Update shared on 13 Nov 2025
Fair value Increased 8.51%Analysts have raised their price target for Bancorp from $70.50 to $76.50. They cite improved revenue growth projections and a reassessment of future profitability and valuation metrics.
What's in the News
- Dominic C. Canuso appointed as Chief Financial Officer, bringing over 25 years of financial services experience to guide Bancorp's financial strategy and long-term growth (Key Developments).
- The company completed a share repurchase of 3,472,396 shares, or 7.45% of outstanding shares. The total amount was $225 million under the buyback plan announced in October 2024 (Key Developments).
- Bancorp provided new earnings guidance, targeting a minimum $7 earnings per share run-rate by Q4 2026 and initiating preliminary 2027 guidance of $8.25 per share (Key Developments).
- The company lowered 2025 earnings guidance from $5.25 to $5.10 per share, citing lower traditional lending balances and increased credit provision for leasing after losses in trucking credits (Key Developments).
- Expanded partnership with TW&A enables new securities-backed lending and digital estate planning services to enhance holistic wealth solutions for clients (Key Developments).
Valuation Changes
- Consensus Analyst Price Target increased from $70.50 to $76.50, reflecting a more optimistic valuation outlook.
- Discount Rate has risen slightly from 6.78% to 6.96%, indicating a modest increase in expected risk or cost of capital.
- Revenue Growth projections improved, with the decline moderating from minus 15.92% to minus 8.33%.
- Net Profit Margin reduced from 111.58% to 91.29%, signaling expectations for lower future profitability margins.
- Future P/E ratio declined from 10.03x to 8.90x, suggesting enhanced earnings expectations or a more attractive valuation.
Disclaimer
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