at 100% of the principal amount plus accrued interest [1]. Group 1: Redemption Details - The redemption price for the senior notes will be equal to 100% of the principal amount plus accrued and unpaid interest up to the redemption date [1]. - Interest on the senior notes will cease to accrue on and after the redemption date [1]. - Payment of the redemption price will be made through The Depository Trust Company [1]. Group 2: Company Overview - Truist Financial Corporation is a purpose-driven financial services company headquartered in Charlotte, North Carolina, with total assets of $548 billion as of December 31, 2025 [1]. - The company has a leading market share in many high-growth markets in the U.S. and offers a wide range of products and services, including consumer and small business banking, commercial and corporate banking, investment banking, capital markets, wealth management, payments, and specialized lending [1]. - Truist is recognized as a top-10 commercial bank in the United States [1].

Core Insights - Appaloosa Management, led by David Tepper, has adjusted its investment portfolio for Q4 2025, focusing on increasing positions in Micron and Meta while reducing holdings in Whirlpool and others [1] Group 1: Investment Adjustments - The hedge fund increased its stake in Micron by 1 million shares, bringing total holdings to 1.5 million shares with a total market value of approximately $428 million [1] - Appaloosa also raised its investment in Meta by 230,000 shares, increasing total holdings to 600,000 shares with a market value of around $396 million [1] Group 2: Reductions in Holdings - The fund reduced its position in Whirlpool by 1.59 million shares, indicating a significant decrease in investment [1] - Appaloosa completely exited its positions in Fiserv and Truist Financial, selling all 925,000 shares and 1.3875 million shares respectively [1] Group 3: New Investments - The hedge fund has added a South Korean ETF to its portfolio, reflecting a strategic rebalancing between technology and cyclical stocks [1]

Truist Financial Corporation (NYSE:TFC) is one of the 10 Best Bank Stocks to Buy in 2026. On February 9, JPMorgan analyst Vivek Juneja raised his target price on Truist Financial by 10.7% to $57.00 (from $51.50) but maintained his Neutral rating on the stock. This target price change comes as JPMorgan updated its large-cap bank forecasts following the release of the 4th quarter results. The firm prefers bank stocks in this market cycle for five reasons. (1) Good economic trends, (2) Steady fundamentals, ...

Core Viewpoint - Truist Financial Corporation has announced the schedule for its 2027 earnings conference calls, indicating a structured approach to financial reporting and transparency for investors [1]. Group 1: Earnings Conference Call Schedule - The fourth quarter 2027 earnings call is scheduled for January 19, 2028, at 8 a.m. ET [1]. - The third quarter 2027 earnings call will take place on October 19, 2027, at 8 a.m. ET [1]. - The second quarter 2027 earnings call is set for July 16, 2027, at 9 a.m. ET [1]. - The first quarter 2027 earnings call is planned for April 16, 2027, at 8 a.m. ET [1]. Group 2: Company Overview - Truist Financial Corporation is a purpose-driven financial services company headquartered in Charlotte, North Carolina [1]. - The company has a total asset base of $548 billion as of December 31, 2025, positioning it as a top-10 commercial bank in the U.S. [1]. - Truist offers a wide range of financial products and services, including consumer and small business banking, commercial and corporate banking, investment banking, capital markets, wealth management, payments, and specialized lending [1].

Core Insights - JPMorgan is the largest U.S. bank with a diversified franchise across various banking sectors, while Truist Financial is a regional bank focusing on digital banking and client experience [1][2] Group 1: JPMorgan's Position - JPMorgan's balance sheet is highly asset-sensitive, with net interest income (NII) projected to grow over 7% to $103 billion in 2026 despite lower rates [3][28] - The bank plans to open over 500 new branches by 2027 and expand its digital banking presence in the EU, including a launch in Germany by mid-2026 [4][28] - Strategic acquisitions, including a larger stake in Brazil's C6 Bank and the purchase of First Republic Bank, are part of JPMorgan's growth strategy [5][28] - The company expects card service net charge-off (NCO) rates to be around 3.4% due to favorable delinquency trends [5] Group 2: Truist Financial's Strategy - Truist is less sensitive to interest rate cycles and is focusing on strengthening its balance sheet and enhancing non-interest revenue sources post-insurance divestiture [6][29] - The bank announced a growth plan to open 100 new branches and renovate over 300 locations by 2030, while investing in its business banking ecosystem [7][29] - Truist anticipates NII growth of 3-4% in 2026, driven by low single-digit loan and deposit growth and improved earning asset mix [9][10] Group 3: Financial Performance and Valuation - Over the past year, JPMorgan shares gained 12.5%, while Truist shares increased by 16.3% [11] - JPMorgan's forward price-to-earnings (P/E) ratio is 14.42X, compared to Truist's 11.88X, indicating JPMorgan is more expensive [14][16] - JPMorgan's return on equity (ROE) stands at 17.16%, significantly higher than Truist's 9.03%, reflecting better efficiency in generating profits [19][29] Group 4: Growth Projections - The Zacks Consensus Estimate projects JPMorgan's revenue growth of 5.1% for 2026 and 3.1% for 2027, with earnings expected to rise by 5.1% and 7.6% respectively [21][24] - For Truist, revenue growth is estimated at 4.8% for 2026 and 4.2% for 2027, with earnings projected to increase by 13.4% and 12.3% respectively [24][29]