Triumph Financial, Inc. (NYSE:TFIN) Stock Has Consensus Price Target of $84.80

Key Points

• Analysts have a consensus “Hold” rating on Triumph Financial, with five holds and two buys. The average 12-month price target is $84.80, above the reported share price of $62.07.
• Third-quarter revenue rose to $125.67 million, beating the $123.11 million consensus estimate, but EPS of $0.52 missed expectations of $0.60. Lower profitability and returns remain concerns despite the revenue beat.
• Institutional investors own 91.11% of the stock, while two executives recently sold shares under disclosed transactions. BlackRock also established a new position worth approximately $259 million during the second quarter.

Shares of Triumph Financial, Inc. (NYSE:TFIN - Get Free Report) have been assigned a consensus recommendation of "Hold" from the seven brokerages that are covering the firm, Marketbeat Ratings reports. Five research analysts have rated the stock with a hold rating and two have issued a buy rating on the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $84.80.

TFIN has been the topic of several research reports. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Triumph Financial in a research report on Friday, August 7th. Keefe, Bruyette & Woods lifted their target price on Triumph Financial from $78.00 to $88.00 and gave the stock a "market perform" rating in a report on Thursday, July 23rd. Stephens boosted their target price on shares of Triumph Financial from $82.00 to $88.00 and gave the company an "equal weight" rating in a research report on Thursday, July 23rd. Raymond James Financial cut their target price on Triumph Financial from $89.00 to $84.00 and set an "outperform" rating for the company in a research report on Friday, September 25th. Finally, Zacks Research downgraded Triumph Financial from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 28th.

Insider Activity

In other news, EVP Adam D. Nelson sold 3,750 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $79.05, for a total value of $296,437.50. Following the completion of the sale, the executive vice president owned 23,755 shares in the company, valued at $1,877,832.75. This represents a 13.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Edward Schreyer sold 2,900 shares of Triumph Financial stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $73.75, for a total transaction of $213,875.00. Following the transaction, the executive vice president directly owned 15,534 shares in the company, valued at approximately $1,145,632.50. This represents a 15.73% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 5.51% of the stock is owned by corporate insiders.

Institutional Trading of Triumph Financial

A number of hedge funds have recently bought and sold shares of TFIN. BlackRock Inc. purchased a new position in Triumph Financial in the second quarter worth $259,022,000. Dimensional Fund Advisors LP raised its holdings in shares of Triumph Financial by 0.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 832,146 shares of the company's stock worth $49,641,000 after purchasing an additional 3,530 shares during the period. Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in Triumph Financial in the second quarter worth $49,047,000. Ranger Investment Management L.P. increased its position in Triumph Financial by 48.5% in the first quarter. Ranger Investment Management L.P. now owns 523,251 shares of the company's stock worth $31,217,000 after buying an additional 170,871 shares during the last quarter. Finally, Diamond Hill Capital Management LLC Investment Advisor bought a new stake in shares of Triumph Financial in the second quarter valued at $38,807,000. 91.11% of the stock is currently owned by institutional investors.

Key Headlines Impacting Triumph Financial

Here are the key news stories impacting Triumph Financial this week:

• Positive Sentiment: Third-quarter revenue rose to approximately $125.7 million, ahead of analysts’ consensus estimate of about $123.1 million. The result indicates solid top-line performance and was the main favorable element of the release. Triumph Financial Q3 Earnings, Revenue Rise
• Positive Sentiment: Quarterly earnings improved substantially from the year-earlier period, with reported EPS of roughly $0.52–$0.54 versus $0.19 a year ago. The company also released its third-quarter results and shareholder letter, giving investors additional detail on operating trends and management’s outlook. Triumph Releases Third Quarter 2026 Financial Results
• Neutral Sentiment: Reported EPS varies slightly by source, likely reflecting different earnings measures, but the company’s quarterly result was consistently below the approximately $0.60 analyst consensus. Investors will likely use the shareholder letter to assess whether the shortfall was temporary or reflects broader pressure on earnings. Triumph Financial Q3 2026 Shareholder Letter
• Negative Sentiment: The earnings miss is the primary negative catalyst: EPS came in below expectations by approximately $0.06–$0.08. Net margin declined to 7.17% and return on equity was 4.69%, suggesting that profitability and capital efficiency remain concerns despite the revenue beat. Triumph Financial Q3 Earnings Miss Estimates

Triumph Financial Price Performance

NYSE:TFIN opened at $62.07 on Friday. Triumph Financial has a one year low of $49.27 and a one year high of $83.52. The company has a market cap of $1.48 billion, a P/E ratio of 41.94 and a beta of 1.53. The firm's fifty day moving average price is $66.12 and its two-hundred day moving average price is $69.63. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.01 and a quick ratio of 1.01.

Triumph Financial (NYSE:TFIN - Get Free Report) last released its quarterly earnings results on Wednesday, October 21st. The company reported $0.52 earnings per share for the quarter, missing the consensus estimate of $0.60 by ($0.08). The company had revenue of $125.67 million during the quarter, compared to the consensus estimate of $123.11 million. Triumph Financial had a net margin of 8.96% and a return on equity of 5.61%. Equities analysts expect that Triumph Financial will post 1.92 earnings per share for the current year.

Triumph Financial Company Profile

Triumph Financial, Inc is a financial holding company headquartered in Dallas, Texas, that provides banking, payments and financial services designed primarily for businesses and professionals in the transportation industry. The company operates through a technology-focused model that combines traditional banking capabilities with specialized payments and working-capital solutions.

Its offerings include commercial banking products, accounts and lending services, as well as transportation-focused invoice factoring through Triumph Business Capital.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.