Triumph Financial, Inc.

NYSE:TFIN Rapport sur les actions

Capitalisation boursière : US$1.6b

Triumph Financial Croissance future

Future contrôle des critères 3/6

Triumph Financial devrait augmenter ses bénéfices et ses revenus de 44.5% et de 7.5% par an respectivement, tandis que le BPA devrait croître de croître de 43.8% par an.

Informations clés

44.5%

Taux de croissance des bénéfices

43.79%

Taux de croissance du BPA

Banks croissance des bénéfices8.2%
Taux de croissance des recettes7.5%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour14 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit Apr 26

TFIN: Higher Margins And Mixed Ratings Will Shape Balanced Future Returns

Analysts have increased their fair value estimate for Triumph Financial from $66.75 to $67.80, citing modestly lower revenue growth assumptions, a higher profit margin outlook, and a slightly reduced future P/E multiple as the key drivers of the updated price target. Analyst Commentary Recent Street research has focused on how Triumph Financial is executing against expectations and how that lines up with current valuation levels.
Mise à jour du récit Apr 11

TFIN: Freight Partnership And Mixed Ratings Will Shape Balanced Future Returns

Triumph Financial's analyst price target has been adjusted slightly to $66.75. Analysts cite a mixed set of updates that include a modest change in fair value assumptions, a small tweak to expected revenue growth and profit margin, and differing views on the shares as reflected in recent target and rating moves.
Mise à jour du récit Mar 27

TFIN: Freight Payment Partnership And Balanced Risk Reward Will Support Future Upside

Analysts have edged their price expectations for Triumph Financial higher, with the latest Street research highlighting a $4 increase in one target to $70 and describing the setup as a more balanced risk and reward as the shares trade closer to this level. Analyst Commentary Recent research points to a more balanced setup for Triumph Financial as the share price moves closer to the cited US$70 target level.
Mise à jour du récit Mar 10

TFIN: Freight Payment Partnerships Will Support Upside As Risk Reward Improves

Analysts have raised their price target on Triumph Financial to $70, a $4 increase. They note that the shares now appear to offer a more balanced risk and reward profile, with seasonally softer first quarter conditions already taken into account.
Mise à jour du récit Feb 24

TFIN: Freight Payment Partnerships Will Support Upside Despite Seasonal First Quarter Softness

Analysts have revised their price target on Triumph Financial by $4, reflecting updated assumptions around future P/E levels while citing a more balanced risk and reward profile as shares trade closer to existing targets and as the company enters a seasonally softer first quarter. Analyst Commentary Recent Street research on Triumph Financial has centered on valuation expectations and the timing of near term performance as shares trade closer to existing price targets.
Mise à jour du récit Feb 09

TFIN: Freight Payment Partnerships And Seasonal Weakness Will Shape Balanced Outlook

Narrative Update The analyst price target for Triumph Financial has moved modestly higher to an implied fair value of $67, with analysts pointing to refined assumptions on growth, margins, and a higher forward P/E multiple. Recent Street research highlights both a $4 target increase at one firm and a shift to a more neutral risk/reward stance as shares trade closer to existing targets.
Mise à jour du récit Jan 24

TFIN: Freight Payment Partnerships And Seasonal Caution Will Shape Balanced Outlook

Analysts have raised their fair value estimate for Triumph Financial by $1 to $66, citing a more balanced risk/reward profile after a recent downgrade to Neutral. The shares are now trading closer to published price targets, with the seasonally softer first quarter also taken into account.
Mise à jour du récit Jan 08

TFIN: Cost Discipline And Freight Partnerships Will Support Earnings Through Transportation Weakness

Narrative Update: Triumph Financial Our analyst price target for Triumph Financial moves modestly higher to US$65.00 from US$64.25. This reflects analyst views that recent cost controls and efficiency efforts, highlighted in Q3 expense commentary and a higher FY26 EPS forecast, support slightly stronger long term revenue growth assumptions, despite some pressure on recent revenue and margin metrics.
Mise à jour du récit Dec 18

TFIN: Cost Discipline Will Support Earnings Amid Transportation Cycle Headwinds

Analysts have raised their fair value estimate for Triumph Financial from $60.50 to $64.25, citing stronger cost controls that are driving earnings outperformance and supporting a higher long term valuation multiple, despite moderating revenue growth and margin assumptions. Analyst Commentary Analyst commentary around Triumph Financial has focused on the interplay between improving cost efficiency and softer top line trends, with the latest price target increase underscoring a more constructive long term earnings outlook.
Seeking Alpha Oct 20

Triumph Financial: One Of The Last 8.5% Yielding Preferred Shares Remaining

Summary Triumph Financial specializes in the transportation sector and offers a preferred share yielding nearly 8.5% at a discount. TFIN's net interest spread and margin are declining but remain higher than many of its peers. Loan growth remains strong year-over-year, but deposit volatility has pushed the loan-to-deposit ratio to 100%, increasing reliance on external financing. Despite sector concentration and rising nonperforming assets, TFINP's high yield compensates for risks, making it attractive for income-focused investors. Read the full article on Seeking Alpha
Seeking Alpha Apr 28

Triumph Financial: 8.4% Yielding Preferred Shares Are A Great Income Option

Summary Triumph Financial's preferred shares offer an attractive 8.4% yield, presenting a great entry opportunity for income investors amid recent market volatility. The bank's unique structure stabilizes net interest margins despite fluctuating interest rates, maintaining net interest income above pre-pandemic levels. Robust loan and deposit growth, with loans and deposits up over 10% year-over-year, supports the bank's financial stability and reduces reliance on external borrowing. While commercial real estate loans pose risks, the preferred shares remain insulated, ensuring continued dividend payouts and solid income for investors. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

Triumph Financial: No Change In Stance Just Yet

Summary Triumph Financial has a unique business model with a large factoring unit for small and medium trucking fleets, but recent stock performance has been disappointing. Despite growth in deposits and loans, a significant drop in net interest margin and rising non-interest expenses have hurt profitability. The company's price to earnings multiple is high, and it underperforms peers in return on assets and return on equity. While the long-term potential in the transportation sector is promising, current volatility and high valuation suggest maintaining a 'hold' rating for now. Read the full article on Seeking Alpha
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Nouveau récit Oct 20

Freight Challenges Loom But Tech Innovations And Partnerships Signal Future Revenue Growth

Strategic partnerships and innovation in AI/ML aim to drive significant revenue growth and improve net margins by lowering operational costs.
Seeking Alpha Sep 23

Triumph Financial: Still Too Speculative To Warrant Optimism

Summary Triumph Financial is not a traditional bank; it has a significant factoring unit for trucking fleets and a robust payments platform. Despite some balance sheet improvements, declining net interest income and high valuation multiples make Triumph Financial less attractive. The payments division shows strong growth, but the trucking industry's challenges and the bank's high uninsured deposit exposure are concerning. Given its unique assets and potential rate cut benefits, I maintain a speculative 'hold' rating, though a downgrade is possible. Read the full article on Seeking Alpha
Seeking Alpha Jul 01

Triumph Financial: Upgrading 8.3% Yielding Preferred Shares To A Buy

Summary Triumph Financial struggled as interest rates rose, but has shown improvement since last year. Despite some challenges, Triumph Financial has managed to maintain a healthy net interest income and strong asset yields. The bank's deposit growth has improved, reducing concerns about its loan to deposit ratio, making the preferred shares a buy. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:TFIN - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202750263N/AN/A4
12/31/202645542N/AN/A4
3/31/2026442284276N/A
12/31/2025436223167N/A
9/30/20254137951N/A
6/30/2025410101253N/A
3/31/202540293066N/A
12/31/202439713-2959N/A
9/30/202439719-1580N/A
6/30/202439926-2862N/A
3/31/202439931-3848N/A
12/31/2023406381660N/A
9/30/202341846429N/A
6/30/2023422494369N/A
3/31/202346986-224N/A
12/31/2022477996481N/A
9/30/202248210898111N/A
6/30/20224791168394N/A
3/31/2022438100154166N/A
12/31/2021432110123137N/A
9/30/2021417115115126N/A
6/30/2021398114123134N/A
3/31/202136210086105N/A
12/31/2020307628097N/A
9/30/2020280484876N/A
6/30/2020265402859N/A
3/31/2020261394466N/A
12/31/201928059N/A72N/A
9/30/201927460N/A77N/A
6/30/201926655N/A78N/A
3/31/201925254N/A85N/A
12/31/201823451N/A74N/A
9/30/201821139N/A67N/A
6/30/201819340N/A57N/A
3/31/201818237N/A53N/A
12/31/201716435N/A47N/A
9/30/201715335N/A42N/A
6/30/201714430N/A38N/A
3/31/201712925N/A28N/A
12/31/201612720N/A31N/A
9/30/201611618N/A26N/A
6/30/201611019N/A25N/A
3/31/201610919N/A27N/A
12/31/201510428N/A25N/A
9/30/201510126N/A27N/A
6/30/20159630N/A31N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TFIN ( 44.5% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de TFIN ( 44.5% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de TFIN devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de TFIN ( 7.5% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de TFIN ( 7.5% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de TFIN devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 05:52
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Triumph Financial, Inc. est couverte par 13 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Harold GoetschB. Riley Securities, Inc.
null nullD.A. Davidson & Co.
Gary TennerD.A. Davidson & Co.