TFIN

Triumph Financial, Inc.

NYSE· State Commercial Banks· Inc. TX· CIK 0001539638 Traditional Finance

$63.45 +1.24 (+1.99%)

Oct 23 4:00 PM ET · prev $62.21

Market cap

$1.5B

Small cap

Consensus

Buy

55% Buy or better · 11 analysts

Median target

🔒 Subscribers only

1 year

+6.2%

from $59.72 · Oct 24

30 days

+4.3%

from $60.85

52-week range

$50.56–81.08

−22% from high · low Nov 17

Avg volume 20D

279.3K

shares / day

Short interest

2.26M

≈9.5% of shares · −7.4%

Days to cover

9.2

at average volume

Insider net

+$239.9K

2 buyers · 3 sellers · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read BEARISH 1 report · 90 days

Balance 1 bearish · 0 bullish oldest → newest, height = score

Avg score

·High conf. 1/1

Strongest BEARISH Triumph Financial reported Q3 2026 net income of $12.6M ($0.52 diluted EPS), missing the consensus estimate…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

S Mar 10 1 insider sell $25.4K at $59.57
B May 8 1 insider buy $469.1K at $67.01
S May 22 1 insider sell $193.4K at $66.70
S Aug 4 1 insider sell $296.4K at $79.05
S Aug 20 1 insider sell $213.9K at $73.75
A Oct 2 B. Riley Securities upgrades
R Oct 21 Triumph Financial reported Q3 2026 net income of $12.6M ($0.52 dilut…
E Oct 21 Earnings: TFIN Q3 2026 Earnings: EPS $0.52 (-13.0% vs est)

Signal stack

Where each data set points today.

InsidersMIXED

2 insiders bought $969.1K at an average $60.76. 3 insiders sold $729.2K.
InstitutionsMIXED

Q2 2026: 16 added (1 new), 17 trimmed or exited. Largest new: Vanguard Capital Management $77.8M.
AnalystsBULLISH

6 of 11 rate it Buy or better.
Short sellersSTEADY

Short interest −7.4% to 2.26M shares. 9.2 days to cover, ≈9.5% of shares.
TrendDOWNTREND

4% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

$77.8M

in new stakes

Fund	Move	Shares	Value
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	TRIM	1,423,285	$108.6M
VANGUARD CAPITAL MANAGEMENT LLC	NEW	1,019,619	$77.8M
MORGAN STANLEY	TRIM	233,834	$17.8M
AMERIPRISE FINANCIAL INC	ADD	131,509	$10.0M
MARSHALL WACE, LLP	TRIM	123,375	$9.4M
UBS Group AG	TRIM	92,470	$7.1M
TUDOR INVESTMENT CORP ET AL	DOUBLED	81,443	$6.2M
Hudson Bay Capital Management LP	DOUBLED	72,500	$5.5M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

11 analysts

Buy 55% rate it Buy or better

Strong Buy2Buy4Hold5Sell0Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

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Recent actions

Date	Firm	Action	Rating
Oct 23, 2026	Stephens & Co. MAINTAIN	MAINTAIN	Equal-Weight
Oct 2, 2026	B. Riley Securities UPGRADE	UPGRADE	Buy
Sep 25, 2026	Raymond James MAINTAIN	MAINTAIN	Outperform
Jul 29, 2026	DA Davidson MAINTAIN	MAINTAIN	Neutral
Jul 24, 2026	B. Riley Securities MAINTAIN	MAINTAIN	Neutral
Jul 23, 2026	Stephens & Co. MAINTAIN	MAINTAIN	Equal-Weight

Insider ledger

Form 4

$969.1K

bought · 2 insiders

$729.2K

sold · 3 insiders

+4.4%

vs their $60.76 cost

Date	Insider	Type	Value
Aug 20, 2026	Schreyer Edward Joseph EVP, Chief Operating Officer	SELL	$213.9K
Aug 4, 2026	Nelson Adam D EVP and General Counsel	SELL	$296.4K
May 22, 2026	Schreyer Edward Joseph EVP, Chief Operating Officer	SELL	$193.4K
May 8, 2026	Ritterbusch Todd President - TBK Bank, SSB	BUY	$469.1K
May 1, 2026	Rafferty Michael P Director	AWARD	1,528 sh
May 1, 2026	Sparks C Todd Director	AWARD	1,258 sh
May 1, 2026	BRADFORD DEBRA A Director	AWARD	1,258 sh
May 1, 2026	Deadman Davis R Director	AWARD	1,258 sh

Earnings setup

Estimates

Revision history: 🔒 Fresh data — subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data — subscribers only
Next Q	🔒 Fresh data — subscribers only
Current FY	🔒 Fresh data — subscribers only
Next FY	🔒 Fresh data — subscribers only