Truist Financial Corporation

NYSE:TFC 株式レポート

時価総額：US$63.2b

Truist Financial 将来の成長

Future 基準チェック /06

Truist Financial利益と収益がそれぞれ年間3.3%と6.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 7.9%なると予測されています。

主要情報

3.3%

収益成長率

7.88%

EPS成長率

Banks 収益成長6.8%
収益成長率6.8%
将来の株主資本利益率10.01%
アナリストカバレッジ

Good

最終更新日22 Jul 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 20

Truist Q2 2026: Adequate Results, Inadequate Vision

Summary Truist Financial Corporation released its second quarter 2026 results on Friday, significantly exceeding EPS expectations and reporting solid revenue growth. In this article, I'll provide an in-depth review of Truist's performance so far this year, focusing on operational growth in its core and non-core business segments, profitability, and credit quality. I'll also share my assessment of the results of the Federal Reserve's 2026 stress test and express my opinion on the CEO succession plan at Truist. Investment-wise, I remain on the fence about TFC stock, given adequate but underwhelming performance, ongoing share buybacks, and the CEO transition. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 24

TFC: Excess Capital And Digital Initiatives Will Drive Future Risk Reward Upside

The updated analyst price target for Truist Financial increases by about $0.20. This reflects a mix of raised and lowered Street targets as analysts refine their assumptions about discount rates, revenue growth, profit margins, and future P/E expectations.
ナラティブ更新 • Jun 08

TFC: Excess Capital And Digital Initiatives Will Support Future Risk Reward Upside

Truist Financial's updated analyst price target has edged lower by a modest $0.01, as analysts recalibrated assumptions following a mix of recent target cuts and downgrades, balanced against a few target increases from other firms. Analyst Commentary Recent research on Truist Financial reflects a split view, with some analysts trimming targets or ratings on valuation concerns, while others have modestly raised targets after revisiting their assumptions.
ナラティブ更新 • May 24

TFC: Excess Capital And Tech Initiatives Will Support Future Risk Reward Upside

Truist Financial's updated analyst price target has edged higher to about $55.67, up roughly $0.85, as analysts factor in a slightly higher fair value, modest tweaks to growth and margin assumptions, and mixed recent research that includes both price target cuts and increases along with a valuation driven downgrade. Analyst Commentary Recent research on Truist Financial reflects a split view, with several firms adjusting price targets in both directions and one valuation driven downgrade.
ナラティブ更新 • Apr 20

TFC: Excess Capital And Tech Initiatives Are Expected To Support Balanced Future Returns

The updated analyst price target for Truist Financial edges slightly lower to $54.82 from $54.86, as analysts balance higher modeled revenue growth and a modestly higher future P/E with slightly softer profit margin assumptions and a lower discount rate. Analyst Commentary Recent research on Truist Financial shows a mix of optimism and caution, with several firms adjusting price targets in both directions and a few making rating changes.
ナラティブ更新 • Apr 06

TFC: Excess Capital And Buybacks Are Expected To Support Higher Future Returns

Analysts have trimmed the average price target for Truist Financial to around $55 from about $57, reflecting a slightly lower fair value estimate along with updated views on revenue growth, margins, and future P/E assumptions after a mix of recent upgrades and target cuts across the Street. Analyst Commentary Recent research on Truist Financial shows a split view, with several firms lifting ratings and price targets while others have trimmed targets or flagged guidance as cautious.
ナラティブ更新 • Mar 23

TFC: Excess Capital And Buybacks Are Expected To Lift Future Returns

The fair value estimate for Truist Financial has been adjusted slightly lower to $56.55 as analysts weigh higher discount rate assumptions against a series of recent upgrades and price target increases that highlight excess capital, buyback potential, and improving fundamentals. Analyst Commentary Recent Street research around Truist Financial centers on excess capital, buyback capacity, and potential for improving returns, with a growing cluster of upgrades and higher price targets.
ナラティブ更新 • Mar 08

TFC: Excess Capital And Buybacks Are Expected To Drive Higher ROTCE

The analyst price target for Truist Financial edges slightly lower to $57.00 from $57.11, as analysts weigh higher capital costs against unchanged growth and margin assumptions, while pointing to excess capital, planned buybacks, and improving return targets in recent research updates. Analyst Commentary Recent Street research on Truist Financial shows a mix of optimism around capital deployment and earnings power, alongside some caution on guidance and execution timing.
ナラティブ更新 • Feb 22

TFC: Excess Capital And Buybacks May Support ROTCE While Credit Risks Persist

Analysts have nudged their fair value estimate for Truist Financial higher to $57.11 from $56.13, citing sizable excess capital, rising loan growth expectations, and growing buyback potential as key supports for the higher price target backdrop. Analyst Commentary Recent Street research on Truist Financial has turned more constructive, with multiple firms lifting price targets and some shifting to more positive ratings.
ナラティブ更新 • Feb 08

TFC: Cost Actions And Buybacks May Support ROTCE Despite Credit Uncertainty

Analysts have nudged their price targets for Truist Financial higher, reflected in our fair value estimate moving from US$55.31 to US$56.13. They highlight improving profitability assumptions, a slightly lower discount rate, modestly stronger revenue growth expectations, healthier profit margins, and a somewhat lower future P/E multiple in recent research updates.
ナラティブ更新 • Jan 25

TFC: Cost Efficiency And Buybacks Will Support Higher Future ROTCE

Analysts have nudged their price targets for Truist Financial higher, reflected in a modest fair value move from about US$55.11 to US$55.31, as they point to cost structure improvements, capital build, buyback support, and expectations for improved returns in the coming years. Analyst Commentary Recent research points to a generally constructive tone on Truist Financial, with several bullish analysts raising price targets and upgrading ratings, while a smaller group strikes a more cautious note around guidance and execution risk.
ナラティブ更新 • Jan 10

TFC: Cost Discipline And Capital Returns Will Support Improving ROTCE Outlook

Analysts have raised their blended price target for Truist Financial from US$50.88 to about US$55.11. They cite updated views on margin resilience, return on equity potential, and valuation, supported by a series of recent target hikes and upgrades that highlight improving fundamentals and capital return plans.
ナラティブ更新 • Dec 15

TFC: Higher ROTCE And Cost Discipline Will Guide Balanced Outlook

Analysts have nudged their price target on Truist Financial slightly higher, citing an improved return on tangible common equity outlook that supports a modest fair value increase to about $50.88 per share from roughly $50.55 previously. Analyst Commentary Bullish analysts highlight that the incremental price target increase, even if modest, reflects growing conviction that Truist can deliver better returns on tangible common equity over the next few quarters.
ナラティブ更新 • Nov 30

TFC: Higher ROTCE And Stable Performance Will Shape Outlook Amid Industry Headwinds

Analysts have raised their price target for Truist Financial by $1 to $49, citing improved return on tangible common equity in their latest estimates. Analyst Commentary Bullish analysts have highlighted several positive developments for Truist Financial following the updated price target.
ナラティブ更新 • Nov 16

TFC: Returns On Tangible Common Equity Will Drive Upside Momentum

Truist Financial's analyst price target has seen a modest increase to $49, up $1 from prior estimates. Analysts point to improved returns on tangible common equity and incremental progress in key financial metrics.
ナラティブ更新 • Nov 01

TFC: Operational Changes And Discipline In Profitability Will Drive Future Shareholder Returns

The analyst consensus price target for Truist Financial has been revised upward by nearly $1 to $50.50. Analysts cite improved return on tangible common equity estimates and moderately higher revenue growth expectations, which are offset by a slight dip in profit margin.
ナラティブ更新 • Oct 17

Digital Adoption And Sunbelt Expansion Will Advance Market Position

Truist Financial's analyst price target has been modestly raised from $49.25 to $49.53. Analysts cite improved revenue growth estimates but note ongoing challenges with profitability and competitive positioning.
ナラティブ更新 • Oct 03

Digital Adoption And Sunbelt Expansion Will Advance Market Position

The average analyst price target for Truist Financial has been modestly raised from $48.69 to $49.25. Analysts cite ongoing adjustments to growth expectations and mixed performance metrics as key factors supporting a slightly higher valuation.
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新しいナラティブ • Jul 20

Digital Adoption And Sunbelt Expansion Will Advance Market Position

Digital adoption and technology investments are reducing operational costs, improving efficiency, and positioning Truist for ongoing revenue and margin expansion.
Seeking Alpha • Apr 17

Truist Financial: Q1 Earnings And Valuation Prompt A Rating Upgrade

Summary Truist Financial Corporation's Q1 2025 earnings report was solid, with disciplined expense management leading to positive operating leverage - despite a 3.2% decline in net revenues. The bank's asset quality remains strong, with stable nonperforming assets and net charge-offs in line with larger competitor U.S. Bancorp. Continued share buybacks, totaling $500 million in Q1 and likely $750 million in Q2, underline management's confidence in the bank's fundamentals. I upgraded TFC stock to "buy" due to its attractive valuation and cost management progress, but will keep it in a small position for the sake of proper risk management. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Truist: True Rewards Come With Risks

Summary Truist Financial Corporation shows improved topline growth after repositioning its investment portfolio. TFC maintains good liquidity, asset quality, and impressive capital adequacy, ensuring financial stability and resilience. The stock is trading below its book value per share, presenting a buying opportunity with a target price of $45.25 and the potential for a rebound. Technical indicators suggest a buying opportunity despite weak momentum, with potential for price recovery supported by historical RSI patterns and Fibonacci retracement levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 14

Truist: Strong Net Interest Margins Coupled With High Loan Quality

Summary The bank’s ten-year median net interest margin is steady at 3.1%, reflecting the bank’s diversification and consistent loan quality. The decade-long NPL ratio outperforms peers, underscoring its effective credit risk management. The historical loan-to-deposit ratio implies a solid funding profile. Truist Financial Corp., based on the current valuation, is anticipated to deliver a five-year annual return of 14.5%. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Truist: After A Sector-Wide Rerating, The Hard Work Is Still To Come

Summary After a sector-wide rerating, I'm more cautious on Truist as the upside is increasingly tied to successfully deploying surplus capital and regaining loan/deposit share in highly competitive Southeast markets. Truist's growth depends heavily on core lending and banking after selling its insurance brokerage, but weak customer satisfaction and lost market share are concerning. Management's focus on deploying surplus capital into commercial and consumer banking is logical, but growth may disappoint without improved customer service/satisfaction levels. While Truist is modestly undervalued on long-term core growth of 4%-5%, full value realization may require activist investor involvement and better customer service strategies. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:TFC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202822,8746,143N/AN/A6
12/31/202722,0125,743N/AN/A11
12/31/202621,2745,652N/AN/A10
6/30/202619,0285,533N/AN/AN/A
3/31/202618,6575,1945,6725,672N/A
12/31/202518,4254,9745,7395,739N/A
9/30/202518,2804,9143,9323,932N/A
6/30/202518,1664,8993,9693,969N/A
3/31/202511,531-2643,9003,900N/A
12/31/202411,408-3942,1642,164N/A
9/30/202411,129-6,8913,7633,765N/A
6/30/202410,864-7,2214,6214,638N/A
3/31/202417,445-2,1447,5067,523N/A
12/31/202317,913-1,8648,6148,631N/A
9/30/202319,3445,0146,4269,789N/A
6/30/202320,5855,5476,98411,152N/A
3/31/202321,6245,9077,20211,387N/A
12/31/202219,1965,4466,40811,081N/A
9/30/202222,1865,8418,94912,354N/A
6/30/202222,4955,9215,7818,366N/A
3/31/202223,0956,0265,1697,737N/A
12/31/202123,1096,0336,2547,892N/A
9/30/202122,9145,7375,3945,493N/A
6/30/202122,1435,1895,9076,136N/A
3/31/202121,0864,5322,4252,776N/A
12/31/202020,3704,1844,1837,437N/A
9/30/202018,3503,6583,7614,585N/A
6/30/202016,0853,3255,1895,935N/A
3/31/202013,9283,265N/A6,893N/A
12/31/201911,9533,028N/A1,520N/A
9/30/201911,2933,080N/A3,335N/A
6/30/201911,1983,134N/A3,111N/A
3/31/201911,0723,067N/A3,296N/A
12/31/201810,9923,063N/A4,349N/A
9/30/201810,9292,923N/A4,654N/A
6/30/201810,8252,731N/A4,574N/A
3/31/201810,8012,587N/A4,785N/A
12/31/201710,7702,220N/A4,635N/A
9/30/201710,6372,198N/A5,437N/A
6/30/201710,5762,200N/A3,742N/A
3/31/201710,4922,110N/A3,403N/A
12/31/201610,2212,259N/A3,115N/A
9/30/201610,0132,169N/A1,650N/A
6/30/20169,7362,062N/A3,754N/A
3/31/20169,3341,975N/A3,378N/A
12/31/20159,1831,936N/A3,131N/A
9/30/20159,0671,985N/A3,608N/A

アナリストによる今後の成長予測

収入対貯蓄率: TFCの予測収益成長率 (年間3.3% ) は 貯蓄率 ( 3.5% ) を下回っています。

収益対市場: TFCの収益 ( 3.3% ) US市場 ( 17.1% ) よりも低い成長が予測されています。

高成長収益: TFCの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TFCの収益 ( 6.8% ) US市場 ( 12.6% ) よりも低い成長が予測されています。

高い収益成長: TFCの収益 ( 6.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TFCの 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/27 09:34
終値2026/07/24 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Truist Financial Corporation 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。46

アナリスト機関
Stephen BiggarArgus Research Company
David GeorgeBaird
Jason GoldbergBarclays