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FHN-PF Stock Analysis 2026 - FIRST HORIZON CORP AI Rating

FHN-PF NYSE National Commercial Banks TN CIK: 0000036966
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
BUY
72% Conf
Pending
Analysis scheduled

📊 FHN-PF Key Takeaways

Revenue: $3.4B
Net Margin: 28.7%
Free Cash Flow: $595.0M
Current Ratio: N/A
Debt/Equity: 0.36x
EPS: $1.87
AI Rating: BUY with 72% confidence

Is FHN-PF a Good Investment? Thesis Analysis

Claude

First Horizon demonstrates solid fundamental strength with robust revenue growth of 30.4% YoY, healthy profitability margins (28.7% net margin), and strong free cash flow generation of $595M. The company maintains conservative leverage (0.36x debt-to-equity) and generates operational cash flow significantly exceeding capital needs, though net income growth of only 2.7% suggests margin compression despite top-line expansion.

Why Buy FHN-PF? Key Strengths

Claude
  • + Strong revenue growth of 30.4% YoY indicating robust business expansion in banking sector
  • + Healthy profitability metrics with 28.7% net margin and 37.4% operating margin
  • + Excellent free cash flow generation at $595M with 17.4% FCF margin, supporting potential capital returns
  • + Conservative balance sheet with 0.36x debt-to-equity ratio and $1.6B cash position
  • + Strong absolute earnings of $982M with positive EPS growth of 37.5% YoY

FHN-PF Investment Risks to Consider

Claude
  • ! Significant slowdown in net income growth (2.7% YoY) despite 30.4% revenue growth indicates margin compression and rising cost pressures
  • ! Low return on assets (1.2%) and moderate ROE (11.1%) suggest sub-optimal capital efficiency for a commercial bank
  • ! Weak interest coverage ratio of 2.9x limits financial flexibility for additional leverage or economic downturns
  • ! High insider activity (18 Form 4 filings in 90 days) may signal uncertainty among management regarding valuation or strategy
  • ! Asset-heavy balance sheet ($83.9B in assets) with limited liquidity ratios available suggests potential interest rate sensitivity

Key Metrics to Watch

Claude
  • * Net income growth trajectory relative to revenue growth to assess margin stability and cost management
  • * Return on equity and return on assets improvements indicating capital deployment effectiveness
  • * Free cash flow sustainability and dividend/buyback allocation decisions
  • * Interest coverage ratio trend amid potential interest rate volatility
  • * Net interest margin (NIM) compression/expansion in the current rate environment

FHN-PF Financial Metrics

Revenue
$3.4B
Net Income
$982.0M
EPS (Diluted)
$1.87
Free Cash Flow
$595.0M
Total Assets
$83.9B
Cash Position
$1.6B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FHN-PF Profitability Ratios

Gross Margin N/A
Operating Margin 37.4%
Net Margin 28.7%
ROE 11.1%
ROA 1.2%
FCF Margin 17.4%

FHN-PF vs Finance Sector

How FIRST HORIZON CORP compares to Finance sector averages

Net Margin
FHN-PF 28.7%
vs
Sector Avg 25.0%
FHN-PF Sector
ROE
FHN-PF 11.1%
vs
Sector Avg 12.0%
FHN-PF Sector
Current Ratio
FHN-PF 0.0x
vs
Sector Avg 1.2x
FHN-PF Sector
Debt/Equity
FHN-PF 0.4x
vs
Sector Avg 2.0x
FHN-PF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is FHN-PF Overvalued or Undervalued?

Based on fundamental analysis, FIRST HORIZON CORP has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
11.1%
Sector avg: 12%
Net Profit Margin
28.7%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.36x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FHN-PF Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.36x
Debt/Assets
89.1%
Interest Coverage
2.86x
Long-term Debt
$3.2B

FHN-PF 5-Year Financial Trend & Growth Analysis

FHN-PF 5-year financial data: Year 2017: Revenue $1.3B, Net Income N/A, EPS N/A. Year 2018: Revenue $1.9B, Net Income N/A, EPS N/A. Year 2019: Revenue $1.9B, Net Income N/A, EPS N/A. Year 2024: Revenue $3.5B, Net Income $900.0M, EPS $1.53. Year 2025: Revenue $3.5B, Net Income $897.0M, EPS $1.54.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FIRST HORIZON CORP's revenue has grown significantly by 160% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.54 reflects profitable operations.

FHN-PF Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
17.4%
Free cash flow / Revenue

FHN-PF Quarterly Performance

Quarterly financial performance data for FIRST HORIZON CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2024 $9.0M $199.0M $0.34

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

FHN-PF Capital Allocation

Operating Cash Flow
$628.0M
Cash generated from operations
Stock Buybacks
$918.0M
Shares repurchased (TTM)
Capital Expenditures
$33.0M
Investment in assets
Dividends Paid
$314.0M
Returned to shareholders

FHN-PF SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FIRST HORIZON CORP (CIK: 0000036966)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 DEF 14A fhn-20260316.htm View →
Mar 12, 2026 8-K c115798_8k-ixbrl.htm View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →
Mar 3, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FHN-PF

What is the AI rating for FHN-PF?

FIRST HORIZON CORP (FHN-PF) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FHN-PF's key strengths?

Claude: Strong revenue growth of 30.4% YoY indicating robust business expansion in banking sector. Healthy profitability metrics with 28.7% net margin and 37.4% operating margin.

What are the risks of investing in FHN-PF?

Claude: Significant slowdown in net income growth (2.7% YoY) despite 30.4% revenue growth indicates margin compression and rising cost pressures. Low return on assets (1.2%) and moderate ROE (11.1%) suggest sub-optimal capital efficiency for a commercial bank.

What is FHN-PF's revenue and growth?

FIRST HORIZON CORP reported revenue of $3.4B.

Does FHN-PF pay dividends?

FIRST HORIZON CORP pays dividends, with $314.0M distributed to shareholders in the trailing twelve months.

Where can I find FHN-PF SEC filings?

Official SEC filings for FIRST HORIZON CORP (CIK: 0000036966) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FHN-PF's EPS?

FIRST HORIZON CORP has a diluted EPS of $1.87.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FHN-PF a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FIRST HORIZON CORP has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FHN-PF stock overvalued or undervalued?

Valuation metrics for FHN-PF: ROE of 11.1% (sector avg: 12%), net margin of 28.7% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy FHN-PF stock in 2026?

Our dual AI analysis gives FIRST HORIZON CORP a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FHN-PF's free cash flow?

FIRST HORIZON CORP's operating cash flow is $628.0M, with capital expenditures of $33.0M. FCF margin is 17.4%.

How does FHN-PF compare to other Finance stocks?

Vs Finance sector averages: Net margin 28.7% (avg: 25%), ROE 11.1% (avg: 12%), current ratio N/A (avg: 1.2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI