Universal Beteiligungs und Servicegesellschaft mbH Sells 29,916 Shares of Truist Financial Corporation $TFC

Universal Beteiligungs und Servicegesellschaft mbH trimmed its position in shares of Truist Financial Corporation (NYSE:TFC) by 3.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 791,589 shares of the insurance provider’s stock after selling 29,916 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.06% of Truist Financial worth $36,191,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in TFC. Brookstone Capital Management boosted its position in Truist Financial by 12.3% in the third quarter. Brookstone Capital Management now owns 336,095 shares of the insurance provider’s stock valued at $15,366,000 after buying an additional 36,916 shares in the last quarter. Hilltop National Bank acquired a new stake in shares of Truist Financial during the second quarter worth approximately $543,000. Pinnacle Financial Partners Inc raised its stake in shares of Truist Financial by 30.0% in the third quarter. Pinnacle Financial Partners Inc now owns 174,839 shares of the insurance provider’s stock valued at $7,994,000 after acquiring an additional 40,393 shares during the last quarter. Sterling Investment Management LLC bought a new position in shares of Truist Financial in the third quarter valued at approximately $923,000. Finally, Arbor Investment Advisors LLC boosted its holdings in shares of Truist Financial by 1,327.6% in the 3rd quarter. Arbor Investment Advisors LLC now owns 82,718 shares of the insurance provider’s stock worth $3,782,000 after acquiring an additional 76,924 shares in the last quarter. 71.28% of the stock is owned by institutional investors and hedge funds.

Truist Financial Stock Up 1.9%

Shares of NYSE:TFC opened at $50.05 on Thursday. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a market cap of $64.03 billion, a price-to-earnings ratio of 13.45, a P/E/G ratio of 0.94 and a beta of 0.89. The company has a 50 day moving average of $48.55 and a 200-day moving average of $46.12. Truist Financial Corporation has a one year low of $33.56 and a one year high of $51.51.

Truist Financial (NYSE:TFC) last announced its quarterly earnings data on Wednesday, January 21st. The insurance provider reported $1.00 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.09 by ($0.09). Truist Financial had a net margin of 16.84% and a return on equity of 8.73%. The business had revenue of $5.30 billion during the quarter, compared to the consensus estimate of $5.32 billion. During the same period in the previous year, the business posted $0.91 earnings per share. Truist Financial’s revenue was up 3.6% compared to the same quarter last year. On average, sell-side analysts forecast that Truist Financial Corporation will post 4 earnings per share for the current year.

Truist Financial Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 14th were given a $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 4.2%. The ex-dividend date was Friday, November 14th. Truist Financial’s dividend payout ratio (DPR) is currently 55.91%.

Truist Financial declared that its board has initiated a stock buyback program on Tuesday, December 16th that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the insurance provider to purchase up to 15.7% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Wall Street Zen cut Truist Financial from a “hold” rating to a “sell” rating in a report on Saturday, November 8th. Citigroup raised their target price on Truist Financial from $60.00 to $63.00 and gave the company a “buy” rating in a research note on Wednesday, December 31st. Keefe, Bruyette & Woods lifted their price target on Truist Financial from $49.00 to $53.00 and gave the company a “market perform” rating in a report on Wednesday, December 17th. Robert W. Baird downgraded shares of Truist Financial from a “strong-buy” rating to a “hold” rating in a research report on Thursday, December 11th. Finally, Evercore ISI upgraded shares of Truist Financial from a “hold” rating to an “outperform” rating and raised their price objective for the company from $49.00 to $58.00 in a research report on Tuesday, January 6th. Six research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $52.80.

Truist Financial News Roundup

Here are the key news stories impacting Truist Financial this week:

• Positive Sentiment: Adjusted EPS and year-over-year earnings improved, with Truist reporting an EPS beat on adjusted measures and earnings above prior-year levels, supporting the rally. Truist Financial Corporation (TFC) Tops Q4 Earnings Estimates
• Positive Sentiment: Revenue and loan growth were positive year-over-year (revenue up ~3.6%), and management provided slide materials and a call for further color, which can reassure investors focused on underlying business trends. Earnings Slide Deck
• Neutral Sentiment: Company issued Q1 and FY-2026 revenue ranges roughly in line with consensus (slightly conservative in parts), leaving guidance neither strongly positive nor clearly disappointing. Conference Call / Guidance Materials
• Neutral Sentiment: Trading volume spiked materially above average, indicating active repositioning by investors reacting to the mixed print and guidance. MarketBeat Earnings Summary
• Negative Sentiment: Operating expenses and credit provisions rose year-over-year, which offset net interest income and fee gains and pressured margins — a key reason some investors sold into the print. TFC Q4 Earnings Beat Despite Y/Y Rise in Expenses, Stock Dips
• Negative Sentiment: An analyst downgrade highlighted “muted growth” that undermines the positive optics of planned buybacks, signaling some shops may trim exposure until growth and cost trajectories improve. Truist: Muted Growth Overshadows Buyback Plans (Downgrade)

Insider Activity at Truist Financial

In related news, Director K. David Jr. Boyer sold 5,160 shares of Truist Financial stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $46.45, for a total transaction of $239,682.00. Following the completion of the sale, the director directly owned 10,153 shares of the company’s stock, valued at $471,606.85. The trade was a 33.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.17% of the stock is currently owned by company insiders.

Truist Financial Profile

Truist Financial Corporation is an American bank holding company that provides a broad range of financial services through its primary subsidiary, Truist Bank, and other operating units. The company offers traditional retail banking products and services such as deposit accounts, consumer and residential mortgage lending, and credit and debit card services. Truist also serves commercial clients with middle-market and corporate lending, treasury and payment solutions, and specialty finance products.

Beyond core banking, Truist operates wealth management, asset management, insurance and capital markets businesses.