Lyons just put $1.21 million of his own cash into Truist on the open market, more than doubling his direct stake in a single trade. Open-market buys by senior bank executives are rare, and this one lands while the company is mid-overhaul of its loan book and buyback plans.
Latest Activity
A new Form 3 puts consumer banking leadership on the insider tape at the $59 billion bank, filed as Mike Lyons reshapes the executive bench after taking over as CEO. Future Form 4s from this seat are now a live read on how the retail franchise is tracking.
Selling the $5.5 billion Regional Acceptance auto book and repositioning low-yielding securities gutted the top line while adjusted EPS still topped estimates. Management guided Q4 revenue back to roughly $5.35 billion and expects the LightStream sale to Carlyle to free CET1 capital.
Truist reports at 6:30 AM ET carrying four straight EPS beats, the last one topping estimates by 13.9%. Consensus sits at $1.05 EPS on $5.36 billion in revenue, with net interest income and commercial real estate credit quality the lines that decide whether the streak reaches five.
TFC Coverage
Trump Faces His Second Midterm as President Next Week. If The Historical Pattern Holds It Will Kick Off The Best Market Year Of His Second Term.
History says the year after a midterm is the S&P 500's strongest of the presidential cycle, but several forces lurking in today's market could finally snap that unbeaten streak.
4 Big-Name Dividend Stocks Paying Yields Most Blue Chips Can’t Match
Four household names spread across pipelines, tobacco, banking, and consumer staples are paying yields that most blue chips never come close to, but a big yield number means nothing if the cash…
3 Blue-Chip Dividend Stocks That Show Why Roth IRA Income Can Be Worth More
Where you hold a dividend stock matters almost as much as which one you pick, and three blue-chip payers reveal exactly how much the IRS quietly collects each year depending on your…
Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year.
Last night, Chief Financial Officer Bret Johnson told investors on the third-quarter call for SpaceX (NASDAQ:SPCX | SPCX Price Prediction) that “At current pricing, new compute deployments are generating a payback of…
Regions Financial’s 13% Dividend Raise Looks Impressive. The Next One Could Be Harder
Regions Financial just handed shareholders a 13% dividend raise, but the bank's own payout targets reveal how little runway remains for a repeat performance. Two troubled loan portfolios and a ratio pressing…
5 Historically Cheap High-Yield Dividend Stocks Ripe for Income Seekers Looking Beyond Tech
While tech dominates the headlines, five bank stocks quietly cleared the Fed's toughest stress tests and immediately raised their dividends from a position of strength. The real question is which ones have…
Truist Financial Has One Big Question Hanging Over Its Dividend
Truist Financial has held its dividend frozen since 2022 while rivals PNC and U.S. Bancorp hand shareholders raises, and the reason why reveals a capital strategy that splits income investors right down…
3 Super-Regional Banks Still Crushing Dividend Payouts Even After the Rate Whiplash
Rate whiplash cracked the dividend promises of plenty of regional banks over the last two years, but a handful of super-regionals kept writing checks and even raised them. The question is whether…
‘They’re Absolute Hogwash’: Ramsey Blacklists AmEx, a Stock Up 470% in 10 Years
Dave Ramsey named three financial companies he personally refuses to touch, and one of them has quietly turned into a 470% stock winner over the last decade. Whether his blacklist is wisdom…
Truist vs. U.S. Bancorp: Both Pay $0.52, but Only One Dividend Is Growing
Truist and U.S. Bancorp are writing shareholders identical checks this year, but underneath that matching number, one bank is quietly building momentum while the other sits frozen in place.
Here Are Wednesday’s Best Wall Street Analyst Research Calls: Alcoa, Commercial Metals, DTE Energy, Dollar Tree, Occidental Petroleum, PayPal, Pinterest, Snap, Travelers, and More
Pre-Market Stock Futures: Futures are trading lower following President Trump’s decision to end the ceasefire with Iran. This comes after a dreadful Tuesday that saw all the major indices get clobbered, with…
Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More
Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up…
If Rates Fall Further, Here’s What Happens to the KRE Regional Banking ETF
The SPDR S&P Regional Banking ETF (NYSEARCA:KRE) has quietly become one of 2026’s better-performing financial trades, rising roughly 9% year to date and 28% over the past year to around $70 a…
Prediction. The Warsh Fed Trade Is Just Getting Started and These 3 Bank Stocks Under $55 Have the Most to Gain
Treasury yields are climbing as traders position for the Kevin Warsh appointment to the Federal Reserve, with markets pricing in a more growth-friendly path that could steepen the yield curve and reprice…
Here Are Friday’s Top Wall Street Analyst Research Calls: Avis Budget, Caterpillar, Celestica, Commvault Systems, Ciena, Dutch Bros. e.l.f. Beauty, Hershey, Roblox, and More
Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference a day makes: after a flat-to-down Wednesday, all the major indices exploded…