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Reinvesting into higher-yielding commercial lending could unlock 150 basis points of return improvement, reshaping how the bank deploys capital.

Truist Securities analyst John McDonald maintains First Horizon (NYSE:FHN) with a Hold and raises the price target from $25 to $26.

First Horizon has delivered a very strong share price gain over the past few years, yet its latest mortgage portfolio shake up and net loss raise a fresh question about whether the current valuation is supported by the returns it earns on its capital. With the stock now resetting after recent weakness, investors are asking how well the business is using each dollar of equity to justify where the price sits today. Over the past 3 years, First Horizon has returned about 138.9%, which puts real...

First Horizon stock barely budged after its Q3 2026 report, ticking up just 0.1% to about US$22.89, even though the last three months have taken the share price down more than 11%. The market shrugged. The quarter did not. The bank swung to a Q3 loss of about US$94 million on US$432 million of revenue as it took a deliberate hit tied to a roughly US$4.5b residential mortgage sale that management says is about reshaping the balance sheet, not about credit stress. If you only watch the next few...
First Horizon's (FHN) restructuring of $4.5 billion in residential loans in Q3 is expected to streng

Raymond James analyst Daniel Tamayo maintains First Horizon (NYSE:FHN) with a Outperform and lowers the price target from $28 to $27.

JP Morgan analyst Anthony Elian maintains First Horizon (NYSE:FHN) with a Neutral and lowers the price target from $27 to $26.

Regional banking company First Horizon (NYSE:FHN) missed Wall Street’s revenue expectations in Q3 2026, with sales falling 1.1% year on year to $883 million. Its non-GAAP profit of $0.53 per share was in line with analysts’ consensus estimates.

First Horizon Corporation (NYSE:FHN) reported third-quarter 2026 adjusted earnings slightly above analysts’ expectations, although revenue fell short of forecasts and the bank recorded a net loss attributable to common shareholders following the reclassification of approximately $4. 5 billion in consumer mortgages.

Regional banking company First Horizon (NYSE:FHN) fell short of the market’s revenue expectations in Q3 2026, with sales falling 1.1% year on year to $883 million. Its non-GAAP profit of $0.53 per share was in line with analysts’ consensus estimates.
First Horizon Corporation is rated a Hold as balance sheet repositioning and higher deposit costs weigh on near-term upside. Read more on FHN stock here.

First Horizon (FHN) delivered earnings and revenue surprises of 0.00% and -1.04%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at First Horizon (NYSE:FHN) and the best and worst performers in the regional banks industry.

Truist Securities analyst John McDonald maintains First Horizon (NYSE:FHN) with a Hold and lowers the price target from $27 to $25.

First Horizon (FHN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

First Horizon receives a Hold rating, as current valuation offers only a modest 7.3% annualized return. Read more on FHN stock here.


