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Truist Beats Q1 Estimates on Fee Surge, Narrows 2026 Revenue Outlook

A surge in fee income led management to tighten its 2026 revenue target.

Truist Financial logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration

Overview

  • Truist, which reported results Friday, posted earnings of $1.09 per share on $5.19 billion in revenue, topping Wall Street forecasts.
  • Investment‑banking and trading income jumped 36.3%, lifting non‑interest revenue to $1.55 billion as client activity picked up.
  • Net interest income rose 2.5% to $3.64 billion, while average loans and deposits each grew 0.7% on strength in commercial lending.
  • The company returned $1.8 billion to shareholders through dividends and buybacks, including $1.1 billion of repurchases.
  • Management narrowed full‑year revenue guidance to $21.32 billion, and the stock moved higher after the report.