$TCBI

Central Valley community banks reported mixed Q2 results. FFB Bancorp posted net income of $5.48M, with loans up 15% to $1.26B and deposits up 12% to $1.38B, but margin narrowed and credit-loss provisions rose. Community West Bancshares earned $2.7M, hit by $7.5M merger expenses and higher credit-loss reserves. Sierra Bancorp net income was $9.9M, affected by a $2.5M specific reserve. TriCo Bancshares net income rose to $34.2M as loan growth and fees offset merger costs tied to First Hawaiian.

Tri Counties Bank and First Hawaiian Bank proposed a $2 billion, all-stock merger to expand lending and services while keeping local decision-making. The combined company would have about $34 billion in assets. Tri Counties would keep its California brand. Closing is expected by end-2026, pending regulators. Tri Counties has $356.3M in deposits.

Barclays upgraded Texas Capital Bancshares to Equalweight from Underweight and set a $100 price target, according to the firm. The note cites changes based on valuation, EPS revisions, and visibility metrics, and includes composite rating methodology.

Simply Wall St reports Texas Capital Bancshares (TCBI) completed a US$98.19 million buyback, released new quarterly earnings, and declared common and preferred dividends. The stock at $98.85 fell 4.91% over one month but rose 22.40% over one year. A fair value narrative cites $107.69, while a DCF model estimates $148.77, with risks including Texas concentration and data breach impacts.

Texas Capital Bancshares plans to again seek shareholder approval to change its state of incorporation from Delaware to Texas after its first attempt failed. CEO Rob Holmes said proxy advisory firms recommended a no vote, citing reduced shareholder rights. The bank, with $33.9B in assets, reported about 45% support in April. Texas law changes took effect in May 2025.

Detrich Ellen (Controller) sold 2,045 shares of TEXAS CAPITAL BANCSHARES INC/TX (TCBI) at $100.03 ($0.20M total) on 2026-07-24.

Texas Capital Bancshares (TCBI) reported Q2 2026 revenue of $317.5M and basic EPS of $1.85, with quarterly net income of $80.6M. Cost to income was 61.3% versus 65.9% in Q1 2026. Non-performing loans were $124.0M. At $99.25, shares trade about 33.1% below DCF fair value of $148.25.

Zacks reports Texas Capital Bancshares (TCBI) Q2 results beat expectations, citing higher net interest income and fee income, plus increased loan and deposit balances. Expenses and credit costs rose year over year. TCBI repurchased 239,348 shares for $23.6 million at $97.63. Zacks also notes WAFD and CFG Q2/Q3 earnings beats.

Texas Capital Bancshares (NASDAQ:TCBI) reported Q2 2026 results. Revenue rose 8.3% year on year to $335.5 million, exceeding Wall Street estimates by 0.6%. Non-GAAP profit was $1.88 per share, 1.3% above consensus. The article also cites TBVPS growth and notes the stock was flat at $102.36 after the report.

TEXAS CAPITAL BANCSHARES INC/TX (TCBI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a07222026exhibit991.htm EX-99.1 EARNINGS RELEASE Document Exhibit 99.1 INVESTOR CONTACT Jocelyn Kukulka, 469.399.8544 jocelyn.kukulka@texascapital.com Dallas, TX - July 22, 2026 TEXAS CAPITAL BANCSHARES, INC. ANNOUNCES SECOND QUARTER 2026 RESULTS Second quarter 2026 net