DA Davidson Increases Texas Capital Bancshares (NASDAQ:TCBI) Price Target to $104.00

Texas Capital Bancshares (NASDAQ:TCBI) had its price objective upped by investment analysts at DA Davidson from $94.00 to $104.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the bank’s stock. DA Davidson’s price objective would indicate a potential upside of 3.58% from the stock’s current price.

Other analysts have also issued research reports about the stock. JPMorgan Chase & Co. raised their target price on shares of Texas Capital Bancshares from $92.00 to $105.00 and gave the company an “underweight” rating in a research report on Tuesday, December 16th. Hovde Group lifted their price objective on Texas Capital Bancshares from $85.00 to $93.00 and gave the stock a “market perform” rating in a research note on Thursday, October 23rd. Zacks Research downgraded shares of Texas Capital Bancshares from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 9th. Weiss Ratings raised shares of Texas Capital Bancshares from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 31st. Finally, Stephens restated an “overweight” rating and issued a $114.00 target price on shares of Texas Capital Bancshares in a report on Friday. Four research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Texas Capital Bancshares presently has a consensus rating of “Hold” and a consensus target price of $98.73.

Texas Capital Bancshares Price Performance

Texas Capital Bancshares stock traded down $1.84 during trading hours on Friday, reaching $100.41. 69,325 shares of the stock were exchanged, compared to its average volume of 404,994. The stock has a 50 day moving average of $93.15 and a two-hundred day moving average of $87.86. Texas Capital Bancshares has a twelve month low of $59.37 and a twelve month high of $105.36. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.19. The company has a market cap of $4.58 billion, a P/E ratio of 16.46, a price-to-earnings-growth ratio of 0.73 and a beta of 0.67.

Texas Capital Bancshares (NASDAQ:TCBI) last announced its quarterly earnings data on Thursday, January 22nd. The bank reported $2.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.30. Texas Capital Bancshares had a net margin of 15.14% and a return on equity of 9.51%. The business had revenue of $327.48 million for the quarter, compared to analysts’ expectations of $324.09 million. During the same period last year, the firm posted $1.43 earnings per share. Equities analysts expect that Texas Capital Bancshares will post 5.84 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Robert W. Stallings acquired 5,000 shares of the firm’s stock in a transaction that occurred on Monday, October 27th. The shares were bought at an average cost of $20.68 per share, with a total value of $103,400.00. Following the acquisition, the director owned 275,913 shares in the company, valued at approximately $5,705,880.84. This represents a 1.85% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 1.72% of the stock is currently owned by corporate insiders.

Institutional Trading of Texas Capital Bancshares

Several large investors have recently modified their holdings of the business. Danske Bank A S purchased a new stake in Texas Capital Bancshares in the third quarter worth approximately $25,000. Advisory Services Network LLC bought a new position in shares of Texas Capital Bancshares during the 3rd quarter valued at $32,000. Thurston Springer Miller Herd & Titak Inc. boosted its stake in shares of Texas Capital Bancshares by 169.7% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 391 shares of the bank’s stock worth $35,000 after buying an additional 246 shares during the last quarter. Cullen Frost Bankers Inc. bought a new stake in shares of Texas Capital Bancshares in the third quarter worth $39,000. Finally, Caitong International Asset Management Co. Ltd increased its position in Texas Capital Bancshares by 793.3% during the third quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the bank’s stock valued at $45,000 after acquiring an additional 476 shares during the last quarter. 96.88% of the stock is owned by institutional investors.

Key Headlines Impacting Texas Capital Bancshares

Here are the key news stories impacting Texas Capital Bancshares this week:

• Positive Sentiment: Q4 earnings beat — adjusted EPS roughly $2.08 (vs. $1.78 consensus) and revenue topped estimates; net income rose 44% year‑over‑year, driving the immediate market rally after the print. Globe Newswire — Q4 Results
• Positive Sentiment: Capital and book value strength — book and tangible book value per share rose ~13% YoY and CET1 capital was a healthy 12.1%, supporting confidence in the balance sheet and dividend/buyback capacity. Globe Newswire — Capital / Book Value
• Positive Sentiment: Share repurchases — board authorized up to $200M through 2026 and the company repurchased ~1.45M shares in Q4 at an average ~$86.76, which supports EPS/ROE and likely buoyed investor sentiment. Globe Newswire — Buyback
• Neutral Sentiment: Analyst reaction mixed — Piper Sandler raised its price target to $96 (from $86) but kept a “neutral” rating; that PT is below the stock’s current level, which tempers the bullish response. The Fly — Piper Sandler PT
• Neutral Sentiment: Street view: recent analyst targets cluster around mid‑$90s (median ~$95.5), so while some firms remain constructive, consensus implies limited upside from current levels. TickerReport / Analyst Targets
• Negative Sentiment: Credit and revenue mix signals — criticized loans and non‑accruals increased q/q (criticized loans rose to ~$635M) and non‑interest income fell vs. the prior quarter (lower investment banking/advisory and trading income); net interest margin was down ~9 bps q/q, which could weigh on forward earnings. Globe Newswire — Credit / NII Detail

About Texas Capital Bancshares

Texas Capital Bancshares, Inc is a bank holding company headquartered in Dallas, Texas, operating through its wholly owned subsidiary, Texas Capital Bank. The company specializes in providing commercial banking services to middle-market companies, entrepreneurs, professional service firms, real estate developers, and not-for-profit organizations. Its broad range of offerings includes commercial lending, treasury and cash management, real estate finance, equipment finance, and energy lending, all designed to address the unique financial needs of businesses navigating growth and market challenges.

In addition to its core commercial banking capabilities, Texas Capital Bancshares delivers private banking and wealth management services for business owners and high-net-worth individuals.