Piper Sandler Issues Positive Forecast for Texas Capital Bancshares (NASDAQ:TCBI) Stock Price

Texas Capital Bancshares (NASDAQ:TCBI) had its price target raised by Piper Sandler from $86.00 to $96.00 in a report released on Friday, Marketbeat.com reports. Piper Sandler currently has a neutral rating on the bank’s stock.

Several other equities analysts have also recently issued reports on TCBI. Weiss Ratings raised Texas Capital Bancshares from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 31st. DA Davidson restated a “neutral” rating and issued a $91.00 price target on shares of Texas Capital Bancshares in a research note on Thursday, November 20th. Zacks Research cut shares of Texas Capital Bancshares from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 9th. Raymond James Financial upped their price target on Texas Capital Bancshares from $98.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, January 7th. Finally, Hovde Group raised their target price on shares of Texas Capital Bancshares from $85.00 to $93.00 and gave the stock a “market perform” rating in a report on Thursday, October 23rd. Four research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $98.73.

Texas Capital Bancshares Stock Performance

NASDAQ TCBI opened at $97.05 on Friday. The firm has a market cap of $4.43 billion, a price-to-earnings ratio of 14.27, a PEG ratio of 0.73 and a beta of 0.67. Texas Capital Bancshares has a 12-month low of $59.37 and a 12-month high of $105.36. The company has a 50-day simple moving average of $93.38 and a two-hundred day simple moving average of $87.94. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.19.

Texas Capital Bancshares (NASDAQ:TCBI) last announced its quarterly earnings results on Thursday, January 22nd. The bank reported $2.08 EPS for the quarter, topping analysts’ consensus estimates of $1.78 by $0.30. Texas Capital Bancshares had a return on equity of 10.05% and a net margin of 16.52%.The business had revenue of $327.48 million for the quarter, compared to analysts’ expectations of $324.09 million. During the same period in the previous year, the firm earned $1.43 EPS. On average, equities analysts forecast that Texas Capital Bancshares will post 5.84 EPS for the current year.

Insider Buying and Selling at Texas Capital Bancshares

In related news, Director Robert W. Stallings acquired 5,000 shares of the business’s stock in a transaction that occurred on Monday, October 27th. The stock was bought at an average cost of $20.68 per share, for a total transaction of $103,400.00. Following the purchase, the director owned 275,913 shares in the company, valued at $5,705,880.84. The trade was a 1.85% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 1.72% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Texas Capital Bancshares

Hedge funds have recently modified their holdings of the company. Danske Bank A S bought a new stake in shares of Texas Capital Bancshares during the 3rd quarter valued at $25,000. Farther Finance Advisors LLC raised its holdings in Texas Capital Bancshares by 1,381.8% during the fourth quarter. Farther Finance Advisors LLC now owns 326 shares of the bank’s stock valued at $30,000 after acquiring an additional 304 shares during the period. Advisory Services Network LLC bought a new stake in Texas Capital Bancshares during the 3rd quarter valued at approximately $32,000. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of Texas Capital Bancshares by 169.7% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 391 shares of the bank’s stock worth $35,000 after buying an additional 246 shares in the last quarter. Finally, Cullen Frost Bankers Inc. purchased a new stake in Texas Capital Bancshares in the 3rd quarter worth $39,000. 96.88% of the stock is currently owned by institutional investors.

Key Texas Capital Bancshares News

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.