First Horizon stress test shows strong capital levels above requirements

Published 30/07/2025, 21:34
First Horizon stress test shows strong capital levels above requirements

MEMPHIS - First Horizon Corporation (NYSE:FHN), an $11.2 billion market cap regional bank, announced Wednesday that its 2025 company-run capital stress test results demonstrate the bank would maintain capital ratios well above regulatory minimums during hypothetical severe economic downturns. According to InvestingPro analysis, the bank currently maintains a "GOOD" overall financial health score of 2.58 out of 5.

The bank reported a minimum Common Equity Tier 1 Capital ratio of 9.7% under the stress scenario, more than double the 4.5% regulatory minimum requirement. This represents approximately $4 billion of additional pre-tax loss absorption capacity, according to the company.

First Horizon’s test utilized the 2025 Dodd-Frank Act Stress Test Severely Adverse Scenario published by the Federal Reserve in February.

"Our 2025 capital stress test results reflect the resilience of our diversified business model, prudent risk management, and strong capital position," said Chief Financial Officer Hope Dmuchowski in the press release. This assessment aligns with InvestingPro data showing the bank’s strong financial metrics, including a conservative debt-to-equity ratio of 0.56 and consistent dividend payments maintained for 15 consecutive years.

The $82.1 billion asset regional bank reported its loan portfolio stressed loss rate at 2.3%, significantly lower than the 6.1% Federal Reserve-published median result. The company attributed this difference to its portfolio mix, including lower-loss loans to mortgage companies and limited exposure to higher-loss rate credit cards.

First Horizon’s pre-provision net revenue as a percentage of total assets reached 4.7%, exceeding the peer median of 2.3%.

The stress test results included a $0.15 quarterly common stock dividend maintained throughout the nine-quarter scenario horizon.

The bank’s actual Common Equity Tier 1 Capital ratio stood at 11.2% as of the fourth quarter of 2024, with a near-term target of 10.75%, according to information provided in the company statement. Based on InvestingPro’s Fair Value analysis, First Horizon appears undervalued at current levels, with 12 analysts recently revising their earnings estimates upward for the upcoming period. Discover more insights about First Horizon and other banking stocks in InvestingPro’s comprehensive research reports, available for over 1,400 US-listed companies.

In other recent news, First Horizon National Corporation reported its second-quarter 2025 earnings, exceeding analysts’ expectations with an earnings per share (EPS) of $0.45, compared to the anticipated $0.42. However, the company’s revenue slightly missed projections, recording $830 million against the expected $831.93 million. Citi has raised its price target for First Horizon to $25 from $22, maintaining a Buy rating on the bank’s shares. This adjustment was made based on Citi’s outlook that First Horizon’s revenue will trend toward the higher end of guidance, while expenses are anticipated to be at the lower end of the projected range. These recent developments reflect the company’s performance and the positive sentiment from analysts regarding its financial trajectory.

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