Texas Capital Bancshares (NASDAQ:TCBI) Price Target Raised to $104.00 at DA Davidson

Texas Capital Bancshares (NASDAQ:TCBI) had its target price upped by DA Davidson from $94.00 to $104.00 in a research report sent to investors on Friday, Marketbeat reports. They currently have a neutral rating on the bank’s stock.

TCBI has been the topic of a number of other reports. Royal Bank Of Canada increased their price target on Texas Capital Bancshares from $105.00 to $110.00 and gave the stock a “sector perform” rating in a research report on Friday. Hovde Group increased their target price on Texas Capital Bancshares from $85.00 to $93.00 and gave the stock a “market perform” rating in a research report on Thursday, October 23rd. Raymond James Financial boosted their price target on shares of Texas Capital Bancshares from $98.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, January 7th. Stephens increased their price objective on shares of Texas Capital Bancshares from $111.00 to $114.00 and gave the stock an “overweight” rating in a report on Friday. Finally, TD Cowen reiterated a “hold” rating on shares of Texas Capital Bancshares in a research report on Wednesday, January 7th. Four investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $98.73.

Texas Capital Bancshares Trading Down 5.1%

Texas Capital Bancshares stock opened at $97.05 on Friday. Texas Capital Bancshares has a 1 year low of $59.37 and a 1 year high of $105.36. The firm’s 50-day moving average is $93.38 and its 200-day moving average is $87.94. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.00 and a current ratio of 1.00. The company has a market cap of $4.43 billion, a P/E ratio of 14.27, a PEG ratio of 0.73 and a beta of 0.67.

Texas Capital Bancshares (NASDAQ:TCBI) last announced its quarterly earnings data on Thursday, January 22nd. The bank reported $2.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.78 by $0.30. Texas Capital Bancshares had a net margin of 16.52% and a return on equity of 10.05%. The business had revenue of $327.48 million during the quarter, compared to the consensus estimate of $324.09 million. During the same quarter in the prior year, the firm earned $1.43 EPS. On average, equities analysts expect that Texas Capital Bancshares will post 5.84 earnings per share for the current year.

Insider Transactions at Texas Capital Bancshares

In related news, Director Robert W. Stallings bought 5,000 shares of the stock in a transaction on Monday, October 27th. The shares were purchased at an average price of $20.68 per share, with a total value of $103,400.00. Following the purchase, 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 purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.72% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. CWM LLC boosted its stake in Texas Capital Bancshares by 145.1% during the 3rd quarter. CWM LLC now owns 21,909 shares of the bank’s stock valued at $1,852,000 after purchasing an additional 12,971 shares in the last quarter. Voya Investment Management LLC lifted its holdings in shares of Texas Capital Bancshares by 297.9% in the third quarter. Voya Investment Management LLC now owns 49,679 shares of the bank’s stock valued at $4,199,000 after buying an additional 37,195 shares during the period. Peregrine Capital Management LLC acquired a new stake in shares of Texas Capital Bancshares in the third quarter valued at $5,186,000. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its stake in Texas Capital Bancshares by 7.2% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 11,794 shares of the bank’s stock valued at $936,000 after buying an additional 795 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in Texas Capital Bancshares by 12.3% during the second quarter. Bank of New York Mellon Corp now owns 657,626 shares of the bank’s stock worth $52,216,000 after acquiring an additional 71,774 shares during the period. 96.88% of the stock is currently owned by institutional investors.

Key Texas Capital Bancshares News

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

• Positive Sentiment: Q4 results beat expectations — EPS and revenue topped estimates, net income rose 44% year‑over‑year and book/tangible book value per share increased 13% Y/Y; management highlighted strong capital ratios. GlobeNewswire: Q4 and Full Year 2025 Results
• Positive Sentiment: Net interest income and revenue strength helped margins and capital — NII growth and improved capital ratios (CET1 12.1%) underpin the results and investor confidence. Zacks: Q4 Earnings Beat on Strong NII
• Positive Sentiment: Share buyback capacity — board authorized up to $200M repurchases through 2026 and the company repurchased a large block in Q4, which supports shareholder value. GlobeNewswire: Q4 Release (repurchase program)
• Neutral Sentiment: Analysts raised price targets after the quarter (DA Davidson to $104, RBC to $110, Piper Sandler to $96) but the ratings are neutral/sector‑perform — bullish on valuation upside but not unanimous upgrade to buy. The Fly: DA Davidson PT Raise The Fly: RBC PT Raise TickerReport: Piper Sandler PT Raise
• Neutral Sentiment: Investor resources published call transcript and presentation — useful for digging into lender commentary and guidance but not new headline news. Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Credit‑quality and asset trends showed deterioration sequentially — criticized loans and non‑accrual loans increased q/q and net charge‑offs were elevated, which raises investor concern about loan portfolio trends. GlobeNewswire: Credit Quality / Loan Metrics
• Negative Sentiment: Some operating metrics slipped q/q — net interest margin declined modestly from the prior quarter and non‑interest income (investment banking, trading) was down, reducing sequential earnings momentum. Zacks: NII and Expenses Analysis

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.