William Blair Investment Management LLC Increases Holdings in Texas Capital Bancshares, Inc. $TCBI

Posted by Brian Himes on May 25th, 2026

William Blair Investment Management LLC increased its stake in Texas Capital Bancshares, Inc. (NASDAQ:TCBI – Free Report) by 17.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 468,000 shares of the bank’s stock after purchasing an additional 68,539 shares during the quarter. William Blair Investment Management LLC’s holdings in Texas Capital Bancshares were worth $42,373,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the stock. Arizona State Retirement System grew its position in shares of Texas Capital Bancshares by 0.9% in the third quarter. Arizona State Retirement System now owns 13,575 shares of the bank’s stock valued at $1,147,000 after purchasing an additional 126 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in Texas Capital Bancshares by 4.5% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 2,902 shares of the bank’s stock valued at $245,000 after buying an additional 126 shares during the period. GAMMA Investing LLC boosted its stake in Texas Capital Bancshares by 9.8% during the fourth quarter. GAMMA Investing LLC now owns 1,463 shares of the bank’s stock valued at $132,000 after buying an additional 131 shares during the period. PNC Financial Services Group Inc. boosted its stake in Texas Capital Bancshares by 4.0% during the third quarter. PNC Financial Services Group Inc. now owns 3,665 shares of the bank’s stock valued at $310,000 after buying an additional 142 shares during the period. Finally, Teacher Retirement System of Texas boosted its stake in Texas Capital Bancshares by 2.1% during the third quarter. Teacher Retirement System of Texas now owns 7,149 shares of the bank’s stock valued at $604,000 after buying an additional 144 shares during the period. 96.88% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Paola M. Arbour purchased 1,000 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was purchased at an average price of $91.50 per share, with a total value of $91,500.00. Following the completion of the purchase, the director directly owned 6,671 shares in the company, valued at approximately $610,396.50. This trade represents a 17.63% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Robert W. Stallings bought 5,500 shares of the stock in a transaction dated Friday, March 6th. The stock was bought at an average cost of $22.80 per share, with a total value of $125,400.00. Following the purchase, the director owned 175,087 shares in the company, valued at $3,991,983.60. The trade was a 3.24% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have acquired 26,500 shares of company stock valued at $670,700. Corporate insiders own 1.91% of the company’s stock.

Texas Capital Bancshares Stock Performance

Shares of TCBI stock opened at $99.39 on Monday. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.27. The business has a 50-day moving average price of $97.95 and a two-hundred day moving average price of $96.02. Texas Capital Bancshares, Inc. has a 12-month low of $70.00 and a 12-month high of $108.92. The firm has a market cap of $4.34 billion, a P/E ratio of 13.36, a price-to-earnings-growth ratio of 1.41 and a beta of 0.68.

Texas Capital Bancshares (NASDAQ:TCBI – Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The bank reported $1.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.42 by $0.16. Texas Capital Bancshares had a return on equity of 10.76% and a net margin of 17.71%.The firm had revenue of $323.99 million during the quarter, compared to analyst estimates of $318.10 million. During the same quarter in the previous year, the company posted $0.92 earnings per share. The company’s revenue was up 15.5% compared to the same quarter last year. Equities analysts anticipate that Texas Capital Bancshares, Inc. will post 7.63 EPS for the current fiscal year.

Texas Capital Bancshares Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be paid a dividend of $0.20 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.80 annualized dividend and a yield of 0.8%.

Analysts Set New Price Targets

TCBI has been the subject of several research analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Texas Capital Bancshares in a research note on Wednesday, January 28th. Hovde Group lifted their price objective on Texas Capital Bancshares from $93.00 to $102.00 and gave the company a “market perform” rating in a research note on Tuesday, January 27th. TD Cowen lifted their price objective on Texas Capital Bancshares from $103.00 to $110.00 and gave the company a “hold” rating in a research note on Monday, January 26th. Piper Sandler lifted their price objective on Texas Capital Bancshares from $96.00 to $100.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Finally, Zacks Research lowered Texas Capital Bancshares from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 30th. Four research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $104.09.

View Our Latest Stock Analysis on Texas Capital Bancshares

Texas Capital Bancshares Profile

(Free Report)

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.