National Commercial Banks · SIC 6021

TRUIST FINANCIAL CORP

TFC

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Latest revenue

$6.15B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

-0.1% / yr 13.9 pts / yr vs S&P 500 0.5% total
Compare:

Live market

delayed ≤15 min
$48.38
1.02%
Market cap
$60.28B
Enterprise value
$125.04B
P/E (trailing)
Forward P/E
P/B
0.94×
Dividend yield
4.3%
52-wk high
$56.20
52-wk low
$38.67
Beta
Shares out
1.25B

5-year trend

What this company does

AI

Truist is the sixth-largest U.S. commercial bank, formed by the 2019 BB&T/SunTrust merger, offering retail and corporate banking, insurance brokerage, and investment banking across the Southeast and Mid-Atlantic. It earns most of its money from net interest income on loans and securities funded by deposits, supplemented by insurance commissions, investment banking fees, and mortgage income. Truist completed its final core banking systems conversion in Q1 2022, ending the multi-year merger integration and shifting management's focus to execution and organic growth.

Generated from TFC's filing dated 2026-02-24

Key risks

AI
  • NIM compression: net interest margin fell 25bps YoY to 2.76%; loan yields dropped 40bps to 3.69% on lower PPP fees and accretion.
  • Investment banking and trading income fell 25% ($85M) YoY on weaker high-yield/equity originations and lower CVA gains amid market volatility.
  • Merger integration costs persist: Q1 included $216M restructuring charges plus $202M incremental merger-related operating expenses, pressuring near-term earnings.

Generated from TFC's filing dated 2026-02-24

Leverage

Debt / equity

7.40×

0.8%

Long-term debt / equity

0.64×

17.3%

Debt / assets

88.1%

0.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$6.15B+4.5%

Q4 2025

2025-12-31

$12.12B+15.5%

Q3 2025

2025-09-30

$6.37B+0.6%

Q2 2025

2025-06-30

$6.06B+444.2%

Q1 2025

2025-03-31

$5.88B-6.8%

Q4 2024

2024-12-31

$10.49B

Q3 2024

2024-09-30

$6.33B+11.7%

Q2 2024

2024-06-30

$1.11B-81.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

National Commercial Banks · SIC 6021

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$1.6M

Net activity

−$1.6M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TFC

Institutional value

$13.57B

Total shares held

306.6M

Distinct holders

774

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC81.5M$3.75BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC24.1M$1.11BNew
3Invesco Ltd.14.2M$653.8MNew
4Bank of New York Mellon Corp11.3M$519.0MNew
5FEDERATED HERMES, INC.10.4M$476.2MNew
6DIMENSIONAL FUND ADVISORS LP8.6M$395.6MNew
7Legal & General Group Plc7.8M$359.0MNew
8VANGUARD FIDUCIARY TRUST CO7.1M$326.1MNew
9UBS Group AG6.4M$294.9MNew
10LPL Financial LLC4.9M$227.1MNew
11TRUIST FINANCIAL CORP4.4M$204.1MNew
12WELLS FARGO & COMPANY/MN4.3M$199.9MNew
13DEUTSCHE BANK AG\4.0M$186.2MNew
14JENNISON ASSOCIATES LLC4.0M$185.0MNew
15ENVESTNET ASSET MANAGEMENT INC3.9M$180.3MNew
16National Pension Service3.4M$156.3MNew
17California Public Employees Retirement System3.2M$145.4MNew
18BNP PARIBAS FINANCIAL MARKETS3.0M$136.8MNew
19Mitsubishi UFJ Asset Management Co., Ltd.2.9M$132.8MNew
20Vanguard Global Advisers, LLC2.9M$131.9MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With NIM compressing 25bps to 2.76% and loan yields down 40bps, when do rising rates actually overtake runoff of purchase accounting accretion and PPP fees?

  2. 2

    Average loans fell 2.4% while securities grew 25%—are you structurally under-earning, and how vulnerable is the bond book to AOCI marks?

  3. 3

    The $95M reserve release came amid 'increasing geopolitical and economic risks'—what specific CECL assumptions support releasing rather than building reserves now?

Refreshed when TFC files a new report · last from 2026-02-24