Piper Sandler Forecasts Strong Price Appreciation for Texas Capital Bancshares (NASDAQ:TCBI) Stock

Texas Capital Bancshares (NASDAQ:TCBI) had its price target increased by equities researchers at Piper Sandler from $86.00 to $96.00 in a report issued on Friday, MarketBeat Ratings reports. The firm currently has a “neutral” rating on the bank’s stock. Piper Sandler’s price target would suggest a potential downside of 1.08% from the company’s previous close.

Other equities research analysts have also issued research reports about the stock. Raymond James Financial raised their price target on shares of Texas Capital Bancshares from $98.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 7th. Stephens increased their target price on shares of Texas Capital Bancshares from $111.00 to $114.00 and gave the stock an “overweight” rating in a report on Friday. JPMorgan Chase & Co. raised their target price on Texas Capital Bancshares from $92.00 to $105.00 and gave the stock an “underweight” rating in a research note on Tuesday, December 16th. Barclays boosted their price target on Texas Capital Bancshares from $90.00 to $100.00 and gave the company an “underweight” rating in a report on Friday. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $105.00 price objective on shares of Texas Capital Bancshares in a report on Monday, January 12th. Four equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $98.73.

Texas Capital Bancshares Price Performance

Shares of Texas Capital Bancshares stock opened at $97.05 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.00 and a quick ratio of 1.00. Texas Capital Bancshares has a one year low of $59.37 and a one year high of $105.36. The business’s 50 day simple moving average is $93.38 and its two-hundred day simple moving average is $87.95. The stock has a market capitalization of $4.43 billion, a P/E ratio of 14.27, a price-to-earnings-growth ratio of 0.69 and a beta of 0.67.

Texas Capital Bancshares (NASDAQ:TCBI) last issued its earnings results on Thursday, January 22nd. The bank reported $2.08 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $327.48 million for the quarter, compared to analysts’ expectations of $324.09 million. During the same quarter last year, the business earned $1.43 earnings per share. Analysts forecast that Texas Capital Bancshares will post 5.84 EPS for the current year.

Insider Buying and Selling

In related news, Director Robert W. Stallings acquired 5,000 shares of the stock in a transaction on Monday, October 27th. The stock was acquired at an average cost of $20.68 per share, for a total transaction of $103,400.00. Following the completion of the acquisition, the director directly owned 275,913 shares of the company’s stock, valued at approximately $5,705,880.84. This represents a 1.85% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.72% of the stock is owned by company insiders.

Institutional Investors Weigh In On Texas Capital Bancshares

Several hedge funds have recently bought and sold shares of the business. AQR Capital Management LLC increased its stake in shares of Texas Capital Bancshares by 25.1% during the third quarter. AQR Capital Management LLC now owns 1,919,194 shares of the bank’s stock valued at $162,229,000 after purchasing an additional 384,748 shares in the last quarter. Azora Capital LP grew its stake in shares of Texas Capital Bancshares by 11.5% in the 3rd quarter. Azora Capital LP now owns 1,036,613 shares of the bank’s stock worth $87,625,000 after buying an additional 106,599 shares during the last quarter. Massachusetts Financial Services Co. MA increased its position in Texas Capital Bancshares by 2.2% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 847,583 shares of the bank’s stock valued at $76,740,000 after buying an additional 18,258 shares in the last quarter. Bank of New York Mellon Corp increased its position in Texas Capital Bancshares by 12.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 657,626 shares of the bank’s stock valued at $52,216,000 after buying an additional 71,774 shares in the last quarter. Finally, Norges Bank purchased a new position in Texas Capital Bancshares during the second quarter valued at $45,364,000. Institutional investors own 96.88% of the company’s stock.

Texas Capital Bancshares News Roundup

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

About Texas Capital Bancshares

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.