First Horizon Corporation (FHN)

First Horizon Corp. experienced several notable stock events in the past six months. The company reported Q4 2025 earnings with an EPS of $0.52, surpassing estimates, and quarterly revenue also exceeded expectations. First Horizon announced a quarterly dividend increase as of February 5, 2026. Q1 2025 results showed strong performance with net income available to common shareholders of $213 million, or $0.41 per share. As of August 25, 2025, FHN shares were up +36.20% over the last year. The stock price increased by 18.14% from February 4, 2025, to February 3, 2026. In August 2025, First Horizon delivered a Q2 EPS beat and initiated a $1 billion share buyback program. The company's one-year total shareholder return in 2024 was +47.66%.

Demand for First Horizon's products and services exhibits some seasonality. January and February typically see lower activity for loans to mortgage companies, impacting average balances. Extreme market volatility can act as a headwind for fixed income revenue. The proportion of revenue generated from fixed income and mortgage production influences year-over-year expense increases due to varying levels of variable compensation. The company's annualized revenue growth of 2.7% over the last two years was below its five-year trend, suggesting a slowdown in demand.

First Horizon Corporation, a bank holding company in the Financials sector, operates in the Regional Banks industry. It offers diverse financial services through its Regional Banking, Specialty Banking, and Corporate segments, including commercial, business, and consumer banking, private client and wealth management, and specialty banking services. Additional services include corporate and correspondent banking, transaction processing, credit card products, and the sale of mutual funds and retail insurance.

First Horizon Bank operates across 12 states in the southern U.S., with 416 banking center locations as of December 31, 2024. It is also the parent company of First Tennessee Bank, which has approximately 200 branches primarily located in Tennessee.

First Horizon has maintained a strong brand reputation, being recognized by Fortune and Forbes as one of the nation's best employers and listed among the Top 10 Most Reputable U.S. Banks. The company actively engages in community partnerships and sponsorships to enhance its brand visibility and customer engagement. In 2023, the company successfully navigated economic shifts and turbulence within the banking industry.

First Horizon Corporation has significant institutional ownership, with 990 institutional owners holding 82.13% of the company. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Bank of New York Mellon Corp, State Street Corp, Dimensional Fund Advisors Lp, iShares Core S&P Mid-Cap ETF (IJH), Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), UBS Asset Management Americas Inc, Fmr Llc, and Lsv Asset Management. Individual investors hold 1.24% of the company's shares.