Inside the research
Triumph Financial, Inc.
TFIN Research profile · latest available data
Price overview
$61.45
▲ +0.60 (+1.0%)
| 52w hi | $81.08 |
|---|---|
| 52w lo | $46.95 |
| Vol | 203.30K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.23
| Short | -0.38 |
|---|---|
| Medium | -0.23 |
| Long | +0.08 |
computed 2026-09-27
Key fundamentals
Triumph Financial, Inc.
Financial Services · Banks - Regional
| Market cap | $1.47B |
|---|---|
| Enterprise value | $773.40M |
| Trailing P/E | 41.52x |
| Forward P/E | 19.51x |
| P / S (ttm) | 3.23x |
| Profit margin | 8.5% |
| Return on equity | 4.1% |
| Revenue growth | +11.9% |
| Earnings growth | +193.3% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | +0.02 | |
| Technical | -0.29 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Triumph Financial, Inc., a financial holding company, provides banking, factoring, payments, and intelligence services in the United States. It offers deposit products, including checking, savings, money market, and certificates of deposit; and loan products, such as commercial real estate, commercial construction, land, and land development, residential real estate, agriculture, and consumer loans, as well as commercial and industrial loans, equipment loans, asset-based loans, business loans for working capital and operational purposes, and liquid credit loans. The company also provides electronic banking services, debit cards, insurance brokerage services, mortgage warehouse facilities, and transportation factoring services; payment, audit, and other banking services for the over the road trucking industry; and LoadPay product, a digital bank account developed for Carriers, as well as provides service and performance scoring and benchmarking to the over-the-road trucking industry. The company was formerly known as Triumph Bancorp, Inc. and changed its name to Triumph Financial, Inc. in December 2022. Triumph Financial, Inc. was incorporated in 2003 and is headquartered in Dallas, Texas.
Risk Metrics
| Beta vs SPX | 1.28 |
|---|---|
| Corr SPX | 0.47 |
| Annual vol | 43.9% |
| Annual ret | -4.7% |
| Sharpe | -0.11 |
| Max DD | -57.6% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-21 | Earnings Release, Exhibits | read |
| 2026-05-29 | Other Material Event, Exhibits | read |
| 2026-04-23 | Shareholder Vote, Exhibits | read |
| 2026-04-21 | Earnings Release, Exhibits | read |
| 2026-02-27 | Other Material Event, Exhibits | read |
| 2026-01-26 | Earnings Release, Exhibits | read |
| 2025-11-28 | Other Material Event, Exhibits | read |
| 2025-10-15 | Earnings Release, Reg FD Disclosure… | read |
| 2025-09-11 | Other Material Event, Exhibits | read |
| 2025-08-29 | Other Material Event, Exhibits | read |
| 2025-08-21 | Other Material Event, Exhibits | read |
| 2025-08-08 | Listing Notice, Reg FD Disclosure… | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 6 |
| Top-5 share | 100.0% |
| HHI | 5,088 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $112.38M | 1.47M |
| Citadel Advisors | $52.44M | 687.18K |
| Capital Research / Capital World | $7.06M | 92.47K |
| AQR Capital Management | $1.91M | 24.97K |
| Fidelity / FMR LLC | $372.87K | 4.89K |
| T. Rowe Price Group | $2.60K | 34.10K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2014–2025 · 12 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Net income | $25.36M | +6.6% | |
| Cash from ops | $58.54M | -3.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $61.30 | $62.17 | $61.10 | $61.45 | 203.30K |
| Sep 24 | $61.39 | $62.04 | $60.41 | $60.85 | 186.70K |
| Sep 23 | $61.62 | $62.19 | $60.94 | $61.37 | 233.80K |
| Sep 22 | $62.62 | $63.15 | $61.94 | $62.26 | 242.60K |
| Sep 21 | $63.38 | $63.47 | $62.30 | $62.37 | 161.30K |
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