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TFIN

Triumph Financial, Inc.

TFIN

NYSE·Financial Services·Banks - Regional·Mkt cap $1.6B

$68.94

-0.81%

P/E

46.68

Mkt Cap

$1.6B

52-Wk Range

$46.43–$83.52

52-Week Range

$46.43 - $83.52

P/E

46.68

Fwd P/E

35.03

Beta

1.38

Div Yield

0.00%

Avg Vol

244.9K

Shares Out

23.8M

Mkt Cap

$1.6B

Price action

Price chart

Up 10.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

6 reasons

  • Specialized expertise in trucking industry with deep understanding of unique cash flow needs
  • Integrated multi-service platform reducing customer switching costs and increasing lifetime value
  • Technology-enabled service delivery through TriumphPay and digital banking platforms
  • Established brand portfolio (TriumphPay, Triumph, TBK Bank) with 40+ year operating history
  • Vertical integration of factoring, insurance, and equipment finance creating cross-selling opportunities
  • Regional banking presence combined with national fintech reach

Bear Case

2 risks

  • Average volatility.
  • Extreme premium - high expectations embedded

Growth

Moderate growth ahead

Steady revenue growth (6% YoY)

Value

Extreme premium - high expectations embedded

Momentum

Stable

+0.9% over 3m

Quality

Excellent

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 21, 2026

Q3 26 RECAP

JUL 21, 2026

Reported EPS of $0.44 vs $0.44 consensus (+0.6% surprise). Revenue of $120.2M vs $114.7M expected (+4.9%). Beat on both top and bottom lines.

EPS beat +0.6%
Rev beat +4.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+0.6%

Revenue trend · last 8Q

-15%

+1%

+3%

-17%

+36%

+21%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$106.0M

$103.5M

$101.6M

$108.1M

$109.3M

$140.4M

$122.5M

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: B. Riley · Jul 24, 2026

vs Industry

How TFIN stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.