SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

Truist Financial

TFC
US · USRegulated by Federal ReserveLatest: 2026-Q1
26LOW

CET1 Ratio

11.93%+0.15pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$433.6B

-0.32% QoQ growth

Total Loan Book

$326.2B

+7.1% YoY growth

Leverage Ratio

9.89%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2026-Q1

Comm. Real Estate36.5%
Consumer17.4%
SME / C&I23.6%
Other22.5%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2026-Q1latest11.93%9.89%$433.6B$326.2B+7.1%-0.32%36.5%17.4%23.6%26
2025-Q411.78%9.83%$435.0B$325.3B+7.5%+1.36%36.8%17.8%23.5%
2025-Q311.91%9.80%$429.1B$320.5B+7.0%+0.70%37.2%17.9%23.1%
2025-Q211.91%9.81%$426.1B$314.9B+4.2%+3.04%37.4%17.6%23.9%
2025-Q112.31%9.94%$413.6B$304.7B+0.3%+1.42%38.0%17.4%23.8%
2024-Q412.61%10.13%$407.8B$302.7B-1.9%+0.89%38.6%17.3%23.2%
2024-Q313.05%10.55%$404.2B$299.4B-4.1%+0.51%38.5%18.1%25.1%
2024-Q213.11%10.31%$402.1B$302.3B-5.3%-2.42%38.8%17.6%25.8%
2024-Q111.74%9.41%$412.1B$303.6B-0.69%39.1%17.3%27.5%
2023-Q411.66%9.22%$414.9B$308.4B-1.29%38.7%17.5%27.7%
2023-Q311.62%9.28%$420.4B$312.3B-1.64%38.6%17.8%27.2%
2023-Q211.19%8.82%$427.4B$319.2B38.1%17.8%27.4%

Latest Earnings Signals

From 2026-04-17 SEC 8-K earnings release · composite 1/4

Neutral
CET1 pressure
RWA growth
Provisions rising
Capital optimisation

With continued execution against our strategic priorities, we are establishing a long-term ROTCE target of 16% to 18%. This reflects both the progress we've made thus far and our confidence in the durability and scalability of our strategy.

View source filing ↗

AI Investment Memo

Llama will analyze Truist Financial across 4 data dimensions and write a structured memo

Score: 26/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks

Score Breakdown

26/100 —LOW

Live score · base 24 pts +2 macro adj

Capital Pressure6.1/40

CET1 11.93% — below active SRT zone

+6

0.07pp headroom above 8% regulatory floor

+0.1

CET1 stable or improving (11.78% → 11.93%)

+0

Leverage ratio 9.89% — adequate headroom

+0
Loan Book Growth6/30

Loan book grew 7.1% YoY

+3

RWA grew -0.3% QoQ

+0

CRE: 36.45135681072084%, Lev.Loans: 0%, max(Consumer/SME): 23.607556330710544%

+3
Historical SRT0/25

No prior SRT deals on record

+0
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Large Bank

$500B–$1.25T total assets — active repeat issuers, genuine sourcing targets

+5
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood26/100