Texas Capital Bancshares (NASDAQ:TCBI) Price Target Raised to $96.00 at Piper Sandler

Texas Capital Bancshares (NASDAQ:TCBI) had its target price increased by equities researchers at Piper Sandler from $86.00 to $96.00 in a report released on Friday,Benzinga reports. The firm presently has a “neutral” rating on the bank’s stock. Piper Sandler’s price target points to a potential downside of 6.10% from the stock’s previous close.

A number of other equities analysts also recently commented on the company. Stephens reissued an “overweight” rating on shares of Texas Capital Bancshares in a research report on Friday. TD Cowen reissued a “hold” rating on shares of Texas Capital Bancshares in a report on Wednesday, January 7th. Royal Bank Of Canada reissued a “sector perform” rating and set a $105.00 price target on shares of Texas Capital Bancshares in a report on Monday, January 12th. Keefe, Bruyette & Woods upped their price target on shares of Texas Capital Bancshares from $98.00 to $100.00 and gave the stock an “outperform” rating in a research note on Monday, October 27th. Finally, Zacks Research downgraded shares of Texas Capital Bancshares from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 9th. Four research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $94.00.

Texas Capital Bancshares Price Performance

Shares of NASDAQ TCBI opened at $102.24 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.00 and a current ratio of 1.00. Texas Capital Bancshares has a one year low of $59.37 and a one year high of $105.36. The firm has a market cap of $4.67 billion, a PE ratio of 16.73, a PEG ratio of 0.73 and a beta of 0.67. The firm has a fifty day moving average of $93.15 and a 200 day moving average of $87.86.

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

Insider Activity

In related news, Director Robert W. Stallings acquired 5,000 shares of the business’s stock in a transaction on Monday, October 27th. The shares were purchased at an average price of $20.68 per share, for a total transaction 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.72% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TCBI. Danske Bank A S acquired a new position in shares of Texas Capital Bancshares in the 3rd quarter valued at $25,000. Advisory Services Network LLC acquired a new stake in shares of Texas Capital Bancshares in the 3rd quarter valued at about $32,000. Thurston Springer Miller Herd & Titak Inc. grew its position in Texas Capital Bancshares by 169.7% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 391 shares of the bank’s stock valued at $35,000 after purchasing an additional 246 shares in the last quarter. Cullen Frost Bankers Inc. acquired a new stake in Texas Capital Bancshares in the third quarter valued at $39,000. Finally, Caitong International Asset Management Co. Ltd lifted its stake in shares of Texas Capital Bancshares by 793.3% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 536 shares of the bank’s stock worth $45,000 after buying an additional 476 shares during the last quarter. 96.88% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Texas Capital Bancshares

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS topped consensus (~$2.08 vs $1.78) and revenue exceeded estimates; shows underlying earnings momentum. MarketBeat earnings note
• Positive Sentiment: Strong YoY profitability and capital: net income available to common ~$96.3M (+44% YoY); book value and tangible book value per share up ~13% YoY; CET1 12.1% — supports dividend/capital flexibility. Press release
• Positive Sentiment: Share repurchase program & execution: board authorized up to $200M through 2026 and the company repurchased ~1.45M shares ($126.6M) in Q4 — a direct capital-return signal. QuiverQuant summary
• Neutral Sentiment: Management hosted an earnings call and provided slides/transcript — useful for gleaning guidance, strategy and client pipeline (transcript available). Earnings call transcript
• Neutral Sentiment: Net interest margin and many core metrics remain solid (NIM ~3.38%, ROA ~1.22%) but show modest quarter‑to‑quarter movement — worth monitoring for trend direction. Zacks metrics note
• Negative Sentiment: Credit‑quality red flags: criticized loans rose to ~$635M and non‑accrual LHI increased to ~$116.9M; Q4 recorded ~$10.7M net charge‑offs — potential headwind if trending higher. Press release details
• Negative Sentiment: Non‑interest income slipped QoQ (lower investment banking/advisory and trading income), and Q4 net income was slightly below Q3 — signals some revenue volatility outside core NII. Investing.com recap
• Negative Sentiment: Management signaled “cautious growth” — prudent but suggests controlled expansion rather than aggressive top‑line acceleration. TipRanks call highlights

Texas Capital Bancshares Company Profile

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.