TCBI Texas Capital Bancshares, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$99.71
Price · Aug 19, 2026
Fundamentals as of Apr 23, 2026
52W Range
$75–$109
73% of range
Analyst Rating
HOLD
19 analysts
Price Target
$109
+10% upside
P/E (TTM)
14.7
ROE
9.2%
Net Profit Margin
26.3%

About Texas Capital Bancshares, Inc. - Common Stock Company overview from Wikipedia

Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.

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Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.

History

The bank was established on December 18, 1998, by a group of entrepreneurial bankers who were able to raise $80 million in start-up capital, the most for a new financial institution at that time. In 2003, the company completed an IPO. The online-only subsidiary Bask Bank was launched in early 2020.

In 2020, a potential merger with Independent Bank Group of McKinney, Texas collapsed, causing the CEO to step down. In late 2021, the new CEO adopted a strategy of moving away from loan-oriented growth in the commercial banking sector, towards becoming a full-service financial institution over the following five years, and launched a new investment bank division.

On September 6, 2022, it was announced that Texas Capital Bancshares would sell BankDirect Capital Finance, a premium financing company founded in 2005, to Truist Financial for $3.4 billion. The sale was part of its strategic shift, allowing it to shed a non-core business while increasing its capital levels during the transition.

In March 2022, Texas Capital Bank was named by Newsweek Magazine as the most trustworthy bank in America, based on a survey of 50,000 U.S. residents. In October 2022, it expanded its lease at 2000 McKinney Avenue in Uptown Dallas for its headquarters, and the building was renamed Texas Capital Center. Texas Capital Bancshares received investments from several hedge funds in late 2022.

Services

The bank primarily serves clients and operates full-service locations in Austin, Dallas, Fort Worth, Houston, and San Antonio metropolitan areas of Texas. It also has an executive office in New York. As of March 2023, the company held $28.4 billion in assets and had around 2,200 employees.

The bank offers many business deposit products and services, as well as other treasury management services and consumer deposit products. The company also provides commercial loans and financing for corporate purposes, and personal wealth management and trust services. It also has an online-only banking division, Bask Bank, with perks focusing on frequent airline fliers. It operates a nonprofit arm called Texas Capital Bank Foundation.

Controversy

In Late 2020, Texas Capital Bank's stock price rose 93% on consolidation by Bill Hwang's Archegos fund. Archegos' full position amounted to a more than 20% stake in Texas Capital Bank, at its peak. During this time, Archegos was in communication with Texas Capital management about its rising stake, including with Jody Grant, who founded the Bank in 1998. Grant's discussions with Hwang's family office were friendly, and it appears Archegos were supportive of Texas Capital Bank's management.

As the stock price rose towards a two-year high around March 2021, Texas Capital decided to issue 12,000,000 new shares for an aggregate sum of $300 million. Morgan Stanley participated in leading the book building process for the offering, even as Morgan Stanley was also involved in offering Archegos' prime brokerage service and holding Texas Capital's shares for Archegos in that capacity.

In the weeks after Texas Capital's fundraising the company's market value briefly touched US$4.5 billion. Subsequently, Archegos imploded and executives of the fund were charged with fraud.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

TCBI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$99.71
Market Cap
$5.16B
P/E (TTM)
14.7
EPS (TTM)
$6.79
Revenue (TTM)
—
Div Yield
—
ROE
9.2%
Debt/Equity
—
52W Range
$75 – $109

TCBI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $6.79
10-point trend, +118.3%
2016-12-31 → 2025-12-31
Free Cash Flow $348M
9-point trend, +147.7%
2016-12-31 → 2025-12-31
Margins 26.3%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
TCBI
Peer Median
P/E (TTM)
5-point trend, +1.8%
14.7
12.5
P/B
4-point trend, +28.6%
1.4
1.1
Price / FCF
4-point trend, -39.9%
14.9
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
TCBI
Peer Median
Net Profit Margin
5-point trend, -6.1%
26.3%
28.7%
ROA
5-point trend, +51.4%
1.1%
1.4%
ROE
5-point trend, +15.8%
9.2%
11.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
TCBI
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
TCBI
Peer Median
Revenue YoY
34.7%
—
Revenue CAGR 3Y
0.82%
—
Revenue CAGR 5Y
3.6%
—
EPS YoY
5-point trend, +47.6%
430.5%
—
Net Income YoY
5-point trend, +30.0%
326.1%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
TCBI
Peer Median
EPS (Diluted)
5-point trend, +47.6%
$6.79
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
TCBI
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
June 1, 2026$0.2000

TCBI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 19 analysts
  • Strong Buy 4 21.1%
  • Buy 5 26.3%
  • Hold 8 42.1%
  • Sell 2 10.5%
  • Strong Sell 0 0.0%

12-Month Price Target

13 analysts · 2026-08-17
Median target $110.00 +10.3%
Mean target $109.31 +9.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.16%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.83 $1.90 -0.07%
March 31, 2026 $1.56 $1.43 0.13%
Dec. 31, 2025 $2.12 $1.80 0.32%
Sept. 30, 2025 $2.18 $1.81 0.37%
June 30, 2025 $1.58 $1.31 0.27%
March 31, 2025 $0.92 $0.99 -0.07%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TCBI $4.69B 13.3 34.7% 26.3% 9.2% —
SFBS $3.92B 14.2 16.8% 49.2% 16.0% —
TFSL $3.70B 41.2 6.0% 28.3% 4.8% —
FULT — — — — — —
IBOC — 10.0 1.0% 49.0% 13.1% —
UCB $3.77B 11.9 11.7% 30.9% 9.0% —
CATY $3.25B 10.7 2.9% 585.8% 10.8% —
CVBF $2.52B 12.2 2.7% 40.6% 9.2% —
WSFS $4.22B 10.9 — 27.0% 10.8% —
INDB $3.60B 16.5 24.3% 23.9% 6.2% —
WSBC $3.19B 14.9 61.8% 22.7% 5.7% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1804.6% · · $716M $268M $108M $188M $386M $249M $118M $64M $46M $38M
Interest Income 12-point trend, +244.3% $1.77B $1.73B $1.63B $1.14B $877M $1.04B $1.35B $1.16B $879M $703M $603M $515M
Pretax Income 12-point trend, +103.8% $433M $107M $247M $432M $338M $92M $396M $373M $325M $241M $224M $212M
Income Tax 12-point trend, +34.8% $102M $30M $57M $99M $84M $26M $84M $80M $129M $86M $80M $76M
Net Income 12-point trend, +142.2% $330M $78M $189M $332M $254M $66M $312M $293M $196M $155M $145M $136M
EPS (Basic) 12-point trend, +134.1% $6.86 $1.29 $3.58 $6.25 $4.65 $1.12 $6.01 $5.68 $3.78 $3.14 $2.95 $2.93
EPS (Diluted) 12-point trend, +135.8% $6.79 $1.28 $3.54 $6.18 $4.60 $1.12 $5.99 $5.64 $3.73 $3.11 $2.91 $2.88
Shares (Basic) 12-point trend, +5.6% 45,641,013 46,559,668 48,054,935 50,457,746 50,580,660 50,430,326 50,286,300 49,936,702 49,587,169 46,239,210 45,808,440 43,236,344
Shares (Diluted) 12-point trend, +4.8% 46,127,375 46,989,204 48,610,206 51,046,742 51,140,974 50,582,979 50,419,204 50,272,872 50,259,834 46,765,902 46,437,872 44,003,256
EBITDA 11-point trend, +252.5% $52M $54M $40M $45M $93M $75M · $32M $28M $22M $16M $15M
Balance Sheet 17
Annual Balance Sheet data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 6-point trend, +232.6% · · · · · · $4.43B $3.08B $2.91B $2.84B $1.79B $1.33B
PP&E (Net) 12-point trend, +280.4% $88M $85M $32M $26M $21M $25M $31M $24M $25M $20M $24M $23M
PP&E (Gross) 12-point trend, +181.6% $132M $122M $103M $90M $76M $74M $72M $63M $58M $47M $47M $47M
Accum. Depreciation 12-point trend, +84.9% $44M $36M $71M $63M $56M $49M $41M $39M $33M $27M $24M $24M
Goodwill 12-point trend, -90.0% $2M $2M $2M $2M $15M $15M $15M $15M $15M $15M $15M $15M
Intangibles 9-point trend, -100.0% · · · $0 $2M $3M $3M $3M $4M $4M $5M $6M
Total Assets 12-point trend, +98.3% $31.54B $30.73B $28.36B $28.41B $34.73B $37.73B $32.55B $28.26B $25.08B $21.70B $18.90B $15.91B
Total Liabilities 12-point trend, +93.5% $27.91B $27.36B $25.16B $25.36B $31.52B $34.85B $29.75B $25.78B $22.89B $19.69B $17.28B $14.42B
Long-term Debt 6-point trend, +56.8% $621M $660M $859M $931M $929M $396M · · · · · ·
Common Stock 12-point trend, +13.3% $518.0K $515.0K $511.0K $509.0K $506.0K $504.0K $503.0K $502.0K $496.0K $495.0K $459.0K $457.0K
Paid-in Capital 12-point trend, +51.4% $1.07B $1.06B $1.05B $1.03B $1.01B $992M $978M $968M $961M $955M $715M $710M
Retained Earnings 12-point trend, +351.0% $2.81B $2.50B $2.44B $2.26B $1.95B $1.71B $1.66B $1.36B $1.08B $892M $758M $623M
Treasury Stock 12-point trend, +6096050.0% $488M $302M $220M $115M $8.0K $8.0K $8.0K $8.0K $8.0K $8.0K $8.0K $8.0K
AOCI 12-point trend, -5110.5% $-65M $-183M $-362M $-419M $-48M $16M $9M $518.0K $428.0K $415.0K $718.0K $1M
Stockholders' Equity 12-point trend, +144.7% $3.63B $3.37B $3.20B $3.06B $3.21B $2.87B $2.80B $2.48B $2.19B $2.00B $1.62B $1.48B
Liabilities + Equity 12-point trend, +98.3% $31.54B $30.73B $28.36B $28.41B $34.73B $37.73B $32.55B $28.26B $25.08B $21.70B $18.90B $15.91B
Shares Outstanding 7-point trend, +2.9% 51,786,456 51,520,315 51,142,979 50,867,298 50,618,911 50,470,867 50,338,158 · · · · ·
Cash Flow 18
Annual Cash Flow data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +252.5% $52M $54M $40M $45M $93M $75M $37M $32M $28M $22M $16M $15M
Stock-based Comp 12-point trend, +152.2% $37M $25M $24M $21M $31M $17M $18M $17M $22M $14M $12M $15M
Deferred Tax 12-point trend, +500.3% $16M $-16M $-18M $-17M $-20M $-8M $11M $-6M $31M $-3M $-4M $-4M
Amort. of Intangibles 12-point trend, -100.0% $0 $0 $338.0K $338.0K $405.0K $432.0K $471.0K $470.0K $472.0K $448.0K $628.0K $699.0K
Other Non-cash 11-point trend, -664.5% $-75M $341M $138M $-234M $299M $2.49B · $-1.02B $-146M $-914M $-101M $-10M
Operating Cash Flow 12-point trend, +128.3% $360M $480M $374M $148M $657M $2.64B $-240M $-680M $132M $-726M $69M $158M
CapEx 12-point trend, -20.1% $13M $65M $16M $11M $4M $3M $17M $8M $12M $2M $5M $16M
Investing Cash Flow 12-point trend, +37.9% $-1.85B $-2.48B $-1.76B $3.31B $1.23B $-2.94B $-2.28B $-1.99B $-3.22B $-850M $-2.46B $-2.98B
Debt Issued 5-point trend, +0.00 · · $0 $0 $639M $0 $0 · · · · ·
Net Debt Issued 5-point trend, -107.7% $-40M $-200M $-75M $0 $528M · · · · · · ·
Stock Issued 5-point trend, -100.0% · · · · · · · $0 $0 $236M $0 $256M
Stock Repurchased 6-point trend, +185850000.00 $186M $82M $105M $115M $0 $0 · · · · · ·
Net Stock Activity 9-point trend, -172.5% $-186M $-82M $-105M $-115M · · · $0 $0 $236M $0 $256M
Financing Cash Flow 12-point trend, -89.9% $404M $1.94B $-388M $-6.39B $-3.15B $5.08B $3.86B $2.85B $3.15B $2.62B $2.85B $4.00B
Net Change in Cash 6-point trend, +14.4% · · · · · · $1.35B $174M $66M $1.05B $460M $1.18B
Taxes Paid 12-point trend, -6.4% $70M $53M $72M $128M $101M $26M $90M $75M $104M $88M $87M $75M
Free Cash Flow 11-point trend, +144.8% $348M $416M $357M $137M $653M $2.64B · $-687M $120M $-728M $64M $142M
Levered FCF 9-point trend, -262.6% · · $-192M $-70M $572M $2.50B · $-884M $49M $-769M $34M $118M
Profitability 5
Annual Profitability data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, +0.2% 26.3% 8.3% 17.6% 27.1% 28.0% 6.3% · 30.3% 23.6% 22.1% 24.0% 26.2%
Pretax Margin 11-point trend, -15.7% 34.5% 11.5% 22.9% 35.2% 37.3% 8.7% · 38.4% 39.0% 34.4% 37.1% 40.9%
EBITDA Margin 11-point trend, +45.6% 4.2% 5.8% 3.8% 3.7% 10.3% 7.1% · 3.2% 3.3% 3.1% 2.7% 2.9%
ROA 11-point trend, +7.1% 1.1% 0.26% 0.67% 1.1% 0.70% 0.19% · 1.1% 0.84% 0.76% 0.83% 0.99%
ROE 11-point trend, -12.5% 9.2% 2.3% 6.0% 11.2% 8.0% 2.3% · 12.2% 9.4% 8.5% 9.3% 10.6%
Efficiency 1
Annual Efficiency data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +7.2% 0.0 0.0 0.0 0.0 0.0 0.0 · 0.0 0.0 0.0 0.0 0.0
Per Share 4
Annual Per Share data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 4-point trend, +16.7% $70.12 $65.37 $62.55 $60.07 · · · · · · · ·
Revenue / Share 11-point trend, +130.6% $27.22 $19.84 $22.13 $24.00 $17.74 $20.84 · $19.75 $16.63 $14.98 $13.01 $11.81
Cash Flow / Share 11-point trend, +126.1% $7.81 $10.24 $7.69 $2.90 $12.85 $52.19 · $-13.52 $2.63 $-15.53 $1.48 $3.45
EPS (TTM) 12-point trend, +135.8% $6.79 $1.28 $3.54 $6.18 $4.60 $1.12 $5.99 $5.64 $3.73 $3.11 $2.91 $2.88
Growth Rates 9
Annual Growth Rates data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +348.3% 34.7% -13.3% -12.2% 35.1% -14.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +22.4% 0.82% 0.92% 0.67% · · · · · · · · ·
Revenue CAGR 5Y 3.6% · · · · · · · · · · ·
EPS YoY 5-point trend, +38.5% 430.5% -63.8% -42.7% 34.4% 310.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, -93.2% 3.2% -34.7% 46.8% · · · · · · · · ·
EPS CAGR 5Y 43.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, +15.2% 326.1% -59.0% -43.1% 30.9% 283.1% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -100.5% -0.22% -32.7% 41.8% · · · · · · · · ·
Net Income CAGR 5Y 37.9% · · · · · · · · · · ·
Valuation (TTM) 8
Annual Valuation (TTM) data for TCBI
Metric Trend 202520242023202220212020201920182017201620152014
Net Income TTM 12-point trend, +142.2% $330M $78M $189M $332M $254M $66M $312M $293M $196M $155M $145M $136M
Market Cap 4-point trend, +52.8% $4.69B $4.03B $3.31B $3.07B · · · · · · · ·
P/E 12-point trend, -29.3% 13.3 61.1 18.3 9.8 13.1 53.1 9.5 9.1 23.8 25.2 17.0 18.9
P/B 4-point trend, +28.6% 1.3 1.2 1.0 1.0 · · · · · · · ·
P / Tangible Book 4-point trend, +28.6% 1.3 1.2 1.0 1.0 · · · · · · · ·
P / Cash Flow 4-point trend, -37.2% 13.0 8.4 8.8 20.7 · · · · · · · ·
P / FCF 4-point trend, -39.9% 13.5 9.7 9.2 22.4 · · · · · · · ·
Earnings Yield 12-point trend, +41.5% 7.5% 1.6% 5.5% 10.2% 7.6% 1.9% 10.5% 11.0% 4.2% 4.0% 5.9% 5.3%

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $330M$78M$189M$332M$254M
Diluted EPS $6.79$1.28$3.54$6.18$4.60
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $348M$416M$357M$137M$653M

Latest News Recent headlines mentioning this company

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 395 filers · $2.9B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
63 (+13 vs prior Q) 23 (-24 vs prior Q) 130 (+27 vs prior Q) 108 (-15 vs prior Q) +5.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
DIMENSIONAL FUND ADVISORS LP $284,722,412 2,757,335 9.86% Shares
STATE STREET CORP $256,230,554 2,481,455 8.88% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $221,187,567 2,142,045 7.66% Shares
VANGUARD CAPITAL MANAGEMENT LLC $202,586,207 1,961,904 7.02% Shares
AMERICAN CENTURY COMPANIES INC $124,130,602 1,202,117 4.30% Shares
GEODE CAPITAL MANAGEMENT, LLC $118,973,573 1,151,977 4.12% Shares
ALLIANCEBERNSTEIN L.P. $112,127,192 1,181,779 3.88% Shares
NEUBERGER BERMAN GROUP LLC $96,054,863 930,658 3.33% Shares
TWO SIGMA INVESTMENTS, LP $71,147,895 689,017 2.46% Shares
Hood River Capital Management LLC $57,743,612 559,206 2.00% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $51,019,217 494,085 1.77% Shares
NORGES BANK $46,361,985 448,983 1.61% Shares
Azora Capital LP $42,104,265 407,750 1.46% Shares
D. E. Shaw & Co., Inc. $40,585,207 393,039 1.41% Shares
SEGALL BRYANT & HAMILL, LLC $40,088,733 388,231 1.39% Shares
BANK OF AMERICA CORP /DE/ $32,591,334 315,624 1.13% Shares
PRINCIPAL FINANCIAL GROUP INC $31,755,134 307,526 1.10% Shares
AMERIPRISE FINANCIAL INC $31,699,373 306,986 1.10% Shares
Qube Research & Technologies Ltd $31,488,104 304,940 1.09% Shares
FMR LLC $30,623,715 296,569 1.06% Shares
VANGUARD FIDUCIARY TRUST CO $30,339,234 293,814 1.05% Shares
HEARTLAND ADVISORS INC $28,991,587 280,763 1.00% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $27,223,053 263,636 0.94% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $26,735,253 258,912 0.93% Shares
Fisher Asset Management, LLC $26,578,503 257,394 0.92% Shares
WELLINGTON MANAGEMENT GROUP LLP $26,165,361 253,393 0.91% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $22,585,750 218,727 0.78% Shares
KENNEDY CAPITAL MANAGEMENT LLC $21,159,833 204,918 0.73% Shares
GOLDMAN SACHS GROUP INC $21,001,122 203,381 0.73% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $20,798,836 201,422 0.72% Shares
RENAISSANCE TECHNOLOGIES LLC $19,805,268 191,800 0.69% Shares
Granahan Investment Management, LLC $19,008,824 184,087 0.66% Shares
MetLife Investment Management, LLC $18,812,217 182,183 0.65% Shares
MILLENNIUM MANAGEMENT LLC $17,714,046 171,548 0.61% Shares
ArrowMark Colorado Holdings LLC $17,630,303 170,737 0.61% Shares
Penn Capital Management Company, LLC $16,970,257 164,171 0.59% Shares
RHUMBLINE ADVISERS $15,181,573 147,023 0.53% Shares
NEW YORK STATE COMMON RETIREMENT FUND $14,788,174 143,213 0.51% Shares
Mesirow Institutional Investment Management, Inc. $14,572,257 186,346 0.50% Shares
LOOMIS SAYLES & CO L P $14,379,988 139,260 0.50% Shares
Hodges Capital Management Inc. $14,179,572 137,319 0.49% Shares
Highlander Partners, L.P. $12,787,925 123,842 0.44% Shares
PICTON MAHONEY ASSET MANAGEMENT $12,383,046 119,921 0.43% Shares
BANC FUNDS CO LLC $12,366,624 119,762 0.43% Shares
STATE OF WISCONSIN INVESTMENT BOARD $11,750,162 113,792 0.41% Shares
California Public Employees Retirement System $10,949,174 106,035 0.38% Shares
PRUDENTIAL FINANCIAL INC $10,835,382 104,933 0.38% Shares
Texas Capital Bank Wealth Management Services Inc $10,728,507 103,898 0.37% Shares
Clearbridge Investments, LLC $10,500,063 101,686 0.36% Shares
Alyeska Investment Group, L.P. $10,353,467 100,266 0.36% Shares
Aristotle Capital Boston, LLC $10,280,374 99,558 0.36% Shares
Trexquant Investment LP $10,224,495 99,017 0.35% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $9,601,000 92,981 0.33% Shares
Bank of New York Mellon Corp $9,240,634 89,489 0.32% Shares
Swiss National Bank $9,164,325 88,750 0.32% Shares
VICTORY CAPITAL MANAGEMENT INC $9,008,093 87,237 0.31% Shares
Phocas Financial Corp. $8,600,422 83,289 0.30% Shares
CITIGROUP INC $8,011,840 77,589 0.28% Shares
CONGRESS ASSET MANAGEMENT CO $7,952,374 77,013 0.28% Shares
Verition Fund Management LLC $7,842,287 75,947 0.27% Shares
CIBC WORLD MARKET INC. $7,398,166 71,646 0.26% Shares
FIRST TRUST ADVISORS LP $6,929,778 67,110 0.24% Shares
LAZARD ASSET MANAGEMENT LLC $6,726,976 65,146 0.23% Shares
Nuveen Asset Management, LLC $6,709,560 85,800 0.23% Shares
CAPITAL FUND MANAGEMENT S.A. $6,438,674 62,354 0.22% Shares
ZACKS INVESTMENT MANAGEMENT $5,638,408 54,603 0.20% Shares
Quantbot Technologies LP $5,585,953 54,096 0.19% Shares
TWO SIGMA ADVISERS, LP $5,414,292 59,800 0.19% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5,257,206 55,409 0.18% Shares
BW Gestao de Investimentos Ltda. $5,163,000 50,000 0.18% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $5,060,566 49,008 0.18% Shares
Man Group plc $5,032,583 48,737 0.17% Shares
TD Asset Management Inc $4,883,165 47,290 0.17% Shares
Retirement Systems of Alabama $4,664,048 45,168 0.16% Shares
Connor, Clark & Lunn Investment Management Ltd. $4,496,147 43,542 0.16% Shares
Madison Asset Management, LLC $4,446,892 43,065 0.15% Shares
VANGUARD ASSET MANAGEMENT, Ltd $4,444,930 43,046 0.15% Shares
Madison Investment Advisors, LLC $4,388,037 56,113 0.15% Shares
CITADEL ADVISORS LLC $4,275,687 41,407 0.15% Shares
Cubist Systematic Strategies, LLC $4,229,116 50,031 0.15% Shares
FRANKLIN RESOURCES INC $4,228,910 40,954 0.15% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $4,227,568 40,941 0.15% Shares
BlackRock, Inc. $4,090,025 39,609 0.14% Shares
Quantinno Capital Management LP $4,081,869 39,530 0.14% Shares
WELLS FARGO & COMPANY/MN $4,052,439 39,245 0.14% Shares
VANGUARD GROUP INC $3,687,423 40,727 0.13% Shares
Entropy Technologies, LP $3,660,774 35,452 0.13% Shares
Brandywine Global Investment Management, LLC $3,660,261 40,427 0.13% Shares
XTX Topco Ltd $3,649,105 35,339 0.13% Shares
BARCLAYS PLC $3,630,209 35,156 0.13% Shares
Rafferty Asset Management, LLC $3,573,932 34,611 0.12% Shares
IEQ CAPITAL, LLC $3,552,516 34,404 0.12% Shares
KING LUTHER CAPITAL MANAGEMENT CORP $3,367,998 32,617 0.12% Shares
Gimbel Daniel Scott $3,355,950 32,500 0.12% Shares
Squarepoint Ops LLC $3,244,016 31,416 0.11% Shares
Campbell & CO Investment Adviser LLC $3,052,366 29,560 0.11% Shares
Pathstone Holdings, LLC $2,879,321 27,884 0.10% Shares
JUPITER ASSET MANAGEMENT LTD $2,859,476 27,692 0.10% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $2,822,715 27,336 0.10% Shares
AlphaQuest LLC $2,699,993 29,821 0.09% Shares

Company insiders 42 insiders · 11 officers · 22 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Rob C Holmes President and CEO Feb. 14, 2025 M 236,252 0 0 $0
George F Jones JR President and CEO Oct. 25, 2013 S 0 0 0 $0
John Matthew Scurlock Chief Financial Officer Feb. 26, 2025 M 17,708 0 0 $0
Peter J Bartholow COO Oct. 20, 2017 S 34,171 0 0 $0
David W Oman Chief Risk Officer July 1, 2025 M 1,666 0 0 $0
Ellen Detrich Controller Feb. 26, 2025 M 8,591 0 0 $0
John W Cummings Chief Administrative Officer Feb. 14, 2025 M 7,821 0 0 $0
Anna M Alvarado Chief Legal Officer Feb. 14, 2025 M 20,597 0 0 $0
Timothy J Storms Chief Risk Officer June 13, 2024 M 16,366 0 0 $0
Vince A. Ackerson Vice Chairman Sept. 1, 2020 A 42,589 0 0 $0
John Hudgens Chief Risk Officer June 1, 2018 F 16,495 0 0 $0
Ranjana B Clark Director April 28, 2026 A 1,670 0 0 $0
Robert W Stallings Director April 22, 2026 M 294,961 21 0 $4,610,418
Laura L Whitley Director April 23, 2025 M 6,961 0 0 $0
Paola M Arbour Director April 23, 2025 M 5,671 0 0 $0
Mark W Midkiff Director April 23, 2025 M 1,134 0 0 $0
David S. Huntley Director April 23, 2025 M 10,798 0 0 $0
James H Browning Director April 23, 2025 M 21,304 0 0 $0
Jonathan Baliff Director April 23, 2025 M 9,595 0 0 $0
Elysia Holt Ragusa Director April 23, 2025 M 17,125 0 0 $0
Larry L Helm Director May 2, 2022 P 77,858 0 0 $0
Patricia A Watson Director June 29, 2020 A 7,524 0 0 $0
Ian J Turpin Director June 29, 2020 A 8,051 0 0 $0
Preston M Geren III Director April 18, 2017 A 6,037 0 0 $0
Walter W Mcallister III Director May 19, 2015 A 24,416 0 0 $0
Frederick B Hegi JR Director May 19, 2015 A 23,375 0 0 $0
James R Holland JR Director Aug. 7, 2014 M 59,467 0 0 $0
SIMS GRANT E Director Feb. 21, 2014 P 1,000 0 0 $0
Joseph M Grant Director May 18, 2010 A 1,000 0 0 $0
Lee Roy Mitchell Director May 19, 2009 A 3,000 0 0 $0
Leo Corrigan III Director July 24, 2007 A 17,700 0 0 $0
James Cleo Thompson JR Director May 17, 2005 A — 0 0 $0
Thomas E Long — April 28, 2026 A 12,173 0 0 $0
Dale W Tremblay — April 28, 2026 A 17,995 0 0 $0
Steve Rosenberg — April 28, 2026 A 4,377 0 0 $0
Charles S Hyle — April 21, 2026 M 16,020 0 0 $0
Julie L Anderson — Oct. 25, 2021 P 70,129 0 0 $0
John G Turpen — Sept. 17, 2020 F 29,948 0 0 $0
Keith C Cargill — May 26, 2020 A 208,552 0 0 $0
John C Snyder — Aug. 12, 2009 M 600 0 0 $0
Larry A Makel — July 11, 2006 S 77,198 0 0 $0
James R Erwin — Nov. 2, 2004 S 12,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Sandler O’Neill Asset Management, LLC, SOAM Holdings, LLC, Malta Partners, L.P., Malta Hedge Fund, L.P., Malta Hedge Fund II, L.P., Malta Offshore, Ltd, Malta MLC Fund, LP, Malta MLC Offshore, Ltd, Malta Titan Fund, LP, SOAM Capital Partners, L.P., Terry Maltese ×3 filings June 15, 2009 — Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 87 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PFI · Invesco Exchange-Traded Fund Trust 1.96% 11,711 SH Aug. 8, 2026 Daily
XMVM · Invesco Exchange-Traded Fund Trust 1.03% 52,614 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 1.03% 50,721 NS April 30, 2026 N-PORT
SMIZ · Zacks Trust 0.79% 20,423 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.49% 36,898 NS May 31, 2026 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 0.48% 156,763 Aug. 8, 2026 Daily
FSCC · Federated Hermes ETF Trust 0.44% 12,233 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.33% 901,979 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.30% 226,694 NS April 30, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.30% 6,398 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.26% 349,852 NS April 30, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.25% 33,015 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.24% 352,989 SH Aug. 8, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.24% 435,329 Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.23% 16,570 NS April 30, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.22% 28,698 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.20% 1,622 NS April 30, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.20% 57,496 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.19% 52,234 NS May 31, 2026 N-PORT
MIDE · DBX ETF Trust 0.17% 59 NS May 29, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.14% 4,193 SH Aug. 8, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.14% 32,981 NS April 30, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.14% 9,443 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.14% 251,993 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.14% 1,128,401 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.14% 5,944 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.13% 19,098 NS April 30, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.13% 5,817 SH Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.13% 5,084 NS April 30, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.13% 19,132 SH Aug. 8, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.13% 23,029 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.13% 12,953 SH Aug. 8, 2026 Daily
IJJ · iShares Trust 0.13% 113,814 SH Aug. 8, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.12% 70,460 SH Aug. 8, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.12% 21,115 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.12% 1,505,843 SH Aug. 8, 2026 Daily
PFF · iShares Trust 0.12% 753,399 SH Aug. 8, 2026 Daily
IJK · iShares Trust 0.11% 125,301 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.11% 11,157 NS May 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.11% 4,999 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.11% 2,065 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.10% 635,716 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.10% 139,107 NS April 30, 2026 N-PORT
MVV · ProShares Trust 0.10% 1,527 NS May 31, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.09% 84,140 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.09% 211,900 NS May 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.09% 1,234 NS April 30, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.09% 731 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.08% 10,684 SH Aug. 8, 2026 Daily
TEXN · iShares Trust 0.07% 123 SH Aug. 8, 2026 Daily