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

Shares of Triumph Financial, Inc. (NYSE:TFIN) 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) 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.