January 16, 2026
Finance

First Horizon Sees Upward Revisions in Analyst Price Targets After Exceeding Q4 Earnings Expectations

Robust fourth-quarter financial results prompt several analysts to increase their valuations of First Horizon Corp

Loading...
Loading quote...

Summary

First Horizon Corporation delivered stronger-than-anticipated earnings for the fourth quarter, surpassing both earnings per share and revenue forecasts. In response, leading equity analysts adjusted their price targets upward, reflecting confidence in the company’s ongoing performance momentum. Despite the positive results, First Horizon’s stock experienced a minor decline following the earnings release.

Key Points

First Horizon outperformed earnings per share and revenue estimates in the fourth quarter, reporting $0.52 EPS and $888 million in sales.
CEO Bryan Jordan attributed strong earnings growth to the consistent execution of the company’s strategy throughout 2025.
Following the earnings release, analysts from Keefe, Bruyette & Woods, Stephens & Co., TD Cowen, and DA Davidson raised their price targets on First Horizon while maintaining their respective ratings.
Despite the positive earnings report and analyst price target increases, First Horizon’s stock price experienced a slight decline in trading after the announcement.

First Horizon Corporation (NYSE:FHN) announced its financial results for the fourth quarter, reporting earnings and revenue figures that outperformed Wall Street estimates. The company recorded earnings per share (EPS) of $0.52, exceeding the analyst consensus of $0.46. Additionally, the quarterly revenue reached $888 million, topping projections of approximately $859 million.

In a statement following the release, Bryan Jordan, who holds the roles of Chairman, President, and CEO, expressed satisfaction with the company’s performance. "We are pleased to report a strong fourth quarter performance to close out an outstanding 2025 for First Horizon," Jordan remarked. He highlighted that consistent implementation of the company’s strategic objectives across various departments has catalyzed substantial earnings growth throughout the year, culminating in the fourth-quarter EPS figure.

Despite these solid operational results, First Horizon’s shares declined by 1.1% on the trading day after the announcement, closing at $24.17. This movement suggests market participants may have anticipated even stronger guidance or had other considerations impacting their valuation assessments.

Analyst Revisions Post Earnings

In the wake of First Horizon’s quarterly disclosure, several analyst firms updated their price targets and ratings, reflecting nuanced market perceptions of the company’s outlook:

  • Keefe, Bruyette & Woods: Analyst Christopher McGratty maintained a Market Perform rating on First Horizon, increasing the price target from $24 to $25.
  • Stephens & Co.: Russell Gunther sustained an Overweight rating while raising the price target from $28 to $29.
  • TD Cowen: Janet Lee kept a Hold rating intact and elevated the price target from $26 to $27.
  • DA Davidson: Peter Winter retained a Neutral rating but augmented the price target from $25 to $27.

These adjustments reflect a general trend of growing optimism among market analysts, albeit with differing sentiment gradations ranging from Neutral to Overweight. The increases in price targets suggest the analysts anticipate continued solid financial performance and potentially positive catalysts ahead for First Horizon.

Market Metrics and Overview

As of the last trading session, First Horizon's stock price stood at $24.32, slightly down by 0.49%. Market analytics platforms provide comprehensive scoring on various aspects such as momentum, growth, quality, and price trends, offering investors multiple lenses through which to assess the stock’s potential. Such metrics can be influential in shaping investor decisions amid evolving market conditions.

It is important to interpret these earnings results and analyst adjustments within the broader market framework, considering that stock price reactions can be influenced by multiple factors beyond the immediate earnings figures.

Risks
  • The slight decrease in First Horizon’s stock price post-earnings suggests market expectations may not have been fully met, reflecting potential volatility or investor hesitation.
  • Maintaining strong execution will be necessary for First Horizon to sustain earnings growth amid varying market conditions and competitive pressures.
  • Analyst price targets vary in their rating designations from Neutral to Overweight, indicating differing views on the company’s future performance trajectory.
  • The upward revisions in price targets do not guarantee stock appreciation, given external economic or sector-specific uncertainties that might affect the banking industry.
Disclosure
Education only / not financial advice
Search Articles
Category
Finance

Financial News

Ticker Sentiment
FHN - neutral
Related Articles
Robinhood Reports Q4 Revenue Peak and Expands Market Contracts to 8.5 Billion

Robinhood Markets Inc. delivered a notable fourth-quarter performance with record revenue of $1.28 b...

Figma Shares Climb as Analysts Predict Software Sector Recovery

Figma Inc's stock experienced a notable uptick amid a broader rally in software equities. Analysts a...

SoFi Shares Slip Slightly Despite Strong Q4 Earnings and Bullish Outlook

SoFi Technologies Inc’s stock saw a minor decline Tuesday afternoon following a period of heighten...

Becton Dickinson Faces Market Headwinds Amid Transition and Revised Earnings Projections

Becton Dickinson & Co. posted first-quarter earnings above analyst expectations but trimmed its fisc...

Jumia Technologies Shares Decline Following Q4 Financial Results

Jumia Technologies AG experienced a notable decrease in its share price after announcing fourth-quar...

Fiserv Reports Mixed Q4 2025 Results; Shares Rise on Earnings Beat

Fiserv, Inc. released its fiscal fourth-quarter 2025 financial results showing flat adjusted revenue...