Triumph Financial, Inc. (TFIN) – What Are Analysts Saying About This Stock?

Posted by Brenda Bartman on Oct 23rd, 2026

Triumph Financial, Inc. (NYSE:TFIN – Get Free Report) has been given a consensus rating of “Hold” by the seven ratings firms that are currently covering the company, MarketBeat Ratings reports. Five research analysts have rated the stock with a hold recommendation and two have assigned a buy recommendation to the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $84.80.

A number of research firms recently issued reports on TFIN. Keefe, Bruyette & Woods boosted their price objective on Triumph Financial from $78.00 to $88.00 and gave the company a “market perform” rating in a research note on Thursday, July 23rd. DA Davidson lifted their target price on Triumph Financial from $65.00 to $82.00 and gave the company a “neutral” rating in a report on Wednesday, July 29th. Raymond James Financial decreased their price target on Triumph Financial from $89.00 to $84.00 and set an “outperform” rating on the stock in a research report on Friday, September 25th. Stephens increased their price target on shares of Triumph Financial from $82.00 to $88.00 and gave the stock an “equal weight” rating in a report on Thursday, July 23rd. Finally, B. Riley Financial raised shares of Triumph Financial from a “neutral” rating to a “buy” rating and set a $82.00 price target for the company in a report on Friday, October 2nd.

Read Our Latest Analysis on TFIN

Triumph Financial Stock Up 0.1%

TFIN opened at $62.07 on Friday. The company has a 50 day moving average of $66.12 and a 200 day moving average of $69.63. The company has a market cap of $1.48 billion, a PE ratio of 41.94 and a beta of 1.53. Triumph Financial has a 12 month low of $49.27 and a 12 month high of $83.52. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 0.05.

Triumph Financial (NYSE:TFIN – Get Free Report) last released its quarterly earnings data on Wednesday, October 21st. The company reported $0.52 earnings per share for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.08). Triumph Financial had a net margin of 8.96% and a return on equity of 5.61%. The business had revenue of $125.67 million during the quarter, compared to analysts’ expectations of $123.11 million. On average, sell-side analysts expect that Triumph Financial will post 1.92 EPS for the current year.

Key Stories Impacting Triumph Financial

Here are the key news stories impacting Triumph Financial this week:

Positive Sentiment: Third-quarter revenue rose to approximately $125.7 million, ahead of analysts’ consensus estimate of about $123.1 million. The result indicates solid top-line performance and was the main favorable element of the release. Triumph Financial Q3 Earnings, Revenue Rise
Positive Sentiment: Quarterly earnings improved substantially from the year-earlier period, with reported EPS of roughly $0.52–$0.54 versus $0.19 a year ago. The company also released its third-quarter results and shareholder letter, giving investors additional detail on operating trends and management’s outlook. Triumph Releases Third Quarter 2026 Financial Results
Neutral Sentiment: Reported EPS varies slightly by source, likely reflecting different earnings measures, but the company’s quarterly result was consistently below the approximately $0.60 analyst consensus. Investors will likely use the shareholder letter to assess whether the shortfall was temporary or reflects broader pressure on earnings. Triumph Financial Q3 2026 Shareholder Letter
Negative Sentiment: The earnings miss is the primary negative catalyst: EPS came in below expectations by approximately $0.06–$0.08. Net margin declined to 7.17% and return on equity was 4.69%, suggesting that profitability and capital efficiency remain concerns despite the revenue beat. Triumph Financial Q3 Earnings Miss Estimates

Insider Transactions at Triumph Financial

In other Triumph Financial news, EVP Adam D. Nelson sold 3,750 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $79.05, for a total value of $296,437.50. Following the sale, the executive vice president owned 23,755 shares of the company’s stock, valued at $1,877,832.75. This trade represents a 13.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Edward Schreyer sold 2,900 shares of the stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $73.75, for a total value of $213,875.00. Following the completion of the sale, the executive vice president owned 15,534 shares of the company’s stock, valued at approximately $1,145,632.50. This trade represents a 15.73% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 5.51% of the company’s stock.

Institutional Investors Weigh In On Triumph Financial

Several institutional investors and hedge funds have recently modified their holdings of the stock. Sterling Capital Management LLC grew its holdings in shares of Triumph Financial by 121.9% during the 3rd quarter. Sterling Capital Management LLC now owns 608 shares of the company’s stock worth $36,000 after acquiring an additional 334 shares during the period. Kings Path Partners LLC bought a new position in Triumph Financial in the third quarter worth $435,000. Womack Financial LLC raised its holdings in Triumph Financial by 1.2% in the third quarter. Womack Financial LLC now owns 53,011 shares of the company’s stock worth $3,180,000 after purchasing an additional 630 shares in the last quarter. GAMMA Investing LLC lifted its position in Triumph Financial by 32.2% during the third quarter. GAMMA Investing LLC now owns 718 shares of the company’s stock valued at $43,000 after buying an additional 175 shares during the period. Finally, Integrated Wealth Concepts LLC bought a new stake in shares of Triumph Financial during the 2nd quarter valued at $43,000. 91.11% of the stock is owned by hedge funds and other institutional investors.

About Triumph Financial

(Get Free Report)

Triumph Financial, Inc is a financial holding company headquartered in Dallas, Texas, that provides banking, payments and financial services designed primarily for businesses and professionals in the transportation industry. The company operates through a technology-focused model that combines traditional banking capabilities with specialized payments and working-capital solutions.

Its offerings include commercial banking products, accounts and lending services, as well as transportation-focused invoice factoring through Triumph Business Capital.