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First Horizon Corporation (FHN)

USD24.95 -0.78 (-3.01%)
US NYSE S&P 500 Financial Services Banks - Regional
Address 165 Madison Avenue 38103
Memphis, TN, US
CEO D. Bryan Jordan
IPO 1980-03-17
CIK 36966 ISIN US3205171057

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Also trades on New York Stock Exchange · FHN (USD) New York Stock Exchange · FHN-PB (USD) New York Stock Exchange · FHN-PC (USD) New York Stock Exchange · FHN-PD (USD) New York Stock Exchange · FHN-PE (USD) New York Stock Exchange · FHN-PF (USD)
Description

First Horizon Corporation functions as the parent company of First Horizon Bank, offering a diverse range of financial services. Its operations are segmented into three core divisions: Regional Banking, Specialty Banking, and Corporate. The company provides standard banking services to consumers, businesses, financial institutions, and governmental bodies. Beyond core banking, it also underwrites eligible securities, such as fixed-income instruments, via its financial subsidiaries; engages in the sale of loans and derivatives; and provides advisory services. Its broad service portfolio further encompasses mortgage banking, title insurance and loan-closing, brokerage, correspondent banking, nationwide check clearing and remittance, trust and fiduciary functions, equipment financing, and both investment and financial advisory. Additionally, First Horizon markets mutual funds, retail insurance products, and credit cards. Across the United States, the corporation maintains a significant presence, with roughly 500 First Horizon Bank branches across 22 states and about 400 FHN Financial centers in 12 states. Formerly known as First Horizon National Corporation, the company adopted its current name, First Horizon Corporation, in November 2020. Established in 1864, its corporate headquarters are located in Memphis, Tennessee.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
FTIM 1994-01-19 View
Planters Bank 1994-04-28 View
Bancolombia S.A. CIB 1994-10-28 View
FTNC 1994-12-01 View
WEST METRO 2. 2005-05-24 View
First Horizon Corporation FHN 2005-05-24 View
Institution 2015-01-26 View
Capital Bank CBF 2017-06-29 View
HEADQUARTERS MATTERS IBKC 2019-12-30 View

Index membership

IndexAddedRemovedStatus
S&P 500 2002-05-03 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD24.95 -0.78 (-3.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.62
Float Shares
469.17M
Free Float %
98.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.04% -0.53% -2.92% +1.85% +8.46% +1.38% +21.88% +124.14% +24.90% +66.41% +2,164.49%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (35 ratings, all time) Hold
Price Targets & DCF
Current price
24.95
Low 27.00 +8.2%
Consensus 28.00 +12.2%
Median 28.00 +12.2%
High 30.00 +20.3%
DCF (Unlevered) 20.75 -16.8%
DCF (Levered) 40.54 +62.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 42% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 5 -1
Hold 11 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 23
26.70
+7.0%
All Time 38
23.54
-5.6%
Quality scores
Altman Z-Score
0.25
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +1.0% Q1'26: -26.5% (vs Q1'25)
  • EPS growth
    +38.2% Q1'26: +29.3% (vs Q1'25)
  • FCF margin
    Q1'26: +31.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +41.4% (vs Q1'25)
  • ROIC
    Q1'26: +5.9% (vs Q1'25)
  • Share dilution
    -8.9% Q1'26: -6.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 9.09× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.63) × ERP
WACC = 72% × Ke + 28% × Kd (34.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 20.75 Current price: 24.95
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 1999
actual
Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
13 EPS Ana.
Dec 2027
9 Rev. Ana.
13 EPS Ana.
Dec 2028
1 Rev. Ana.
4 EPS Ana.
Revenue
2.33B
est: 1.73B (+34.5%)
2.28B
est: 1.63B (+39.9%)
2.30B
est: 1.69B (+36.1%)
2.35B
est: 2.21B (+6.3%)
2.69B
est: 2.04B (+32.2%)
2.53B
est: 2.19B (+15.5%)
3.24B
est: 2.30B (+40.6%)
3.50B
est: 2.31B (+51.3%)
3.17B
est: 3.65B (-13.2%)
3.06B
est: 2.69B (+13.7%)
2.26B
est: 1.78B (+26.8%)
1.73B
est: 4.57B (-62.1%)
1.56B
est: 1.19B (+31.5%)
1.43B
est: 1.69B (-15.0%)
1.28B
est: 1.19B (+8.1%)
1.23B
est: 897.99M (+36.8%)
1.21B
est: 1.17B (+3.6%)
1.33B
est: 1.30B (+2.5%)
1.45B
est: 1.34B (+8.0%)
2.21B
est: 1.76B (+25.7%)
2.23B
est: 1.84B (+21.1%)
2.80B
est: 2.60B (+7.9%)
3.15B
est: 3.08B (+2.6%)
3.41B
est: 3.17B (+7.6%)
4.72B
est: 2.95B (+60.0%)
4.94B
est: 3.29B (+50.2%)
4.99B
est: 3.39B (+46.9%)
3.56B
3.55B – 3.58B
+5.0% YoY
3.71B
3.67B – 3.75B
+4.1% YoY
3.90B
3.88B – 3.92B
+5.1% YoY
EBITDA
598.60M
est: 1.18B (-49.2%)
559.69M
est: 1.27B (-55.8%)
795.53M
est: 1.23B (-35.5%)
911.73M
est: 1.16B (-21.2%)
1.14B
est: 1.33B (-14.0%)
916.45M
est: 1.21B (-24.2%)
1.03B
est: 1.87B (-44.8%)
482.89M
est: 2.15B (-77.6%)
-183.97M
est: 1.86B (-109.9%)
-231.39M
est: 420.73M (-155.0%)
-338.80M
est: -103.61M (-227.0%)
134.25M
est: 921.55M (-85.4%)
239.17M
est: 421.17M (-43.2%)
16.27M
est: 75.77M (-78.5%)
90.05M
est: 136.09M (-33.8%)
375.13M
est: 381.09M (-1.6%)
169.00M
est: 205.56M (-17.8%)
409.99M
est: 454.20M (-9.7%)
379.80M
est: 473.76M (-19.8%)
773.00M
est: 1.08B (-28.6%)
652.00M
est: 975.07M (-33.1%)
995.00M
est: 1.05B (-5.2%)
1.33B
est: 1.08B (+23.3%)
1.24B
est: 1.15B (+8.0%)
1.23B
est: 907.19M (+35.6%)
1.11B
est: 1.01B (+9.3%)
1.34B
est: 1.04B (+28.0%)
1.10B
1.09B – 1.10B
+5.0% YoY
1.14B
1.13B – 1.15B
+4.1% YoY
1.20B
1.19B – 1.21B
+5.1% YoY
EBIT
379.40M
est: 527.88M (-28.1%)
337.00M
est: 495.38M (-32.0%)
488.56M
est: 513.72M (-4.9%)
558.06M
est: 674.25M (-17.2%)
719.00M
est: 620.43M (+15.9%)
666.81M
est: 667.01M (0.0%)
645.17M
est: 701.59M (-8.0%)
338.08M
est: 703.84M (-52.0%)
-315.61M
est: 1.11B (-128.4%)
-328.84M
est: 818.65M (-140.2%)
-420.53M
est: 542.18M (-177.6%)
51.75M
est: 1.39B (-96.3%)
149.85M
est: 361.82M (-58.6%)
-101.71M
est: 514.02M (-119.8%)
18.43M
est: 361.05M (-94.9%)
318.23M
est: 273.49M (+16.4%)
108.25M
est: 355.18M (-69.5%)
345.32M
est: 394.62M (-12.5%)
308.87M
est: 409.07M (-24.5%)
714.00M
est: 536.38M (+33.1%)
586.00M
est: 561.33M (+4.4%)
933.00M
est: 790.42M (+18.0%)
1.28B
est: 936.56M (+37.1%)
1.16B
est: 965.63M (+20.0%)
1.13B
est: 852.66M (+32.3%)
1.01B
est: 950.80M (+5.7%)
1.28B
est: 981.77M (+30.5%)
1.03B
1.03B – 1.04B
+5.0% YoY
1.07B
1.06B – 1.09B
+4.1% YoY
1.13B
1.12B – 1.13B
+5.1% YoY
Net Income
247.50M
est: 250.50M (-1.2%)
232.58M
est: 227.73M (+2.1%)
318.21M
est: 301.15M (+5.7%)
376.45M
est: 363.34M (+3.6%)
473.31M
est: 452.50M (+4.6%)
454.41M
est: 447.87M (+1.5%)
438.00M
est: 433.53M (+1.0%)
462.91M
est: 492.48M (-6.0%)
-170.11M
est: -147.87M (-15.0%)
-191.99M
est: -319.64M (+39.9%)
-269.84M
est: -206.03M (-31.0%)
50.20M
est: 230.77M (-78.2%)
131.20M
est: 153.30M (-14.4%)
-27.76M
est: -14.44M (-92.2%)
26.90M
est: 27.96M (-3.8%)
222.52M
est: 201.01M (+10.7%)
85.88M
est: 77.92M (+10.2%)
227.05M
est: 223.73M (+1.5%)
165.52M
est: 157.37M (+5.2%)
545.00M
est: 536.47M (+1.6%)
441.00M
est: 406.23M (+8.6%)
845.00M
est: 650.24M (+30.0%)
999.00M
est: 693.73M (+44.0%)
900.00M
est: 740.43M (+21.6%)
897.00M
est: 601.77M (+49.1%)
775.00M
est: 736.02M (+5.3%)
983.00M
est: 919.05M (+7.0%)
1.07B
1.04B – 1.09B
+16.0% YoY
1.16B
1.13B – 1.18B
+8.6% YoY
1.32B
1.28B – 1.36B
+14.2% YoY
SGA
663.80M
est: 671.60M (-1.2%)
598.02M
est: 611.02M (-2.1%)
670.93M
est: 809.32M (-17.1%)
830.67M
est: 962.89M (-13.7%)
980.31M
est: 922.88M (+6.2%)
954.91M
est: 941.85M (+1.4%)
1.04B
est: 1.04B (+0.9%)
1.07B
est: 1.14B (-5.9%)
1.01B
est: 1.43B (-29.1%)
1.09B
est: 405.28M (+168.4%)
949.52M
est: 734.73M (+29.2%)
801.83M
est: 2.61B (-69.3%)
732.83M
est: 790.96M (-7.3%)
759.42M
est: 844.31M (-10.1%)
638.68M
est: 628.05M (+1.7%)
563.71M
est: 512.75M (+9.9%)
600.47M
est: 594.38M (+1.0%)
654.60M
est: 660.18M (-0.8%)
685.01M
est: 687.20M (-0.3%)
683.00M
est: 788.47M (-13.4%)
742.00M
est: 766.59M (-3.2%)
1.08B
est: 1.07B (+0.4%)
1.34B
est: 913.69M (+46.4%)
1.24B
est: 1.10B (+12.9%)
1.34B
est: 961.61M (+39.6%)
1.30B
est: 1.07B (+21.2%)
1.48B
est: 1.11B (+33.6%)
1.16B
1.16B – 1.17B
+5.0% YoY
1.21B
1.20B – 1.22B
+4.1% YoY
1.27B
1.27B – 1.28B
+5.1% YoY
EPS
1.58
est: 1.62 (-2.5%)
1.49
est: 1.42 (+4.9%)
2.07
est: 1.71 (+21.1%)
2.38
est: 2.21 (+7.7%)
3.11
est: 2.78 (+11.9%)
2.97
est: 2.87 (+3.5%)
2.82
est: 2.81 (+0.4%)
3.10
est: 2.52 (+23.0%)
-1.12
est: 1.05 (-206.7%)
-0.97
est: -0.49 (-100.0%)
-1.43
est: -0.87 (-65.3%)
-0.18
est: -0.59 (+69.5%)
0.50
est: 0.46 (+8.7%)
-0.11
est: 0.08 (-237.5%)
0.10
est: 0.68 (-85.3%)
0.91
est: 0.58 (+58.3%)
0.34
est: 0.37 (-8.3%)
0.95
est: 0.96 (-1.5%)
0.66
est: 0.93 (-28.8%)
1.66
est: 1.70 (-2.4%)
1.39
est: 1.42 (-2.1%)
1.90
est: 1.47 (+28.9%)
1.76
est: 1.67 (+5.5%)
1.62
est: 1.61 (+0.6%)
1.58
est: 1.21 (+30.1%)
1.37
est: 1.51 (-9.2%)
1.89
est: 1.84 (+2.6%)
2.14
2.10 – 2.19
+16.4% YoY
2.34
2.28 – 2.38
+9.3% YoY
2.65
2.58 – 2.75
+12.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-27 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-26 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-22 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-21 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-20 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-19 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-18 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-15 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-14 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-13 B 3/5 4/5 3/5 4/5 1/5 3/5 2/5
2026-05-12 B 3/5 4/5 3/5 4/5 1/5 3/5 2/5
2026-05-11 B 3/5 4/5 3/5 4/5 1/5 3/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-05-01 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-30 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-28 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-23 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-22 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-21 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-20 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
851.39M
OE per share TTM
1.73
Owner's Yield
7.32%
Maintenance CapEx ratio
21.91%
Maint CapEx / Avg PPE
16.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
662
Total invested
9.18B
Insider transactions (90d)
27
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 61.54M 11.40% 59.13M 61.54M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 57.73M 10.68% 290.3K 56.97M 758.4K IA 2022-02-10
3 Abigail P. Johnson 18.15M 5.83% 18.15M IN Delaware 2020-02-07
4 FMR LLC 18.15M 5.83% 1.48M 18.15M HC Delaware 2020-02-07
5 84-1434992 16.94M 6.40% 16.51M 16.94M IA Delaware 2011-02-11
6 98-0557567 14.37M 4.40% 13.43M 14.37M IA, HC Bermuda 2019-02-01
7 STATE STREET CORPORATION 13.91M 4.30% 13.49M 13.91M HC BOSTON, MASSACHUSETTS 2019-02-13
8 Fuller & Thaler Asset Management, Inc. 13.66M 4.39% 13.36M 13.66M IA California 2020-02-14
9 95-4871957 10.77M 11.00% IA Delaware 2015-02-13
10 BlackRock for purposes of Schedule 13G filings. 10.42M 4.69% 10.42M 10.42M HC Delaware 2010-03-09
11 Marsico Capital Management, LLC                                                                      4.56M 1.70% 1.63M 4.56M IA Delaware 2012-02-14
12 52-0556948 4.23M 1.20% 1.05M 4.23M IA Maryland 2018-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
662
+7 vs prev Q
New positions
92
Closed positions
76
Increased
322
Reduced
207
Put/Call ratio
0.27
Calls held
11.43M
Puts held
3.06M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 57.70M -2.0M (-3.3%) 1.38B +29.4M (+2.2%) 11.75% -0.068 pp 0.02% 0.000 pp USD15.98 +49.6% 6 qtrs
2 VANGUARD GROUP INC 48.47M -2.0M (-4.0%) 1.16B +17.0M (+1.5%) 9.87% -0.125 pp 0.02% 0.000 pp USD12.95 +84.6% 84 qtrs
3 BANK OF NEW YORK MELLON CORP 31.46M -977.2K (-3.0%) 751.99M +18.5M (+2.5%) 6.41% -0.016 pp 0.13% -0.009 pp USD16.52 +44.7% 66 qtrs
4 STATE STREET CORP 19.00M -741.3K (-3.8%) 457.06M +7.6M (+1.7%) 3.87% -0.040 pp 0.02% 0.000 pp USD15.07 +58.6% 51 qtrs
5 DIMENSIONAL FUND ADVISORS LP 16.43M -169.6K (-1.0%) 392.56M +17.4M (+4.6%) 3.35% +0.059 pp 0.08% +0.002 pp USD14.36 +66.4% 51 qtrs
6 UBS ASSET MANAGEMENT AMERICAS INC 14.06M -368.5K (-2.6%) 336.10M +9.8M (+3.0%) 2.86% +0.006 pp 0.07% +0.000 pp USD19.84 +20.5% 87 qtrs
7 FMR LLC 12.69M -1.7M (-12.1%) 303.19M -23.1M (-7.1%) 2.58% -0.274 pp 0.02% -0.002 pp USD18.69 +27.9% 32 qtrs
8 LSV ASSET MANAGEMENT 12.17M -558.2K (-4.4%) 290.86M +3.1M (+1.1%) 2.48% -0.042 pp 0.63% -0.001 pp USD13.66 +75.0% 35 qtrs
9 NORTH REEF CAPITAL MANAGEMENT LP 11.52M -853.2K (-6.9%) 275.25M -4.4M (-1.6%) 2.35% -0.104 pp 11.08% -2.002 pp USD12.93 +84.8% 12 qtrs
10 MILLENNIUM MANAGEMENT LLC 9.82M +3.5M (+54.6%) 234.63M +91.1M (+63.5%) 2.00% +0.742 pp 0.10% +0.037 pp USD19.77 +20.9% 61 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 9.08M -45.2K (-0.5%) 217.09M +10.7M (+5.2%) 1.85% +0.042 pp 0.01% +0.000 pp USD14.59 +63.8% 78 qtrs
12 INVESCO LTD. 8.03M +427.0K (+5.6%) 192.01M +20.0M (+11.6%) 1.64% +0.130 pp 0.03% +0.002 pp USD17.58 +35.9% 57 qtrs
13 NORGES BANK 6.44M +6.4M (+100.0%) 153.94M +153.9M (+100.0%) 1.31% +1.312 pp 0.02% +0.017 pp USD23.90 +0.0% 1 qtrs NEW
14 CITADEL ADVISORS LLC 6.34M -4.7M (-42.6%) 151.49M -98.2M (-39.3%) 1.29% -0.896 pp 0.02% -0.015 pp USD19.91 +20.0% 52 qtrs
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 5.34M +116.2K (+2.2%) 127.53M +9.5M (+8.1%) 1.09% +0.053 pp 0.36% +0.051 pp USD21.64 +10.4% 3 qtrs
16 MORGAN STANLEY 5.21M +491.5K (+10.4%) 124.58M +17.8M (+16.7%) 1.06% +0.127 pp 0.01% +0.001 pp USD18.54 +28.9% 51 qtrs
17 CLEARBRIDGE INVESTMENTS, LLC 5.20M -108.2K (-2.0%) 124.29M +4.3M (+3.6%) 1.06% +0.008 pp 0.10% +0.009 pp USD13.09 +82.6% 11 qtrs
18 FIL LTD 4.87M -149.8K (-3.0%) 116.44M +2.9M (+2.6%) 0.99% -0.002 pp 0.09% -0.002 pp USD19.39 +23.3% 7 qtrs
19 FREESTONE GROVE PARTNERS LP 4.73M -61.2K (-1.3%) 112.98M +4.7M (+4.4%) 0.96% +0.015 pp 0.82% +0.008 pp USD20.61 +16.0% 5 qtrs
20 NORTHERN TRUST CORP 4.33M -241.6K (-5.3%) 103.46M +122.3K (+0.1%) 0.88% -0.023 pp 0.01% +0.000 pp USD15.51 +54.1% 51 qtrs
21 PRINCIPAL FINANCIAL GROUP INC 3.85M +852.1K (+28.4%) 91.99M +24.2M (+35.8%) 0.78% +0.191 pp 0.05% +0.013 pp USD17.16 +39.3% 81 qtrs
22 ARTEMIS INVESTMENT MANAGEMENT LLP 3.78M +3.8M (+100.0%) 90.32M +90.3M (+100.0%) 0.77% +0.770 pp 1.09% +1.091 pp USD23.90 +0.0% 1 qtrs NEW
23 RAYMOND JAMES FINANCIAL INC 3.72M -121.3K (-3.2%) 88.83M +2.1M (+2.4%) 0.76% -0.003 pp 0.03% 0.000 pp USD20.15 +18.6% 5 qtrs
24 JUPITER ASSET MANAGEMENT LTD 3.65M +1.5M (+68.0%) 87.32M +38.1M (+77.5%) 0.74% +0.313 pp 0.70% +0.277 pp USD23.13 +3.3% 2 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.42M -51.9K (-1.5%) 81.74M +3.2M (+4.1%) 0.70% +0.009 pp 0.01% +0.000 pp USD15.47 +54.5% 87 qtrs
26 JANE STREET GROUP, LLC 3.36M +3.1M (+1,005.4%) 80.34M +73.5M (+1,068.4%) 0.68% +0.624 pp 0.01% +0.011 pp USD23.51 +1.7% 6 qtrs
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3.30M +2.5M (+331.2%) 78.87M +61.6M (+355.9%) 0.67% +0.521 pp 0.01% +0.007 pp USD23.05 +3.7% 51 qtrs
28 UBS GROUP AG 3.29M -2.1M (-39.3%) 78.65M -44.0M (-35.9%) 0.67% -0.404 pp 0.01% -0.007 pp USD19.19 +24.5% 45 qtrs
29 SCULPTOR CAPITAL LP 3.15M -676.0K (-17.7%) 75.17M -11.2M (-13.0%) 0.64% -0.116 pp 0.77% -0.246 pp USD15.70 +52.2% 16 qtrs
30 POINT72 ASSET MANAGEMENT, L.P. 2.88M +1.8M (+163.9%) 68.95M +44.2M (+179.0%) 0.59% +0.371 pp 0.08% +0.036 pp USD23.04 +3.7% 10 qtrs
31 BANK OF AMERICA CORP /DE/ 2.65M +82.0K (+3.2%) 63.38M +5.3M (+9.1%) 0.54% +0.031 pp 0.00% +0.001 pp USD15.51 +54.1% 52 qtrs
32 JOHNSON INVESTMENT COUNSEL INC 2.42M -695.1K (-22.3%) 57.94M -12.6M (-17.8%) 0.49% -0.124 pp 0.47% -0.115 pp USD16.38 +45.9% 22 qtrs
33 VERITION FUND MANAGEMENT LLC 2.41M +843.8K (+53.8%) 57.64M +22.2M (+62.6%) 0.49% +0.181 pp 0.23% +0.080 pp USD15.85 +50.8% 23 qtrs
34 JPMORGAN CHASE & CO 2.37M -3.2M (-57.6%) 56.56M -69.5M (-55.1%) 0.48% -0.622 pp 0.00% -0.004 pp USD19.49 +22.6% 51 qtrs
35 GOLDMAN SACHS GROUP INC 2.31M +513.1K (+28.6%) 55.10M +14.6M (+36.0%) 0.47% +0.115 pp 0.01% +0.002 pp USD19.56 +22.2% 73 qtrs
36 HOLOCENE ADVISORS, LP 2.22M +881.4K (+66.1%) 52.95M +22.8M (+75.5%) 0.45% +0.187 pp 0.11% +0.043 pp USD22.59 +5.8% 5 qtrs
37 CULLEN CAPITAL MANAGEMENT, LLC 2.03M +2.0M (+3,401.0%) 48.53M +47.2M (+3,600.8%) 0.41% +0.402 pp 0.53% +0.516 pp USD23.62 +1.2% 22 qtrs
38 AQR CAPITAL MANAGEMENT LLC 1.99M -22.1K (-1.1%) 47.65M +2.1M (+4.5%) 0.41% +0.007 pp 0.03% -0.004 pp USD12.35 +93.5% 27 qtrs
39 VICTORY CAPITAL MANAGEMENT INC 1.84M -1.4M (-43.2%) 43.91M -29.2M (-39.9%) 0.37% -0.266 pp 0.02% -0.018 pp USD16.70 +43.1% 26 qtrs
40 HRT FINANCIAL LP 1.78M +1.8M (+100.0%) 42.60M +42.6M (+100.0%) 0.36% +0.363 pp 0.13% +0.135 pp USD23.90 +0.0% 3 qtrs
41 BALYASNY ASSET MANAGEMENT L.P. 1.70M -5.7M (-76.9%) 40.69M -125.9M (-75.6%) 0.35% -1.113 pp 0.05% -0.160 pp USD19.17 +24.7% 17 qtrs
42 LEEWARD INVESTMENTS, LLC - MA 1.67M -55.6K (-3.2%) 39.97M +899.7K (+2.3%) 0.34% -0.002 pp 2.02% +0.026 pp USD14.64 +63.3% 12 qtrs
43 ALYESKA INVESTMENT GROUP, L.P. 1.63M -1.8M (-53.1%) 39.05M -39.7M (-50.4%) 0.33% -0.357 pp 0.11% -0.128 pp USD19.21 +24.4% 11 qtrs
44 BARCLAYS PLC 1.60M +1.6M (+100.0%) 38.24M +38.2M (+100.0%) 0.33% +0.326 pp 0.01% +0.009 pp USD23.90 +0.0% 1 qtrs NEW
45 NUVEEN, LLC 1.56M -246.2K (-13.7%) 37.20M -3.6M (-8.7%) 0.32% -0.040 pp 0.01% -0.001 pp USD19.42 +23.1% 4 qtrs
46 RETIREMENT SYSTEMS OF ALABAMA 1.39M -55.7K (-3.8%) 33.24M +535.3K (+1.6%) 0.28% -0.003 pp 0.11% -0.001 pp USD12.04 +98.5% 52 qtrs
47 FISHER ASSET MANAGEMENT, LLC 1.36M +270.5K (+24.9%) 32.46M +7.9M (+32.0%) 0.28% +0.061 pp 0.01% +0.002 pp USD19.85 +20.4% 10 qtrs
48 RHUMBLINE ADVISERS 1.32M -68.8K (-5.0%) 31.44M +142.1K (+0.5%) 0.27% -0.006 pp 0.03% +0.000 pp USD13.04 +83.3% 52 qtrs
49 INTERVAL PARTNERS, LP 1.19M +39.2K (+3.4%) 28.33M +2.4M (+9.3%) 0.24% +0.014 pp 0.51% +0.084 pp USD19.21 +24.4% 12 qtrs
50 BANK OF MONTREAL /CAN/ 1.12M -129.8K (-10.3%) 26.88M -1.5M (-5.2%) 0.23% -0.019 pp 0.01% -0.002 pp USD22.28 +7.3% 51 qtrs
51 ROYAL BANK OF CANADA 1.07M -1.5M (-58.0%) 25.65M -32.2M (-55.6%) 0.22% -0.288 pp 0.00% -0.005 pp USD20.63 +15.9% 51 qtrs
52 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.07M -31.6K (-2.9%) 25.51M +662.8K (+2.7%) 0.22% 0.000 pp 0.02% +0.001 pp USD12.52 +90.9% 87 qtrs
53 ALLIANCEBERNSTEIN L.P. 1.06M -170.2K (-13.9%) 25.29M -2.5M (-8.9%) 0.22% -0.028 pp 0.01% -0.001 pp USD19.00 +25.8% 61 qtrs
54 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1.06M +— (+0.0%) 25.28M +1.4M (+5.7%) 0.22% +0.006 pp 0.19% +0.008 pp USD19.36 +23.5% 14 qtrs
55 HUDSON BAY CAPITAL MANAGEMENT LP 1.03M +419.7K (+68.8%) 24.61M +10.8M (+78.4%) 0.21% +0.089 pp 0.08% +0.035 pp USD23.14 +3.3% 2 qtrs
56 SWISS NATIONAL BANK 1.00M +17.5K (+1.8%) 23.93M +1.7M (+7.6%) 0.20% +0.009 pp 0.01% +0.001 pp USD14.34 +66.7% 9 qtrs
57 VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 994.7K -819.2K (-45.2%) 23.77M -17.2M (-42.0%) 0.20% -0.157 pp 0.20% -0.163 pp USD21.12 +13.2% 4 qtrs
58 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 968.8K -3.1K (-0.3%) 23.15M +1.2M (+5.4%) 0.20% +0.005 pp 0.01% +0.000 pp USD17.18 +39.1% 57 qtrs
59 FIRST TRUST ADVISORS LP 966.7K -4.1K (-0.4%) 23.10M +1.2M (+5.3%) 0.20% +0.005 pp 0.02% +0.001 pp USD14.72 +62.4% 12 qtrs
60 MEDIOLANUM INTERNATIONAL FUNDS LTD 933.8K +933.8K (+100.0%) 22.34M +22.3M (+100.0%) 0.19% +0.190 pp 0.22% +0.223 pp USD23.90 +0.0% 1 qtrs NEW
61 BRIDGEWATER ASSOCIATES, LP 928.6K +928.6K (+100.0%) 22.19M +22.2M (+100.0%) 0.19% +0.189 pp 0.08% +0.081 pp USD23.90 +0.0% 1 qtrs NEW
62 MOORE CAPITAL MANAGEMENT, LP 908.0K +500.0K (+122.5%) 21.70M +12.5M (+135.2%) 0.18% +0.104 pp 0.31% +0.185 pp USD23.32 +2.5% 2 qtrs
63 CAPTION MANAGEMENT, LLC 872.0K +846.0K (+3,253.8%) 20.84M +20.3M (+3,445.2%) 0.18% +0.172 pp 0.14% +0.138 pp USD23.79 +0.5% 5 qtrs
64 ENGINEERS GATE MANAGER LP 865.6K +629.5K (+266.6%) 20.69M +15.3M (+287.5%) 0.18% +0.130 pp 0.25% +0.184 pp USD23.40 +2.1% 17 qtrs
65 LEGAL & GENERAL GROUP PLC 760.1K -128.9K (-14.5%) 18.17M -1.9M (-9.6%) 0.15% -0.021 pp 0.00% -0.001 pp USD19.21 +24.4% 75 qtrs
66 12TH STREET ASSET MANAGEMENT COMPANY, LLC 739.9K +739.9K (+100.0%) 17.68M +17.7M (+100.0%) 0.15% +0.151 pp 2.91% +2.914 pp USD23.90 +0.0% 1 qtrs NEW
67 HUBER CAPITAL MANAGEMENT LLC 690.8K +77.6K (+12.7%) 16.51M +2.6M (+19.1%) 0.14% +0.019 pp 2.43% +0.236 pp USD14.30 +67.1% 48 qtrs
68 WELLS FARGO & COMPANY/MN 682.0K +18.4K (+2.8%) 16.30M +1.3M (+8.6%) 0.14% +0.008 pp 0.00% +0.000 pp USD13.96 +71.2% 57 qtrs
69 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 565.9K +116.0K (+25.8%) 13.52M +3.4M (+33.0%) 0.12% +0.026 pp 0.02% +0.005 pp USD20.90 +14.4% 5 qtrs
70 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 562.6K +194.4K (+52.8%) 13.45M +5.1M (+61.5%) 0.11% +0.042 pp 0.09% +0.033 pp USD20.66 +15.7% 6 qtrs
71 SCHONFELD STRATEGIC ADVISORS LLC 548.1K -80.7K (-12.8%) 13.10M -1.1M (-7.9%) 0.11% -0.013 pp 0.06% -0.023 pp USD22.08 +8.2% 26 qtrs
72 PRIVATE MANAGEMENT GROUP INC 514.7K -172.3K (-25.1%) 12.30M -3.2M (-20.8%) 0.10% -0.031 pp 0.36% -0.104 pp USD11.39 +109.8% 18 qtrs
73 AMERIPRISE FINANCIAL INC 506.9K -18.6K (-3.5%) 12.13M +233.1K (+2.0%) 0.10% -0.001 pp 0.00% +0.000 pp USD13.37 +78.8% 56 qtrs
74 AMUNDI 503.6K +172.4K (+52.1%) 12.04M +4.4M (+57.7%) 0.10% +0.037 pp 0.00% +0.001 pp USD20.59 +16.1% 7 qtrs
75 CAPITAL FUND MANAGEMENT S.A. 497.8K +497.8K (+100.0%) 11.90M +11.9M (+100.0%) 0.10% +0.101 pp 0.03% +0.033 pp USD23.90 +0.0% 1 qtrs NEW
76 SEI INVESTMENTS CO 493.7K -13.3K (-2.6%) 11.80M +336.1K (+2.9%) 0.10% +0.000 pp 0.01% -0.001 pp USD15.88 +50.5% 45 qtrs
77 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 492.9K -19.0K (-3.7%) 11.78M +207.0K (+1.8%) 0.10% -0.001 pp 0.02% +0.000 pp USD12.26 +94.9% 51 qtrs
78 DIAMOND HILL CAPITAL MANAGEMENT INC 490.2K -3.0K (-0.6%) 11.72M +564.5K (+5.1%) 0.10% +0.002 pp 0.06% +0.007 pp USD14.34 +66.7% 9 qtrs
79 ALGERT GLOBAL LLC 485.0K +— (+0.0%) 11.59M +626.0K (+5.7%) 0.10% +0.003 pp 0.18% -0.003 pp USD17.25 +38.6% 11 qtrs
80 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 482.0K +4.9K (+1.0%) 11.52M +732.0K (+6.8%) 0.10% +0.004 pp 0.01% +0.001 pp USD14.91 +60.3% 52 qtrs
81 CINCTIVE CAPITAL MANAGEMENT LP 477.1K +74.2K (+18.4%) 11.40M +2.3M (+25.2%) 0.10% +0.017 pp 0.62% +0.182 pp USD20.83 +14.7% 13 qtrs
82 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 470.6K +22.3K (+5.0%) 11.36M +1.2M (+12.0%) 0.10% +0.007 pp 0.01% +0.000 pp USD19.93 +19.9% 15 qtrs
83 MENDON CAPITAL ADVISORS CORP 465.0K +7.2K (+1.6%) 11.11M +763.3K (+7.4%) 0.09% +0.004 pp 3.29% -0.678 pp USD19.52 +22.4% 9 qtrs
84 QUBE RESEARCH & TECHNOLOGIES LTD 455.4K -1.5M (-77.1%) 10.88M -34.1M (-75.8%) 0.09% -0.301 pp 0.01% -0.035 pp USD22.34 +7.0% 3 qtrs
85 RMB CAPITAL MANAGEMENT, LLC 455.2K +3.2K (+0.7%) 10.88M +658.4K (+6.4%) 0.09% +0.003 pp 0.19% +0.001 pp USD15.20 +57.2% 12 qtrs
86 QSEMBLE CAPITAL MANAGEMENT, LP 451.4K +339.5K (+303.3%) 10.79M +8.3M (+326.3%) 0.09% +0.070 pp 0.89% +0.645 pp USD23.58 +1.4% 2 qtrs
87 ADAGE CAPITAL PARTNERS GP, L.L.C. 449.9K +235.0K (+109.4%) 10.75M +5.9M (+121.3%) 0.09% +0.049 pp 0.02% +0.009 pp USD22.61 +5.7% 3 qtrs
88 OPPENHEIMER ASSET MANAGEMENT INC. 423.7K +423.7K (+100.0%) 10.13M +10.1M (+100.0%) 0.09% +0.086 pp 0.12% +0.125 pp USD23.90 +0.0% 1 qtrs NEW
89 MERITAGE PORTFOLIO MANAGEMENT 423.1K -19.2K (-4.3%) 10.11M +111.6K (+1.1%) 0.09% -0.001 pp 0.67% +0.005 pp USD15.12 +58.1% 8 qtrs
90 NATIXIS ADVISORS, L.P. 418.7K -13.7K (-3.2%) 10.01M +230.0K (+2.4%) 0.09% 0.000 pp 0.01% 0.000 pp USD16.75 +42.7% 27 qtrs
91 PEAK6 LLC 412.0K +412.0K (+100.0%) 9.85M +9.8M (+100.0%) 0.08% +0.084 pp 0.02% +0.018 pp USD23.90 +0.0% 1 qtrs NEW
92 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 406.7K +123.3K (+43.5%) 9.72M +3.3M (+51.7%) 0.08% +0.027 pp 0.55% +0.184 pp USD19.87 +20.3% 20 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 204 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 BMO Equal Weight US Banks Index ETF ZBK.TO 4.83% 26.99M 0.39%
2 WBI BullBear Yield 3000 ETF WBIG 4.00% 1.27M 1.49%
3 Cullen Enhanced Equity Income ETF DIVP 2.58% 905.3K 0.55%
4 Scharf ETF KAT 2.05% 15.58M 0.75%
5 CresAlta Small and Mid-Cap ETF CVSM 2.03% 1.81M 0.55%
6 iShares U.S. Regional Banks ETF IAT 1.95% 13.16M 0.38%
7 iShares S&P U.S. Banks UCITS ETF BNKS.L 1.87% 20.39M 0.35%
8 iShares S&P U.S. Banks UCITS ETF BNKT.AS 1.87% 223.9K 0.35%
9 Cambria Value and Momentum ETF VAMO 1.50% 1.60M 0.65%
10 BNY Mellon Enhanced Dividend and Income ETF BEDY 1.39% 2.42M 0.50%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.21
Neutral
Ratio by volume
3.00
Bullish
Buys
17
Sells
14
Shares acquired
342.6K
Shares disposed
108.7K
Cash buys
Cash sales
Net activity
+233,938
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-12 Restel Anthony J Officer F-InKind D Common Stock 17,628 23.90 421.3K 658,235 D
2026-05-12 LoCascio Tammy Officer F-InKind D Common Stock 14,175 23.90 338.8K 391,859 D
2026-05-12 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 46,272 23.90 1.11M 999,502 D
2026-05-12 Hung Thomas Officer F-InKind D Common Stock 360 23.90 8.6K 65,644 D
2026-05-12 Hart Tanya L Officer F-InKind D Common Stock 2,448 23.90 58.5K 59,810 D
2026-05-12 Fleming Jeff L. Officer F-InKind D Common Stock 980 23.90 23.4K 132,398 D
2026-05-12 Dmuchowski Hope Officer F-InKind D Common Stock 9,814 23.90 234.6K 180,351 D
2026-05-12 Argo Ashley W Officer F-InKind D Common Stock 406 23.90 9.7K 41,593 D
2026-05-12 ARDOIN ELIZABETH A Officer F-InKind D Common Stock 9,879 23.90 236.1K 336,110 D
2026-05-05 Stewart Cecelia D. Director A-Award A Common Stock 5,913 0.00 88,772 D
2026-05-05 PALMER VICKI R Director A-Award A Common Stock 5,913 0.00 118,771 D
2026-05-05 Mody Sital K Director A-Award A Common Stock 5,913 0.00 9,273 D
2026-05-05 Maples Ricky E Director A-Award A Common Stock 12,030 0.00 130,835 D
2026-05-05 MOEHN MICHAEL L Director A-Award A Common Stock 5,913 0.00 10,714 D
2026-05-05 KEMP SR JAMES MICHAEL Director A-Award A Common Stock 9,991 0.00 70,682 D
2026-05-05 Davidson Wendy P Director A-Award A Common Stock 5,913 0.00 102,729 D
2026-05-05 DIETRICH JOHN W Director A-Award A Common Stock 5,913 0.00 25,305 D
2026-05-05 Compton John C Director A-Award A Common Stock 14,070 0.00 178,856 D
2026-05-05 Carboni Velia Director A-Award A Common Stock 5,913 0.00 46,626 D
2026-05-05 Brown Jeffrey Jonathan Director A-Award A Common Stock 12,030 0.00 32,427 D
2026-05-01 Restel Anthony J Officer J-Other D Depositary Shares 50 25.00 1.3K 0 I
2026-04-27 Restel Anthony J Officer A-Award A Common Stock 38,793 0.00 675,863 D
2026-04-27 LoCascio Tammy Officer A-Award A Common Stock 36,022 0.00 406,034 D
2026-04-27 JORDAN D BRYAN Director / Officer A-Award A Common Stock 117,590 0.00 1,045,774 D
2026-04-27 Hart Tanya L Officer A-Award A Common Stock 12,469 0.00 67,165 D
2026-04-27 Dmuchowski Hope Officer A-Award A Common Stock 24,939 0.00 190,165 D
2026-04-27 ARDOIN ELIZABETH A Officer A-Award A Common Stock 23,276 0.00 345,989 D
2026-03-02 Restel Anthony J Officer F-InKind D Common Stock 10,332 24.16 249.6K 637,070 D
2026-03-02 LoCascio Tammy Officer F-InKind D Common Stock 8,308 24.16 200.7K 370,012 D
2026-03-02 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 27,119 24.16 655.2K 928,053 D
2026-03-02 Hart Tanya L Officer F-InKind D Common Stock 2,876 24.16 69.5K 54,696 D
2026-03-02 Dmuchowski Hope Officer F-InKind D Common Stock 5,752 24.16 139.0K 165,226 D
2026-03-02 ARDOIN ELIZABETH A Officer F-InKind D Common Stock 5,790 24.16 139.9K 322,713 D
2026-02-11 Wiseman Thomas Lang Officer A-Award A Common Stock 11,017 0.00 20,303 D
2026-02-11 Restel Anthony J Officer A-Award A Common Stock 27,944 0.00 647,402 D
2026-02-11 LoCascio Tammy Officer A-Award A Common Stock 27,944 0.00 378,320 D
2026-02-11 JORDAN D BRYAN Director / Officer A-Award A Common Stock 102,009 0.00 955,172 D
2026-02-11 Hung Thomas Officer A-Award A Common Stock 12,740 0.00 66,412 D
2026-02-11 Hart Tanya L Officer A-Award A Common Stock 10,616 0.00 57,572 D
2026-02-11 Fleming Jeff L. Officer A-Award A Common Stock 4,752 0.00 133,378 D
2026-02-11 Dmuchowski Hope Officer A-Award A Common Stock 27,043 0.00 170,978 D
2026-02-11 Argo Ashley W Officer A-Award A Common Stock 8,012 0.00 42,455 D
2026-02-11 ARDOIN ELIZABETH A Officer A-Award A Common Stock 4,647 0.00 328,503 D
2026-01-29 Restel Anthony J Officer M-Exempt D Stock Options (Right to Buy) 1,939 16.01 31.0K 0 D
2026-01-29 JORDAN D BRYAN Director / Officer S-Sale D Common Stock 4,577 24.19 110.7K 859,615 D
2025-12-22 JORDAN D BRYAN Director / Officer G-Gift D Common Stock 42,000 0.00 821,406 D
2025-12-05 Dmuchowski Hope Officer F-InKind D Common Stock 2,964 22.76 67.5K 143,935 D
2025-11-12 Fleming Jeff L. Officer M-Exempt D Stock Options (Right to Buy) 9,765 15.43 150.7K 0 D
2025-11-04 POPWELL DAVID T Officer S-Sale D Common Stock 155,149 21.31 3.31M 307,432 D
2025-11-03 Mody Sital K Director A-Award A Common Stock 3,360 0.00 3,360 D
2025-10-27 Restel Anthony J Officer F-InKind D Common Stock 9,027 20.99 189.5K 616,995 D
2025-10-27 Mody Sital K Director Common Stock 0 0.00 0 D
2025-10-27 LoCascio Tammy Officer F-InKind D Common Stock 3,909 20.99 82.0K 350,376 D
2025-08-22 POPWELL DAVID T Officer S-Sale D Common Stock 100,000 22.50 2.25M 462,581 D
2025-08-22 MOEHN MICHAEL L Director A-Award A Common Stock 4,801 0.00 4,801 D
2025-08-20 MOEHN MICHAEL L Director Common Stock 0 0.00 0 D
2025-07-31 JORDAN D BRYAN Director / Officer G-Gift D Common Stock 1,000 0.00 1,233,721 D
2025-07-22 POPWELL DAVID T Officer S-Sale D Common Stock 3,396 22.21 75.4K 550,011 D
2025-07-18 LoCascio Tammy Officer S-Sale D Common Stock 3,179 22.25 70.7K 344,172 D
2025-05-12 Restel Anthony J Officer F-InKind D Common Stock 27,009 20.06 541.8K 626,022 D
2025-05-12 POPWELL DAVID T Officer F-InKind D Common Stock 23,436 20.06 470.1K 550,011 D
2025-05-12 LoCascio Tammy Officer F-InKind D Common Stock 21,762 20.06 436.5K 348,650 D
2025-05-12 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 71,037 20.06 1.43M 1,234,598 D
2025-05-12 Hung Thomas Officer F-InKind D Common Stock 408 20.06 8.2K 53,672 D
2025-05-12 Hart Tanya L Officer F-InKind D Common Stock 2,447 20.06 49.1K 46,956 D
2025-05-12 Fleming Jeff L. Officer F-InKind D Common Stock 979 20.06 19.6K 124,031 D
2025-05-12 Dmuchowski Hope Officer F-InKind D Common Stock 15,066 20.06 302.2K 146,899 D
2025-05-12 Argo Ashley W Officer F-InKind D Common Stock 599 20.06 12.0K 34,066 D
2025-05-12 ARDOIN ELIZABETH A Officer F-InKind D Common Stock 15,133 20.06 303.6K 323,856 D
2025-05-06 TAYLOR R EUGENE Director A-Award A Common Stock 7,794 0.00 622,609 D
2025-05-06 Stewart Cecelia D. Director A-Award A Common Stock 7,794 0.00 82,859 D
2025-05-06 REED COLIN V Director A-Award A Common Stock 10,369 0.00 216,271 D
2025-05-06 PALMER VICKI R Director A-Award A Common Stock 7,794 0.00 112,858 D
2025-05-06 Maples Ricky E Director A-Award A Common Stock 15,588 0.00 118,805 D
2025-05-06 KEMP SR JAMES MICHAEL Director A-Award A Common Stock 9,534 0.00 60,691 D
2025-05-06 Davidson Wendy P Director A-Award A Common Stock 14,196 0.00 96,816 D
2025-05-06 DIETRICH JOHN W Director A-Award A Common Stock 7,794 0.00 19,392 D
2025-05-06 Compton John C Director A-Award A Common Stock 15,588 0.00 164,786 D
2025-05-06 Carboni Velia Director A-Award A Common Stock 14,196 0.00 40,713 D
2025-05-06 Brown Jeffrey Jonathan Director A-Award A Common Stock 12,916 0.00 20,397 D
2025-04-28 Restel Anthony J Officer A-Award A Common Stock 59,556 0.00 653,031 D
2025-04-28 POPWELL DAVID T Officer A-Award A Common Stock 59,556 0.00 593,158 D
2025-04-28 LoCascio Tammy Officer A-Award A Common Stock 55,302 0.00 377,209 D
2025-04-28 JORDAN D BRYAN Director / Officer A-Award A Common Stock 180,525 0.00 1,378,457 D
2025-04-28 Dmuchowski Hope Officer A-Award A Common Stock 38,286 0.00 161,965 D
2025-04-28 ARDOIN ELIZABETH A Officer A-Award A Common Stock 35,733 0.00 338,989 D
2025-03-31 JORDAN D BRYAN Director / Officer G-Gift D Common Stock 725,848 0.00 1,197,797 D
2025-03-03 Restel Anthony J Officer F-InKind D Common Stock 14,039 20.91 293.6K 593,475 D
2025-03-03 POPWELL DAVID T Officer F-InKind D Common Stock 12,182 20.91 254.7K 533,602 D
2025-03-03 LoCascio Tammy Officer F-InKind D Common Stock 11,312 20.91 236.5K 321,907 D
2025-03-03 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 36,924 20.91 772.1K 1,923,645 D
2025-03-03 Dmuchowski Hope Officer F-InKind D Common Stock 7,831 20.91 163.7K 123,679 D
2025-03-03 ARDOIN ELIZABETH A Officer F-InKind D Common Stock 7,866 20.91 164.5K 303,256 D
2025-02-11 Wiseman Thomas Lang Officer A-Award A Common Stock 8,916 0.00 9,286 D
2025-02-11 Restel Anthony J Officer A-Award A Common Stock 30,093 0.00 607,514 D
2025-02-11 POPWELL DAVID T Officer A-Award A Common Stock 25,858 0.00 545,784 D
2025-02-11 LoCascio Tammy Officer A-Award A Common Stock 30,093 0.00 333,219 D
2025-02-11 JORDAN D BRYAN Director / Officer A-Award A Common Stock 99,188 0.00 1,960,569 D
2025-02-11 Hung Thomas Officer A-Award A Common Stock 11,502 0.00 54,419 D
2025-02-11 Hart Tanya L Officer A-Award A Common Stock 9,094 0.00 49,940 D
2025-02-11 Fleming Jeff L. Officer A-Award A Common Stock 4,681 0.00 129,380 D
2025-02-11 Dmuchowski Hope Officer A-Award A Common Stock 28,087 0.00 131,510 D
2025-02-11 Argo Ashley W Officer A-Award A Common Stock 6,687 0.00 34,907 D
2025-02-11 ARDOIN ELIZABETH A Officer A-Award A Common Stock 15,381 0.00 311,122 D
2025-01-31 Brown Jeffrey Jonathan Director A-Award A Common Stock 2,681 0.00 7,481 D
2025-01-27 Brown Jeffrey Jonathan Director Common Stock 0 0.00 4,800 D
2025-01-22 JORDAN D BRYAN Director / Officer S-Sale D Common Stock 200 21.15 4.2K 1,866,777 D
2025-01-01 Wiseman Thomas Lang Officer Common Stock 0 0.00 370 D
2025-01-01 Argo Ashley W Officer Common Stock 0 0.00 11,373 I
2024-12-05 Dmuchowski Hope Officer F-InKind D Common Stock 2,964 20.60 61.1K 103,423 D
2024-11-27 JORDAN D BRYAN Director / Officer G-Gift D Common Stock 75,000 0.00 1,850,848 D
2024-11-22 Fleming Jeff L. Officer M-Exempt A Common Stock 8,025 18.69 150.0K 132,724 D
2024-11-12 BARTON HARRY V JR Director S-Sale D Common Stock 9,600 19.92 191.2K 167,240 D
2024-11-07 POPWELL DAVID T Officer S-Sale D Common Stock 140 19.76 2.8K 584,920 D
2024-10-28 Restel Anthony J Officer F-InKind D Common Stock 9,257 17.38 160.9K 577,421 D
2024-10-28 LoCascio Tammy Officer F-InKind D Common Stock 3,909 17.38 67.9K 303,126 D
2024-10-28 Hart Tanya L Officer Common Stock 0 0.00 40,846 D
2024-10-01 Hung Thomas Officer Common Stock 0 0.00 42,917 D
2024-08-13 JORDAN D BRYAN Director / Officer G-Gift D Common Stock 50,000 0.00 1,925,685
2024-05-13 Springfield Susan L Officer F-InKind D Common Stock 21,418 15.79 338.2K 340,175
2024-05-13 Restel Anthony J Officer F-InKind D Common Stock 34,738 15.79 548.5K 586,678
2024-05-13 POPWELL DAVID T Officer F-InKind D Common Stock 30,420 15.79 480.3K 620,900
2024-05-13 LoCascio Tammy Officer F-InKind D Common Stock 20,487 15.79 323.5K 307,035
2024-05-13 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 102,310 15.79 1.62M 1,975,523
2024-05-13 Fleming Jeff L. Officer F-InKind D Common Stock 3,686 15.79 58.2K 129,169
2024-05-13 ARDOIN ELIZABETH A Officer F-InKind D Common Stock 22,521 15.79 355.6K 295,741
2024-05-13 AKINS TERRY LAWSON Officer F-InKind D Common Stock 24,406 15.79 385.4K 184,985
2024-04-29 TAYLOR R EUGENE Director A-Award A Common Stock 9,414 0.00 614,815
2024-04-29 Sugranes Rosa Director A-Award A Common Stock 9,414 0.00 56,503
2024-04-29 Stewart Cecelia D. Director A-Award A Common Stock 9,414 0.00 75,065
2024-04-29 REED COLIN V Director A-Award A Common Stock 12,525 0.00 203,162
2024-04-29 PALMER VICKI R Director A-Award A Common Stock 9,414 0.00 105,064
2024-04-29 Maples Ricky E Director A-Award A Common Stock 18,829 0.00 103,217
2024-04-29 KEMP SR JAMES MICHAEL Director A-Award A Common Stock 11,516 0.00 51,157
2024-04-29 Davidson Wendy P Director A-Award A Common Stock 17,148 0.00 82,620
2024-04-29 DIETRICH JOHN W Director A-Award A Common Stock 9,414 0.00 11,598
2024-04-29 Compton John C Director A-Award A Common Stock 18,829 0.00 149,198
2024-04-29 Carboni Velia Director A-Award A Common Stock 17,148 0.00 26,517
2024-04-29 BARTON HARRY V JR Director A-Award A Common Stock 9,414 0.00 176,840
2024-04-22 Springfield Susan L Officer A-Award A Common Stock 54,429 0.00 372,602
2024-04-22 Restel Anthony J Officer A-Award A Common Stock 74,544 0.00 621,416
2024-04-22 POPWELL DAVID T Officer A-Award A Common Stock 77,305 0.00 670,159
2024-04-22 LoCascio Tammy Officer A-Award A Common Stock 52,062 0.00 333,088
2024-04-22 JORDAN D BRYAN Director / Officer A-Award A Common Stock 260,000 0.00 2,143,892
2024-04-22 Fleming Jeff L. Officer A-Award A Common Stock 11,359 0.00 132,855
2024-04-22 ARDOIN ELIZABETH A Officer A-Award A Common Stock 52,062 0.00 318,262
2024-04-22 AKINS TERRY LAWSON Officer A-Award A Common Stock 54,429 0.00 209,391
2024-03-04 Springfield Susan L Officer F-InKind D Common Stock 8,787 14.33 125.9K 318,173
2024-03-04 Restel Anthony J Officer F-InKind D Common Stock 14,252 14.33 204.2K 546,872
2024-03-04 POPWELL DAVID T Officer F-InKind D Common Stock 12,480 14.33 178.8K 592,854
2024-03-04 LoCascio Tammy Officer F-InKind D Common Stock 8,405 14.33 120.4K 281,026
2024-03-04 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 41,974 14.33 601.5K 1,883,725
2024-03-04 Fleming Jeff L. Officer F-InKind D Common Stock 1,827 14.33 26.2K 121,496
2024-03-04 ARDOIN ELIZABETH A Officer F-InKind D Common Stock 7,391 14.33 105.9K 266,200
2024-03-04 AKINS TERRY LAWSON Officer F-InKind D Common Stock 6,383 14.33 91.5K 164,975
2024-02-12 Springfield Susan L Officer A-Award A Common Stock 30,116 0.00 332,562
2024-02-12 Restel Anthony J Officer A-Award A Common Stock 39,699 0.00 515,529
2024-02-12 POPWELL DAVID T Officer A-Award A Common Stock 39,699 0.00 613,357
2024-02-12 LoCascio Tammy Officer A-Award A Common Stock 39,699 0.00 240,032
2024-02-12 JORDAN D BRYAN Director / Officer A-Award A Common Stock 147,844 0.00 1,943,407
2024-02-12 Fleming Jeff L. Officer A-Award A Common Stock 6,553 0.00 123,323
2024-02-12 Dmuchowski Hope Officer A-Award A Common Stock 35,592 0.00 92,698
2024-02-12 ARDOIN ELIZABETH A Officer A-Award A Common Stock 23,408 0.00 278,303
2024-02-12 AKINS TERRY LAWSON Officer A-Award A Common Stock 25,667 0.00 171,358
2024-01-31 DIETRICH JOHN W Director A-Award A Common Stock 2,184 0.00 2,184
2024-01-22 DIETRICH JOHN W Director D Common Stock 0 0.00 0
2023-11-29 JORDAN D BRYAN Director / Officer G-Gift D Common Stock 1,000 0.00 1,796,389
2023-10-27 Carboni Velia Director A-Award A Common Stock 9,369 0.00 9,369
2023-10-23 Carboni Velia Director D Common Stock 0 0.00 0
2023-08-03 JORDAN D BRYAN Director / Officer A-Award A Common Stock 149,142 0.00 1,797,167
2023-07-03 Fleming Jeff L. Officer F-InKind D Common Stock 646 11.50 7.4K 116,770
2023-06-07 FENSTERMAKER WILLIAM H Director P-Purchase A Common Stock 410 11.62 4.8K 251,222
2023-05-19 PALMER VICKI R Director P-Purchase A Common Stock 2,000 11.02 22.0K 95,650
2023-05-12 Springfield Susan L Officer F-InKind D Common Stock 7,183 9.67 69.5K 309,200
2023-05-12 POPWELL DAVID T Officer F-InKind D Common Stock 12,570 9.67 121.6K 585,477
2023-05-12 LoCascio Tammy Officer F-InKind D Common Stock 3,428 9.67 33.1K 203,556
2023-05-12 JORDAN D BRYAN Director / Officer F-InKind D Common Stock 36,729 9.67 355.2K 1,682,349 D
2023-05-12 Fleming Jeff L. Officer F-InKind D Common Stock 2,449 9.67 23.7K 119,719
2023-05-12 FENSTERMAKER WILLIAM H Director P-Purchase A Common Stock 2,500 9.56 23.9K 245,862
2023-05-10 Sugranes Rosa Director P-Purchase A Common Stock 1,948 10.22 19.9K 47,089
2023-05-04 REED COLIN V Director P-Purchase A Common Stock 25,138 9.96 250.4K 187,027
2023-05-04 Davidson Wendy P Director P-Purchase A Common Stock 5,000 10.18 50.9K 65,472
2023-05-02 TAYLOR R EUGENE Director A-Award A Common Stock 6,955 0.00 605,401
2023-05-02 Sugranes Rosa Director A-Award A Common Stock 6,955 0.00 45,141
2023-05-02 Stewart Cecelia D. Director A-Award A Common Stock 6,955 0.00 65,651
2023-05-02 SHEA E STEWART III Director A-Award A Common Stock 6,955 0.00 111,055
2023-05-02 REED COLIN V Director A-Award A Common Stock 8,950 0.00 161,889
2023-05-02 PALMER VICKI R Director A-Award A Common Stock 6,955 0.00 93,650
2023-05-02 Maples Ricky E Director A-Award A Common Stock 13,226 0.00 84,388
2023-05-02 KEMP SR JAMES MICHAEL Director A-Award A Common Stock 6,955 0.00 39,641
2023-05-02 FENSTERMAKER WILLIAM H Director A-Award A Common Stock 6,955 0.00 243,362
2023-05-02 Davidson Wendy P Director A-Award A Common Stock 12,086 0.00 55,472
2023-05-02 Compton John C Director A-Award A Common Stock 6,955 0.00 130,369
2023-05-02 CASBON JOHN N Director A-Award A Common Stock 6,955 0.00 113,548
2023-05-02 BARTON HARRY V JR Director A-Award A Common Stock 12,086 0.00 167,426
2023-04-24 Springfield Susan L Officer A-Award A Common Stock 30,309 0.00 316,383
2023-04-24 POPWELL DAVID T Officer A-Award A Common Stock 53,271 0.00 598,047
2023-04-24 LoCascio Tammy Officer A-Award A Common Stock 18,369 0.00 206,984
2023-04-24 JORDAN D BRYAN Director / Officer A-Award A Common Stock 155,238 0.00 1,780,165
2023-04-24 Fleming Jeff L. Officer A-Award A Common Stock 11,809 0.00 122,168

Executive team

Top executives
EBIT / Employee
177.9K
Shares Outstanding
474.62M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2011 M.E. Kisber President-FTN Financial 600.0K 1.79M 1.06M 3.03M 171.1K 6.64M 42.79%
2 2011 C.G. Burkett President–Banking 742.7K 826.2K 626.1K 600.0K 3.25M 6.05M 24.02%
3 2011 D.B. Jordan President & CEO 800.0K 1.18M 1.02M 864.0K 233.6K 4.10M 53.74%
4 2011 C.T. Tuggle EVP & General Counsel 475.0K 943.1K 300.4K 300.0K 370.2K 2.39M 52.06%
5 2011 D.T. Popwell EVP–Regional Banking 438.5K 756.2K 218.4K 330.0K 133.3K 1.88M 51.94%
6 2011 W.C. Losch EVP & CFO 400.0K 873.4K 253.2K 252.0K 26.3K 1.80M 62.42%
7 2010 D.B. Jordan President & CEO 2.27M 1.13M 173.3K 3.57M 31.72%
8 2010 C.G. Burkett President–Banking 1.73M 866.4K 882.1K 3.48M 24.89%
9 2010 C.T. Tuggle EVP & General Counsel 950.0K 475.0K 271.9K 1.70M 27.99%
10 2010 W.C. Losch EVP & CFO 800.0K 400.0K 24.6K 1.22M 32.66%
11 2009 D.B. Jordan President & CEO 830.8K 3.79M 339.0K 141.5K 5.10M 74.28%
12 2009 C.G. Burkett President–Banking 756.0K 724.9K 246.8K 918.4K 2.65M 27.40%
13 2009 W.C. Losch EVP & CFO 400.0K 350.0K 533.9K 101.7K 39.7K 1.43M 37.46%
14 2009 C.T. Tuggle EVP & General Counsel 493.3K 498.6K 120.8K 208.5K 1.32M 37.74%
15 2006 Pres–Mortgage J.L. Hughes Financial (retired) 632.2K 445.7K 184.0K 3.37M 1.22M 5.85M 10.76%
16 2006 J.K. Glass Chr of Bd, Pres & CEO 939.7K 299.2K 986.1K 843.4K 3.07M 41.89%
17 2006 Pres–FTN L. Martin COO–First Tenn. 275.9K 351.8K 124.8K 2.04M 2.80M 17.04%
18 2006 C.G. Burkett 673.7K 98.4K 564.0K 476.6K 1.63M 6.04%
19 2006 G.L. Baker COO 698.2K 101.3K 162.2K 334.7K 1.30M 20.33%
20 2006 Pres—TN P.F. Makowiecki Banking 447.3K 149.8K 38.1K 55.9K 691.1K 27.18%
21 2006 M.L. Mosby EVP & CFO 338.5K 43.3K 67.9K 348.4K 12.44%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-16 DEFA14A
2026-03-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-07 10-Q

Executive team

NameTitleCompensationGender
D. Bryan Jordan Chairman, President & Chief Executive Officer 4M male
Tammy S. LoCascio Senior EVP & COO 2M female
Anthony J. Restel Senior Executive Vice President & Chief Banking Officer 2M male
Hope Dmuchowski Senior EVP & CFO 2M female
Mohan Sankararaman Executive Vice President & Chief Information Officer male
T. Lang Wiseman Senior Executive Vice President & General Counsel male
Tyler Craft Head of Investor Relations male
Elizabeth A. Ardoin Senior EVP & Chief of Communications Officer female
Erin Pryor Senior Executive Vice President and Chief Marketing & Experience Officer female
Jeff L. Fleming Executive Vice President, Chief Accounting Officer & Corporate Controller male
ESG Rating
B
BANKS - REGIONAL
Rank: 345 out of 431
2005
E (Environmental)
73.2 / 64.3
Company / Sector avg.
S (Social)
69.9 / 76.5
Company / Sector avg.
G (Governance)
62.5 / 75.5
Company / Sector avg.
ESG Total
68.5 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-05 2026-04-09 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-05-26 2023-06-26 Steve Cohen TN09 Purchase $15,001 - $50,000
2023-05-25 2023-06-06 Zoe Lofgren CA18 Spouse Sale $1,001 - $15,000
2022-12-12 2023-01-20 Christopher L. Jacobs NY27 Purchase $1,001 - $15,000
2022-07-27 2022-08-02 Steve Cohen TN09 Purchase $15,001 - $50,000
2022-07-18 2022-09-09 Christopher L. Jacobs NY27 Sale (Full) $1,001 - $15,000
2021-09-30 2021-10-07 Zoe Lofgren CA19 Spouse Purchase $1,001 - $15,000
2020-05-11 2020-06-18 Steve Cohen TN09 Self Sale (Full) $1,001 - $15,000
2020-05-07 2020-05-22 Steve Cohen TN09 Self Sale (Full) $1,001 - $15,000
2020-04-17 2020-05-22 Steve Cohen TN09 Self Sale (Full) $1,001 - $15,000
2020-03-26 2020-04-22 Steve Cohen TN09 Sale (Full) $1,001 - $15,000
2020-01-06 2020-02-25 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits