$TFIN

Triumph Financial, Inc.

1
0
0
$296K
Nelson Adam D
0%
Low

Nelson Adam D sold $296K of TFIN

Nelson Adam D (EVP and General Counsel) sold 3,750 shares of Triumph Financial, Inc. (TFIN) at $79.05 ($0.30M total) on 2026-08-04.

Stronger market helped Triumph in 2Q, Graft stresses other factors

Triumph Financial (NASDAQ: TFIN) CEO Aaron Graft said a stronger freight market aided 2Q results, but organic growth and its “North Star Metrics” also drove performance. Transportation revenue rose 30.9% YoY. Factoring operating margin was 39.39% vs 34.72% prior quarter. Avg factored invoice was $2,160, up 23.4% QoQ.

TFIN sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning TFIN (Triumph Financial, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent TFIN coverage spans earnings, insider activity and financial news.

In the last 30 days, TFIN insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($296K). The most active reporter was Nelson Adam D, EVP and General Counsel, with 1 filing.

What's driving TFIN

  • This is a routine insider sale under a Form 4, with no stated 10b5-1 plan and no accompanying company fundamental update.

    SEC EDGAR · Aug 5, 2026

  • Higher net interest income is presented as the driver of improved profitability, potentially shifting near-term earnings expectations for TFIN.

    simplywall.st · Aug 2, 2026

  • The letter provides fresh operating metrics for Triumph’s factoring value chain and frames earnings as partly decoupled from freight conditions.

    yahoo.com · Jul 22, 2026

  • Beat on revenue and net interest income expectations, with EPS in line and the stock flat immediately after results.

    financialcontent.com · Jul 21, 2026

  • The filing provides fresh operating metrics and a freight-invoice sensitivity framework that can inform near-term earnings expectations.

    SEC EDGAR 8-K · Jul 21, 2026

alphai scores every news story that mentions TFIN with an AI model for sentiment and relevance, and aggregates insider trades from Triumph Financial, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TFIN

Score

Stronger Net Interest Income Lifts Earnings And Might Change The Case For Investing In Triumph Financial (TFIN)

Simply Wall St reports Triumph Financial (TFIN) posted Q2 2026 net interest income of $98.83M and net income of $11.37M, with basic EPS of $0.44 from continuing operations. The article says higher net interest income improved earnings versus a year earlier and discusses the June 30 RFP Manager launch and forecasts of $595.9M revenue and $128.2M earnings by 2029.

$TFINLow

Stronger market helped Triumph in 2Q, Graft stresses other factors

Triumph Financial (NASDAQ: TFIN) CEO Aaron Graft said a stronger freight market aided 2Q results, but organic growth and its “North Star Metrics” also drove performance. Transportation revenue rose 30.9% YoY. Factoring operating margin was 39.39% vs 34.72% prior quarter. Avg factored invoice was $2,160, up 23.4% QoQ.

Triumph Financial’s (NYSE:TFIN) Q2 CY2026: Beats On Revenue

Triumph Financial (NYSE:TFIN) reported Q2 CY2026 revenue of $120.2 million, up 11.9% year on year, beating Wall Street estimates by 4.6%. GAAP profit was $0.44 per share, in line with consensus. The article also cites net interest income as 86.8% of revenue and notes TBVPS fell over two years but is forecast to rise 12.6% to $24.51.

$TFINMed

Triumph Financial, Inc. (TFIN): Results of Operations and Financial Condition

Triumph Financial, Inc. (TFIN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 tfin-shareholderletterx2q26.htm EX-99.1 Document Exhibit 99.1 July 21, 2026 Fellow Shareholders, For the second quarter, we recorded net income to common stockholders of $10.6 million, or $0.44 per diluted share. Earnings for the quarter were affected by certain non-cor

Triumph Financial Earnings: What To Look For From TFIN

Triumph Financial (NYSE: TFIN) is set to report earnings Tuesday after market close. Last quarter it reported revenue of $105.5 million, up 4.7% YoY, but missed analysts’ revenue and also missed tangible book value per share and net interest income estimates. This quarter, analysts expect 7% YoY revenue growth. The article cites an average analyst price target of $75.80 versus a $80.65 share price.

$CATYLow

Winners And Losers Of Q1: Cathay General Bancorp (NASDAQ:CATY) Vs The Rest Of The Regional Banks Stocks

The article compares Q1 results for regional banks. UMB Financial is cited as the biggest analyst estimate beat, with the stock up 15.2% to $144.41. BankUnited (BKU) reported $273.8M revenue (+6.1% YoY) but missed expectations; shares up 5.8% to $49.49. WSFS Financial (WSFS) revenue $275.8M (+7.5%) beat; shares up 11.1% to $77.91. Triumph Financial (TFIN) revenue $105.5M (+4.7%) missed; shares up 17.2% to $78.68.

$CCBMedAI 8/10

Coastal Financial and Triumph Financial Stocks Trade Down, What You Need To Know

Regional bank stocks fell in the afternoon as oil-driven inflation led markets to price more Fed hikes than cuts. The 10-year Treasury yield rose to 4.48% and futures priced a 25 bp hike by January. Coastal Financial (CCB) fell 3.4% and Triumph Financial (TFIN) fell 4.2%, reflecting concerns that higher-for-longer rates pressure net interest margins and commercial real estate refinancing.

Related tickers

TFIN — Triumph Financial news & insider trades | alphai