TCBI

Texas Capital reported Q3 2026 revenue of $356.63 million, up 4.8% year-over-year, beating consensus estimates by 5.36%. EPS of $2.35 significantly exceeded the $1.94 estimate by 21.13%.

Key metrics including net interest margin (3.4%), efficiency ratio (57.2%), and net interest income ($274.98 million) all outperformed analyst expectations. However, the stock has declined 3.6% over the past month and carries a Zacks Rank #3 (Hold) rating.

Texas Capital (TCBI) reported Q3 2026 earnings of $2.35 per share, beating consensus estimates of $1.94 by 21.13%, with revenues of $356.63 million exceeding expectations by 5.36%. Despite the strong earnings surprise, the stock received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions. The company has underperformed the S&P 500 year-to-date, gaining only 0.6% versus the market's 12.7% gain.

Texas Capital (TCBI) is expected to report Q3 2026 earnings of $1.94 per share, down 11% year-over-year, with revenues declining 0.7% to $338.12 million. However, the company has a positive Earnings ESP of +0.26% combined with a Zacks Rank #3, suggesting it will likely beat consensus estimates. The stock has beaten EPS estimates in all four trailing quarters.