Raymond James cuts Veritex stock rating to Outperform

Published 02/04/2025, 11:30
Raymond James cuts Veritex stock rating to Outperform

On Wednesday, Veritex Holdings (NASDAQ:VBTX), a regional bank with a market capitalization of $1.34 billion, experienced a change in its stock rating as Raymond (NSE:RYMD) James analyst Michael Rose downgraded the company from Strong Buy to Outperform. Accompanying the downgrade was a reduction in the price target to $28.00 from the previous $31.00. According to InvestingPro data, the stock appears undervalued at its current price of $24.64.

The revision by Raymond James reflects a tempered outlook for the regional bank. Although Veritex’s management has been proactive in improving the company’s balance sheet, as evidenced by a decrease in the criticized loan ratio and a reduction in the certificate of deposit (CD) mix, challenges still persist. Rose pointed out that while Veritex’s profitability may improve over time, current investments in the franchise and potential risks to its growth outlook could hinder the company’s progress towards its 1% return on assets (ROA) target in the second half of 2025. InvestingPro data shows the current ROA stands at 0.85%, with three analysts recently revising their earnings expectations downward.

Veritex’s criticized loan ratio, despite showing improvement, remains the fifth highest among its peer group, which could become a concern for investors if economic conditions worsen, especially given the bank’s beta of 1.35, indicating higher volatility than the market. The upcoming retirement of CFO Terry Early on June 30, 2025, is also seen as an indicator of the bank’s intention to stay independent for the foreseeable future, potentially limiting its franchise or takeover value in the near term. For deeper insights into Veritex’s financial health and comprehensive analysis, investors can access the detailed Pro Research Report available on InvestingPro.

Despite these concerns, Raymond James still sees a modestly positive risk-reward dynamic for Veritex shares. The stock is currently trading at a significant discount compared to its peers, with a price-to-book ratio of 0.84x, while offering an attractive dividend yield of 3.25%. Additionally, the initiation of share repurchases in the first quarter of 2025 signals management’s confidence in the bank’s ongoing improvements.

In other recent news, Veritex Holdings announced its fourth-quarter 2024 earnings, reporting an earnings per share (EPS) of $0.54, which fell short of the projected $0.56. The company’s revenue also did not meet expectations, coming in at $106.19 million against the anticipated $112.52 million. Despite these shortfalls, Veritex Holdings has extended its stock buyback program through March 2026, allowing for the repurchase of up to $50 million of the company’s outstanding common stock. This decision reflects the company’s ongoing strategy to manage capital effectively amidst a challenging loan growth environment.

Raymond James maintained a Strong Buy rating on Veritex Holdings, setting a price target of $31.00, indicating confidence in the company’s future performance. The firm highlighted Veritex’s efficient earnback period on share repurchases, which is significantly shorter than the industry median, as a positive factor for investors. Additionally, the company is focusing on enhancing its treasury management and government-guaranteed loan offerings, aiming for a 1% return on assets in 2025. These strategic initiatives are designed to improve the company’s financial resilience and appeal to investors.

Veritex Holdings’ tangible book value per share increased by 10.9% year-over-year, suggesting strong equity growth despite a slight decline in the total loan portfolio. The company’s management remains committed to its transformation goals, with a focus on disciplined loan growth and improving fee income. As part of its ongoing efforts, Veritex is also working with a national consulting firm to optimize operational processes and enhance its product offerings. These developments reflect Veritex Holdings’ strategic focus on long-term growth and operational efficiency.

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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