Dec 31, 2025 • MarketBeat
BULLISH
Sterling Investment Management LLC Makes New $923,000 Investment in Truist Financial Corporation $TFC
Sterling Investment Management LLC initiated a new position in Truist Financial Corporation (NYSE:TFC) by acquiring 20,188 shares valued at approximately $923,000 during the third quarter. This investment comes as Truist's board authorized a $10 billion share buyback, reflecting management's belief that the stock is undervalued, and the company recently declared a quarterly dividend of $0.52 (4.2% yield) after beating EPS estimates. Other institutional investors also adjusted their holdings in Truist, indicating broader interest in the financial institution.
Dec 31, 2025 • Finviz
NEUTRAL
Truist Maintains Hold Recommendation on KeyCorp (KEY)
Truist analyst Brian Foran assigned a Hold recommendation on KeyCorp (KEY) and boosted its target price from $19 to $22. This comes as KeyCorp CEO Chris Gorman announced the bank is not seeking acquisitions but will focus on share repurchases, aligning with activist investor recommendations. The company believes its stock is undervalued and will use capital to buy back shares.
Dec 31, 2025 • Insider Monkey
NEUTRAL
Morgan Stanley Analyst Assigns Hold Rating to Truist Financial (TFC)
Morgan Stanley analyst Betsy Graseck assigned a "Hold" rating to Truist Financial (NYSE:TFC) with a $56 price target on December 19, 2025. This follows Truist Financial's announcement of a new share buyback plan for up to $10 billion and the introduction of new electronic direct deposit switching features for clients. The average price target for TFC suggests a 1% upside, though the Street high indicates a 19% upside.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Cwm LLC Grows Position in Truist Financial Corporation $TFC
Cwm LLC significantly increased its stake in Truist Financial Corporation (NYSE:TFC) by 102.8% during the third quarter, bringing its total ownership to 154,659 shares valued at $7,071,000. Other institutional investors also adjusted their positions, and analysts have issued a consensus "Hold" rating with an average price target of $49.93 for the stock. Company Director K. David Jr. Boyer recently sold 5,160 shares, reducing his direct ownership by 33.70%.
Dec 31, 2025 • MarketBeat
NEUTRAL
JPMorgan Chase & Co. (NYSE:JPM) Given Consensus Rating of "Hold" by Brokerages
JPMorgan Chase & Co. (NYSE:JPM) has received a consensus "Hold" rating from 27 brokerages, with an average 12-month price target of $329.19. The company recently beat quarterly earnings and revenue estimates, and announced a quarterly dividend of $1.50. The stock is trading near its 12-month high with significant institutional ownership, while an insider sold a small number of shares.
Dec 31, 2025 • Insider Monkey
NEUTRAL
10 New Stocks in David Tepper’s Portfolio
This article details KeyCorp (NYSE:KEY) as one of the new stocks in David Tepper’s Appaloosa Management portfolio, highlighting his $37.75 million stake as of Q3 2025. It covers analyst recommendations and KeyCorp CEO Chris Gorman's focus on share repurchases over acquisitions, aligning with activist investor advice. The bank's strategy is to buy back its "undervalued" stock.