State Commercial Banks · SIC 6022

FIRST CITIZENS BANCSHARES INC /DE/

FCNCP

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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

+0.5% / yr 13.3 pts / yr vs S&P 500 2.5% total
Compare:

Live market

delayed ≤15 min
$20.48
0.59%
Market cap
$201.0M
Enterprise value
$201.0M
P/E (trailing)
0.1×
Forward P/E
P/B
Dividend yield
6.6%
52-wk high
$22.93
52-wk low
$19.97
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, offering commercial and consumer lending, equipment leasing, deposits, and wealth management across the Southeast, Mid-Atlantic, Midwest, and West. It earns most of its money from net interest income on its $149 billion loan and lease book, supplemented by operating lease rental income and deposit and wealth fees. After absorbing Silicon Valley Bank's assets, the bank now manages a $236 billion balance sheet and is aggressively returning capital, repurchasing $908 million of Class A shares this quarter while issuing Series E preferred stock.

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

Key risks

AI
  • HTM securities carry $1.18B unrealized loss: $9.54B book value vs $8.36B fair value, plus AOCI swung to -$72M from +$83M.
  • Net interest margin compression: NII fell to $1,621M from $1,663M YoY as deposit/borrowing costs outpace asset yields despite loan growth.
  • Aggressive capital return amid weakening earnings quality: $908M Class A buyback in Q1 2026 alongside $390M Series E preferred issuance increased leverage.

Generated from FCNCP'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 FCNCP in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns FCNCP

Institutional value

$43.2K

Total shares held

2.0K

Distinct holders

2

+0 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
1Kohmann Bosshard Financial Services, LLC1.0K$21.6K+0 (+0.0%)No change
2THOMPSON INVESTMENT MANAGEMENT, INC.1.0K$21.6K+0 (+0.0%)No change

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 compression drove net interest income down $42M YoY despite loan growth—what's the exit-quarter NIM trajectory and deposit beta assumption?

  2. 2

    HTM securities show $1.18B unrealized loss (fair value $8.36B vs $9.54B carrying)—any scenario forcing reclassification or impacting capital?

  3. 3

    You repurchased $908M of Class A stock while issuing $390M Series E preferred—why lever the capital stack now versus building CET1?

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