Jefferies initiates First Horizon stock with Buy, sets $24 target

Published 20/05/2025, 22:22
Jefferies initiates First Horizon stock with Buy, sets $24 target

On Tuesday, Jefferies began coverage of First Horizon National (NYSE:FHN) with a positive outlook, assigning the stock a Buy rating and establishing a price target of $24. Currently trading at $20.08, InvestingPro analysis suggests the stock is undervalued, with a Fair Value indicating significant upside potential. The firm’s analysts pointed to First Horizon’s robust defensive characteristics amid a backdrop of economic uncertainty. They emphasized the bank’s rate-neutral pre-provision net revenue (PPNR) business model and stable credit outlook, with an expected net charge-off (NCO) ratio for the fiscal year 2025 ranging between 15 to 25 basis points.

The analysts noted that First Horizon’s presence in the Southeast market is a significant asset that should command a premium valuation. Additionally, they highlighted the company’s strong capital position when compared to its peers, suggesting that this could be a key factor in its favor.

First Horizon National is recognized for its banking operations that span across several states in the Southeast, providing a range of financial services to consumers and businesses. The firm’s analysts believe that the bank’s strategic market positioning and financial health are likely to attract investors looking for stability in uncertain economic times. InvestingPro data supports this view, showing a "GOOD" overall Financial Health Score, along with several additional insights available to subscribers.

The $24 price target set by Jefferies reflects the firm’s confidence in First Horizon’s potential to perform well in the current economic climate. This target suggests a favorable perspective on the company’s future financial performance and stock valuation.

In conclusion, Jefferies’ initiation of coverage on First Horizon National with a Buy rating and a $24 price target underscores the firm’s belief in the bank’s ability to navigate through potential economic challenges while maintaining a strong financial position.

In other recent news, First Horizon Corporation reported its first-quarter 2025 earnings, surpassing analysts’ expectations with an earnings per share (EPS) of $0.42, compared to the projected $0.40. However, the company’s revenue fell short of forecasts, coming in at $812 million against the expected $823.88 million. In light of these results, Raymond (NSE:RYMD) James adjusted its price target for First Horizon, lowering it from $22 to $20, while maintaining an Outperform rating. The analysts noted challenges in achieving positive pre-provision net revenue (PPNR) growth due to increased noninterest expenses but highlighted the company’s strong capital ratios, with a common equity tier 1 (CET1) ratio of 10.9%.

Additionally, First Horizon shareholders approved all proposals during the company’s annual meeting, including the election of directors, an advisory resolution on executive compensation, and the ratification of KPMG LLP as the company’s auditor. The company also repurchased $360 million in shares during the first quarter, indicating robust cash flow. Analysts from Raymond James expressed a positive outlook for First Horizon, suggesting that lower interest rates could benefit the company’s counter-cyclical businesses. Despite economic uncertainties, First Horizon remains committed to its 2025 guidance for total revenue growth and expects low single-digit loan growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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