Truist Financial Corporation (TFC) Total Return:35.19%(TTM)
Over the latest trailing 12-month period, Truist Financial Corporation (TFC)'s total return cagr is +35.19%. The comparable SPY value is +24.27%. Year-to-date total return is +7.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TFC
$101,988
(10.2x return)
Invested on Jun 13, 1996
Growth of $10,000 in SPY (S&P 500)
$186,345
(18.6x return)
Invested on Jun 13, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+7.2%
1-Year Total Return
+35.2%
Current Dividend Yield
4.03%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +29.4% | +35.2% | +5.8% |
| 3 Years | +17.4% | +23.6% | +6.2% |
| 5 Years | (2.3%) | +2.5% | +4.8% |
| 10 Years | +3.7% | +8.0% | +4.3% |
| 15 Years | +4.7% | +8.6% | +3.9% |
| 20 Years | +1.0% | +5.0% | +4.0% |
About Truist Financial Corporation
Truist Financial Corporation operates as a diversified financial holding company, providing an extensive array of banking and trust services throughout the Southeastern and Mid-Atlantic regions of the United States. Its business activities are structured across three main segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. The corporation offers a broad spectrum of deposit products, including both interest-bearing and noninterest-bearing checking accounts, savings accounts, money market deposit accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs). Beyond deposit services, Truist delivers a comprehensive suite of financial solutions. These include various lending options such as automobile, bankcard, consumer, home equity, mortgage, small business, and student loans, alongside specialized commercial financing for areas like floor plan, real estate, and mortgage warehousing, as well as lease and supply chain financing. The company also provides extensive wealth management and investment services, encompassing asset management, investment brokerage, private banking, capital markets, institutional trust, and private equity investment solutions. Further offerings include corporate and investment banking, securities underwriting, and advisory services. Additionally, Truist offers a wide range of insurance products, covering property and casualty, life, health, employee benefits, workers' compensation, professional liability, surety, and title insurance. Digital banking platforms (mobile and online), payment processing, international banking, merchant services, and treasury management are also integral parts of its service portfolio. Headquartered in Charlotte, North Carolina, Truist Financial Corporation was founded in 1872. As of December 31, 2021, the company maintained a substantial presence with 2,517 banking offices. The organization officially adopted its current name, Truist Financial Corporation, in December 2019, having previously operated as BB&T Corporation.
- Sector
- Financial Services
- Industry
- Banks - Regional
- CEO
- William Henry Rogers Jr.