Piper downgrades Texas Capital to Neutral on execution risk

Piper Sandler last night downgraded Texas Capital (TCBI) to Neutral from Overweight with a price target of $82, up from $77. The firm says execution risk seems to outweigh “any low-hanging fruit left in the share price recovery” at current valuation levels. While Texas Capital beat Q3 estimates on a core basis and directional trends sound positive, Piper needs “to see much more progress” before it gets on board with the 1.10% return on assets in the second half of 2025, the analyst tells investors in a research note.

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