Last 7 days
4.2%
Last 30 days
-27.9%
Last 90 days
-20.5%
Trailing 12 Months
-39.8%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 381.3B | 128.7B | -10.18% | -6.06% | 10.12 | 2.96 | 5.79% | -22.05% |
BAC | 226.3B | 95.0B | -16.96% | -32.55% | 8.22 | 2.38 | 6.55% | -13.92% |
WFC | 141.9B | 54.0B | -20.08% | -23.99% | 10.77 | 2.63 | 36.10% | -38.82% |
USB | 53.2B | 17.9B | -25.73% | -34.36% | 9.13 | 2.96 | 33.05% | -26.85% |
PNC | 52.1B | 21.1B | -19.56% | -31.54% | 8.52 | 2.47 | 9.94% | 6.78% |
FHN | 9.3B | 2.7B | -29.03% | -23.84% | 10.37 | 3.48 | 24.33% | -9.91% |
MID-CAP | ||||||||
CFR | 6.7B | 1.5B | -21.32% | -26.79% | 11.51 | 4.52 | 46.29% | 30.71% |
BOKF | 6.4B | 1.4B | -19.76% | -11.28% | 12.34 | 4.61 | 17.98% | -15.83% |
ZION | 4.5B | 2.7B | -40.14% | -53.66% | 4.97 | 1.67 | 19.32% | -19.66% |
PNFP | 4.2B | 1.4B | -25.86% | -41.15% | 7.49 | 3.06 | 33.23% | 6.34% |
SMALL-CAP | ||||||||
PRK | 1.9B | 378.2M | -8.81% | -8.88% | 12.77 | 5.01 | 19.24% | -3.63% |
TRMK | 1.5B | 541.8M | -16.36% | -20.11% | 20.86 | 2.77 | 22.45% | -51.22% |
WABC | 1.2B | 221.8M | -20.10% | -25.60% | 9.71 | 5.34 | 27.86% | 41.07% |
HOPE | 1.2B | 716.1M | -23.26% | -37.55% | 5.38 | 1.64 | 26.40% | 6.70% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | 12.3% | 16,637 | 14,810 | 13,867 | 13,637 | 13,774 |
EBITDA | 3.7% | 21,985 | 21,197 | 20,812 | 20,819 | - |
EBITDA Margin | -7.7% | 1.32* | 1.43* | 1.50* | 1.53* | - |
Earnings Before Taxes | 0.7% | 7,669 | 7,619 | 7,746 | 7,915 | 7,993 |
EBT Margin | -10.4% | 0.46* | 0.51* | 0.56* | 0.58* | - |
Interest Expenses | 5.4% | 14,316 | 13,578 | 13,066 | 12,904 | 13,006 |
Net Income | 1.3% | 6,267 | 6,187 | 6,254 | 6,380 | 6,437 |
Net Income Margin | -9.8% | 0.38* | 0.42* | 0.45* | 0.47* | - |
Free Cahsflow | 25.7% | 10,517 | 8,366 | 7,295 | 7,450 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 1.2% | 555,255 | 548,438 | 545,123 | 543,979 | 541,241 |
Cash Equivalents | -3.6% | 21,421 | 22,225 | 23,113 | 29,122 | 20,295 |
Net PPE | 0.6% | 3,605 | 3,585 | 3,682 | 3,662 | 3,700 |
Goodwill | 0.8% | 27,013 | 26,810 | 26,299 | 26,284 | 26,098 |
Liabilities | 1.5% | 494,718 | 487,627 | 482,124 | 478,935 | 471,970 |
. Short Term Borrowings | -8.8% | 23,422 | 25,687 | 13,736 | 5,147 | 5,292 |
Long Term Debt | 38.6% | 43,203 | 31,172 | 30,319 | 33,773 | 35,913 |
Shareholder's Equity | -0.5% | 60,537 | 60,811 | 62,999 | 65,044 | 69,271 |
Retained Earnings | 3.6% | 26,264 | 25,344 | 24,500 | 23,687 | 22,998 |
Additional Paid-In Capital | 0.2% | 34,544 | 34,487 | 34,410 | 34,539 | 34,565 |
Shares Outstanding | 0.0% | 1,327 | 1,327 | 1,326 | 1,331 | 1,328 |
Minority Interest | 0% | 23.00 | 23.00 | 24.00 | 23.00 | - |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | -10.3% | 11,081 | 12,354 | 8,366 | 7,737 | 7,892 |
Cashflow From Investing | 4.4% | -29,972 | -31,343 | -35,836 | -35,209 | -32,056 |
Cashflow From Financing | -6.4% | 20,017 | 21,387 | 24,026 | 24,462 | 25,591 |
Dividend Payments | 2.0% | 2,656 | 2,605 | 2,554 | 2,517 | 2,485 |
Buy Backs | -66.7% | 250 | 750 | 750 | 1,110 | 1,616 |
53.9%
36.9%
20%
Y-axis is the maximum loss one would have experienced if Truist Financial was unfortunately bought at previous high price.
4.2%
3.7%
-4.8%
5.3%
FIve years rolling returns for Truist Financial.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-27 | Neo Ivy Capital Management | added | 37.93 | 58,000 | 217,000 | 0.15% |
2023-03-23 | ETF MANAGERS GROUP, LLC | added | 4.63 | 17,946 | 551,946 | 0.03% |
2023-03-23 | MetLife Investment Management, LLC | reduced | -1.58 | -419,702 | 14,912,700 | 0.12% |
2023-03-17 | American Portfolios Advisors | reduced | -0.06 | -115,193 | 1,279,060 | 0.05% |
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -15.19 | -260,181 | 1,340,820 | 0.04% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -2.55 | -4,163,130 | 108,660,000 | 0.12% |
2023-03-08 | SHEETS SMITH WEALTH MANAGEMENT | reduced | -0.29 | -13,821 | 922,179 | 0.14% |
2023-03-08 | Capital Asset Advisory Services LLC | reduced | -8.46 | -79,851 | 962,149 | 0.08% |
2023-03-07 | Great Lakes Retirement, Inc. | new | - | 784,689 | 784,689 | 0.20% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -9.96 | -1,104,000 | 8,906,000 | 0.04% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 9.22% | 122,319,147 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 7.0% | 92,387,778 | SC 13G/A | |
Feb 11, 2022 | capital international investors | 3.1% | 41,100,677 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 8.73% | 116,494,076 | SC 13G/A | |
Feb 07, 2022 | blackrock inc. | 7.2% | 95,681,454 | SC 13G/A | |
Feb 16, 2021 | capital international investors | 5.6% | 75,878,878 | SC 13G | |
Feb 10, 2021 | vanguard group inc | 7.86% | 105,915,927 | SC 13G/A | |
Feb 01, 2021 | blackrock inc. | 6.6% | 89,294,163 | SC 13G/A | |
Feb 12, 2020 | vanguard group inc | 8.03% | 107,841,186 | SC 13G/A | |
Feb 06, 2020 | blackrock inc. | 6.9% | 92,175,346 | SC 13G |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | 70.82 107.68% | 91.00 166.86% | 139.47 309.00% | 201.83 491.88% | 264.90 676.83% |
Current Inflation | 64.27 88.48% | 81.44 138.83% | 122.35 258.80% | 174.61 412.05% | 227.73 567.83% |
Very High Inflation | 56.22 64.87% | 69.90 104.99% | 102.22 199.77% | 143.14 319.77% | 185.05 442.67% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 23, 2023 | 4/A | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading | |
Mar 17, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-15 | Powell Cynthia B | sold (taxes) | -25,680 | 32.1 | -800 | corp. controller, exec vp |
2023-03-15 | Weaver David Hudson | sold (taxes) | -283,347 | 32.1 | -8,827 | sr. executive vice president |
2023-03-15 | FITZSIMMONS ELLEN M | sold (taxes) | -347,226 | 32.1 | -10,817 | chief legal officer |
2023-03-15 | KING KELLY S | sold (taxes) | -1,525,300 | 32.1 | -47,517 | - |
2023-03-15 | Wilson Donta L | sold (taxes) | -221,650 | 32.1 | -6,905 | sr. executive vice president |
2023-03-15 | ROGERS WILLIAM H JR | sold (taxes) | -1,075,450 | 32.1 | -33,503 | chairman and ceo |
2023-03-15 | Cummins Hugh S. III | sold (taxes) | -604,924 | 32.1 | -18,845 | vice chair |
2023-03-15 | Case Scott | sold (taxes) | -354,288 | 32.1 | -11,037 | sr. executive vice president |
2023-03-15 | Moore-Wright Kimberly | sold (taxes) | -49,915 | 32.1 | -1,555 | sr. executive vice presidnet |
2023-03-15 | Thompson Joseph M | sold (taxes) | -289,125 | 32.1 | -9,007 | sr. executive vice president |
Consolidated Statements of Income - USD ($) shares in Thousands, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Interest Income | |||
Interest and fees on loans and leases | $ 13,252 | $ 11,481 | $ 13,485 |
Interest on securities | 2,763 | 2,090 | 1,739 |
Interest on other earning assets | 622 | 203 | 324 |
Total interest income | 16,637 | 13,774 | 15,548 |
Interest Expense | |||
Interest on deposits | 1,145 | 148 | 785 |
Interest on long-term debt | 791 | 573 | 800 |
Interest on other borrowings | 385 | 47 | 137 |
Total interest expense | 2,321 | 768 | 1,722 |
Net Interest Income | 14,316 | 13,006 | 13,826 |
Provision for credit losses | 777 | (813) | 2,335 |
Net Interest Income After Provision for Credit Losses | 13,539 | 13,819 | 11,491 |
Noninterest Income | |||
Noninterest income | 8,719 | 9,290 | 8,879 |
Noninterest Expense | |||
Personnel expense | 8,467 | 8,632 | 8,146 |
Professional fees and outside processing | 1,411 | 1,442 | 1,252 |
Software expense | 932 | 945 | 862 |
Net occupancy expense | 744 | 764 | 904 |
Amortization of intangibles | 583 | 574 | 685 |
Equipment expense | 478 | 513 | 484 |
Marketing and customer development | 352 | 294 | 273 |
Operating lease depreciation | 184 | 190 | 258 |
Regulatory costs | 183 | 137 | 125 |
Merger-related and restructuring charges | 513 | 822 | 860 |
Other expense | 742 | 803 | 1,048 |
Total noninterest expense | 14,589 | 15,116 | 14,897 |
Earnings | |||
Income before income taxes | 7,669 | 7,993 | 5,473 |
Provision for income taxes | 1,402 | 1,556 | 981 |
Net income | 6,267 | 6,437 | 4,492 |
Noncontrolling interests | 7 | (3) | 10 |
Net income available to the bank holding company | 6,260 | 6,440 | 4,482 |
Preferred stock dividends and other | 333 | 407 | 298 |
Net income available to common shareholders | $ 5,927 | $ 6,033 | $ 4,184 |
Basic EPS | $ 4.46 | $ 4.51 | $ 3.11 |
Diluted EPS | $ 4.43 | $ 4.47 | $ 3.08 |
Basic weighted average shares outstanding (in shares) | 1,328,120 | 1,337,144 | 1,347,080 |
Diluted weighted average shares outstanding (in shares) | 1,338,462 | 1,349,378 | 1,358,289 |
Insurance income | |||
Noninterest Income | |||
Noninterest income | $ 3,043 | $ 2,627 | $ 2,193 |
Wealth management income | |||
Noninterest Income | |||
Noninterest income | 1,338 | 1,392 | 1,277 |
Investment banking and trading income | |||
Noninterest Income | |||
Noninterest income | 995 | 1,441 | 1,010 |
Service charges on deposits | |||
Noninterest Income | |||
Noninterest income | 1,026 | 1,060 | 1,020 |
Card and payment related fees | |||
Noninterest Income | |||
Noninterest income | 944 | 874 | 761 |
Mortgage banking income | |||
Noninterest Income | |||
Noninterest income | 460 | 734 | 1,185 |
Lending related fees | |||
Noninterest Income | |||
Noninterest income | 375 | 349 | 315 |
Operating lease income | |||
Noninterest Income | |||
Noninterest income | 258 | 262 | 309 |
Securities gains (losses) | |||
Noninterest Income | |||
Noninterest income | (71) | 0 | 402 |
Other income | |||
Noninterest Income | |||
Noninterest income | $ 351 | $ 551 | $ 407 |
Consolidated Balance Sheets - USD ($) shares in Thousands, $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Assets | ||
Cash and Due from Banks | $ 5,379 | $ 5,085 |
Interest-bearing deposits with banks | 16,042 | 15,210 |
Securities borrowed or purchased under agreements to resell | 3,181 | 4,028 |
Trading assets at fair value | 4,905 | 4,423 |
AFS securities at fair value | 71,801 | 153,123 |
HTM securities ($47,791 and $1,495 at fair value, respectively) | 57,713 | 1,494 |
LHFS (including $1,065 and $3,544 at fair value, respectively) | 1,444 | 4,812 |
Total loans and leases | 325,991 | 289,513 |
ALLL | (4,377) | (4,435) |
Loans and leases, net of ALLL | 321,614 | 285,078 |
Premises and equipment | 3,605 | 3,700 |
Goodwill | 27,013 | 26,098 |
CDI and other intangible assets | 3,672 | 3,408 |
Loan servicing rights at fair value | 3,758 | 2,633 |
Other assets (including $1,582 and $3,436 at fair value, respectively) | 35,128 | 32,149 |
Total assets | 555,255 | 541,241 |
Liabilities | ||
Noninterest-bearing deposits | 135,742 | 145,892 |
Interest-bearing deposits | 277,753 | 270,596 |
Short-term borrowings (including $1,551 and $1,731 at fair value, respectively) | 23,422 | 5,292 |
Long-term debt | 43,203 | 35,913 |
Other liabilities (including $2,971 and $586 at fair value, respectively) | 14,598 | 14,277 |
Total liabilities | 494,718 | 471,970 |
Shareholders’ Equity | ||
Preferred stock | 6,673 | 6,673 |
Common stock, $5 par value | 6,634 | 6,639 |
Additional paid-in capital | 34,544 | 34,565 |
Retained earnings | 26,264 | 22,998 |
AOCI, net of deferred income taxes | (13,601) | (1,604) |
Noncontrolling interests | 23 | 0 |
Total shareholders’ equity | 60,537 | 69,271 |
Total liabilities and shareholders’ equity | $ 555,255 | $ 541,241 |
Common shares outstanding | 1,326,829 | 1,327,818 |
Common shares authorized | 2,000,000 | 2,000,000 |
Preferred shares outstanding | 223 | 223 |
Preferred shares authorized | 5,000 | 5,000 |