State Commercial Banks · SIC 6022

FIRST CITIZENS BANCSHARES INC /DE/

FCNCO

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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

+0.6% / yr 13.1 pts / yr vs S&P 500 2.7% total
Compare:

Live market

delayed ≤15 min
$21.22
0.28%
Market cap
$208.3M
Enterprise value
$208.3M
P/E (trailing)
0.1×
Forward P/E
P/B
Dividend yield
6.6%
52-wk high
$23.91
52-wk low
$20.89
Beta
Shares out
9.8M

5-year trend

What this company does

AI

First Citizens BancShares is a Delaware-based financial holding company operating First-Citizens Bank & Trust, a Raleigh-headquartered commercial and consumer bank with branches across the Southeast, Mid-Atlantic, Midwest, and West. It earns most of its income from interest on $149 billion of loans and leases, supplemented by operating lease rental income and wealth, deposit, and factoring fees. The bank is aggressively returning capital, repurchasing $908 million of Class A shares in the quarter while issuing Series E preferred stock, as net interest income softened slightly year-over-year to $1.62 billion.

Key risks

AI
  • Unrealized securities losses: HTM portfolio fair value $8.36B vs $9.54B carrying (~$1.18B gap); AOCI swung to -$72M from +$83M.
  • Net interest income declined to $1.62B from $1.66B YoY as deposit costs pressure margins despite 5% deposit growth to $170.8B.
  • Aggressive capital return: $908M Class A buybacks in Q1 2026 (vs $620M prior year) funded partly by $390M Series E preferred issuance.

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 FCNCO in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns FCNCO

Institutional value

$890.3K

Total shares held

39.7K

Distinct holders

1

As of

2024-12-31

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

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Cascades Capital Asset Management, LLC39.7K$890.3KNew

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

    NIM compressed as net interest income fell to $1.621B from $1.663B despite loan growth—what's your trough NIM assumption and timing?

  2. 2

    You transferred $666M of loans from held-for-investment to held-for-sale; which portfolios, what marks, and what does that signal about credit?

  3. 3

    Provision dropped to $72M from $154M while HFS jumped to $1.122B—are you under-reserving SVB-acquired or commercial real estate exposures?