Stephens raises Triumph Financial stock price target to $59 on cost controls

Investing.com - Stephens raised its price target on Triumph Financial (NASDAQ:TFIN) to $59.00 from $53.00 on Friday, while maintaining an Equal Weight rating on the stock. The new target sits within the current analyst range of $53-63, with the stock currently trading at $51.29. According to InvestingPro data, TFIN has shown significant momentum, gaining over 9% in the past week.

The price target increase follows Triumph Financial’s third-quarter 2025 results, which showed improved cost controls that drove earnings per share and pre-provision net revenue above consensus forecasts. InvestingPro analysis shows the company, currently valued at $1.22 billion, maintains a FAIR overall financial health score, though it trades at a relatively high P/E ratio of 170x.

Transportation fundamentals remained challenging during the quarter, contributing to revenue results that came in 3% below consensus forecasts, according to Stephens.

The research firm noted that Triumph’s continued focus on efficiency is expected to extend into 2026, leading Stephens to increase its fiscal year 2026 earnings per share forecast by 5%.

Stephens’ 2026 outlook assumes 20% revenue growth in Triumph’s transportation-related business segments (Intelligence, Payments, and Factoring), partially offset by banking headwinds due to the company’s asset-sensitive profile and the assumption of three additional Federal Reserve rate cuts.

In other recent news, Triumph Bancorp reported its Q3 2025 earnings, revealing a mixed financial performance. The company posted earnings per share (EPS) of $0.04, which exceeded the forecast of -$0.04. However, revenue was slightly below expectations, coming in at $109.28 million compared to the forecast of $110.92 million. Despite missing revenue projections, the company’s stock experienced a notable increase, attributed to investor optimism regarding Triumph Bancorp’s strategic initiatives and future outlook. These developments have drawn attention from analysts and investors alike, highlighting the company’s potential in the coming quarters.

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