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Companies / Financials / Triumph Financial, Inc.
TFIN

Triumph Financial, Inc.

FinancialsBanks & Brokers
Ticker TFINDALLAS, TXFiscal year ends DecemberBook value per share $39.93Diluted shares 24.1M

Triumph Financial, Inc. (NYSE: TBK) is a financial holding company headquartered in Dallas, Texas that provides a diversified suite of banking, factoring, payments, and intelligence services primarily focused on the for-hire trucking ecosystem in the United States. The company operates through four reportable… From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$439.00M
+5.6% year over year
Last 12 mo $455.41M
7.52%
+2.6 percentage points
Last 12 mo 10.76%
$25.36M
+57.6% year over year
Last 12 mo $38.65M
2.69%
+0.9 percentage points
Last 12 mo 4.01%
Cash & financing
$67.06M
+14.5% year over year
Last 12 mo $112.10M
$31.41M
−15.4% year over year
Last 12 mo $78.11M
5.67
Was 5.57× a year earlier
Last 12 mo 0.12
23.8M
+0.3% year over year
Last 12 mo 24.1M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Triumph Financial, Inc. does

In the company’s own words

Triumph Financial, Inc. (NYSE: TBK) is a financial holding company headquartered in Dallas, Texas that provides a diversified suite of banking, factoring, payments, and intelligence services primarily focused on the for-hire trucking ecosystem in the United States. The company operates through four reportable segments: Banking, which generated 57% of total segment revenue; Factoring, which contributed 31%; Payments, which accounted for 11%; and Intelligence, which represented 1% of revenue for the year ended December 31, 2025.

The Banking segment operates through TBK Bank, a wholly owned subsidiary with 63 deposit-taking branch offices concentrated in the front range of Colorado, the Quad Cities market in Iowa and Illinois, and Dallas, Texas. The bank offers traditional commercial and retail lending products including commercial real estate loans, construction loans, residential mortgages, agricultural loans, equipment financing, and asset-based lending. The Factoring segment purchases invoices from trucking companies at a discount to provide immediate working capital, with transportation factoring representing approximately 97% of the factoring portfolio. The company processed $11.699 billion in invoice purchases during 2025 and grew its net funds employed in factoring to $1.149 billion as of year-end 2025.

The Payments segment operates a network connecting brokers, shippers, factors, and carriers through invoice processing and settlement solutions. In 2025, the Payments segment processed 33.56 million invoices totaling $40.517 billion in payments. The segment also offers LoadPay, a digital banking product designed for trucking companies. The Intelligence segment, launched in the fourth quarter of 2024, provides data analytics and pricing solutions to the logistics industry following acquisitions of Isometric Technologies Inc. and Greenscreens AI Inc.

As of December 31, 2025, Triumph Financial maintained consolidated total assets of $6.381 billion, total loans held for investment of $4.991 billion, total deposits of $4.950 billion, and total stockholders' equity of $941.8 million. The company's integrated business model leverages proprietary technology, including artificial intelligence and machine learning capabilities deployed in its factoring operations, to serve a specialized market niche with higher yields and fee-based revenue streams.

Company details
Sector
Financials
Industry
Banks & Brokers
Headquarters
DALLAS, TX
Fiscal year end
December
CIK
1539638
SIC
6022

Financial performance, year by year

Fiscal 2014–2025 · USD
$-48.46M$96.91M$242.28M$387.65M$533.02M201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Triumph Financial, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

254
funds hold it
0 of 35
superinvestors hold it
$806.56M
held by funds, at market
45.8%
of shares held by funds

Largest fund holders · Triumph Financial, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.09%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.06%of fund net assets
THRIVENT SMALL CAP STOCK FUND
AASMX · Thrivent Mutual Funds
1.46%of fund net assets
Virtus KAR Small-Cap Growth Fund
PSGAX · Virtus Equity Trust
6.44%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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