State Commercial Banks · SIC 6022

FIRST CITIZENS BANCSHARES INC /DE/

FCNCB

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Latest revenue

$2.31B

as of 2026-03-31

Latest net income

$534.0M

as of 2026-03-31

Net margin

23.1%

as of 2026-03-31

Price · 5Y

+17.3% / yr 3.5 pts / yr vs S&P 500 121.2% total
Compare:

Live market

delayed ≤15 min
$1628.98
1.32%
Market cap
$15.99B
Enterprise value
$15.99B
P/E (trailing)
7.2×
Forward P/E
P/B
Dividend yield
0.5%
52-wk high
$1839.99
52-wk low
$1439.75
Beta
Shares out
9.8M

5-year trend

What this company does

AI

First Citizens BancShares is a Raleigh-based bank holding company that operates First-Citizens Bank & Trust, serving commercial and consumer customers across the Southeast, Mid-Atlantic, Midwest, and West. It earns most of its money from net interest income on $149 billion in loans and leases, supplemented by equipment leasing rentals, wealth management, and factoring fees. After absorbing Silicon Valley Bank's assets, the company now runs a $236 billion balance sheet and is aggressively repurchasing Class A shares, buying back $908 million in the quarter while issuing new Series E preferred stock.

Generated from FCNCB's filing dated 2026-02-24

Key risks

AI
  • Unrealized securities losses: HTM portfolio fair value $8.36B vs $9.54B carrying (-$1.18B); AOCI swung to -$72M from +$83M.
  • Net interest income declined to $1.62B from $1.66B YoY as deposit costs pressure margins despite 5.7% deposit growth in quarter.
  • Aggressive buybacks reducing capital: $908M Class A repurchased in Q1 2026 (449,845 shares), shrinking share count while preferred stock grew to $1.77B.

Generated from FCNCB's filing dated 2026-02-24

Profitability

Net margin

15.2%

18.0%

Return on equity

9.9%

20.6%

Return on assets

1.0%

22.6%

Leverage

Debt / equity

9.33×

2.9%

Long-term debt / equity

1.62×

2.9%

Debt / assets

90.3%

0.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.31B+0.7%$534.0M+10.6%23.1%

Q4 2025

2025-12-31

$8.73B-9.6%$580.0M-17.1%6.6%

Q3 2025

2025-09-30

$1.97B+21.3%$568.0M-11.1%28.9%

Q2 2025

2025-06-30

$1.51B+20.8%$575.0M-18.7%38.1%

Q1 2025

2025-03-31

$2.30B-6.0%$483.0M-33.9%21.0%

Q4 2024

2024-12-31

$9.65B$700.0M7.3%

Q3 2024

2024-09-30

$1.62B+290.4%$639.0M-15.0%39.4%

Q2 2024

2024-06-30

$1.25B+434.6%$707.0M+3.7%56.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

State Commercial Banks · SIC 6022

No data yet for industry average

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Insider activity

No insider transactions on file for FCNCB in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns FCNCB

Institutional value

$1.1M

Total shares held

699

Distinct holders

4

-1 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Tradewinds, LLC.550$897.7K+50 (+10.0%)Added
2Diversified Trust Co131$216.2K-55 (-29.6%)Trimmed
3Byrne Asset Management LLC8$13.2K+0 (+0.0%)No change
4OGOREK ANTHONY JOSEPH /NY/ /ADV10$15+5 (+100.0%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    NII fell to $1.62B from $1.66B despite loan growth to $148.7B—when does deposit cost repricing actually inflect, and what's your exit NIM?

  2. 2

    You repurchased $908M of stock above $2,000/share while issuing $390M Series E preferred—explain the capital arbitrage and why this isn't return-dilutive.

  3. 3

    HTM securities show $1.18B unrealized loss ($9.54B book vs $8.36B fair) and AOCI swung $155M negative—what's the AFS duration risk if rates rise 100bps?

Refreshed when FCNCB files a new report · last from 2026-02-24