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RF-PF Stock Analysis 2026 - REGIONS FINANCIAL CORP AI Rating

RF-PF NYSE National Commercial Banks DE CIK: 0001281761
Recently Updated • Analysis: Apr 9, 2026 • SEC Data: 2025-12-31
HOLD
55% Conf
Pending
Analysis scheduled

📊 RF-PF Key Takeaways

Revenue: $7.1B
Net Margin: 30.5%
Free Cash Flow: $2.2B
Current Ratio: N/A
Debt/Equity: 0.22x
EPS: $2.30
AI Rating: HOLD with 55% confidence

Is RF-PF a Good Investment? Thesis Analysis

Claude

Regions Financial demonstrates strong revenue growth of 41.7% YoY and maintains a solid balance sheet with conservative leverage (0.22x Debt/Equity), but exhibits concerning operational weakness with operating income of only $53M on $7.1B revenue (0.7% margin) and zero interest coverage. The severe divergence between revenue growth and net income growth (4.6% YoY) signals deteriorating operational efficiency that warrants caution.

Why Buy RF-PF? Key Strengths

Claude
  • + Strong revenue growth of 41.7% year-over-year indicating market expansion
  • + Robust free cash flow generation at $2.2B with 30.8% FCF margin providing liquidity cushion
  • + Conservative leverage profile with 0.22x Debt/Equity and substantial asset base of $158.8B
  • + Healthy net profit margin of 30.5% and reasonable ROE of 11.3%

RF-PF Investment Risks to Consider

Claude
  • ! Critically weak operating income of $53M (0.7% margin) suggests fundamental operational inefficiency despite revenue scale
  • ! Interest coverage ratio of 0.0x indicates inability to cover interest expenses from operating income, signaling distress
  • ! Severe disconnect between revenue growth (41.7%) and net income growth (4.6%) reveals margin compression and deteriorating profitability quality
  • ! Moderate insider activity with 25 Form 4 filings in 90 days may indicate concern or volatility

Key Metrics to Watch

Claude
  • * Operating income and operating margin trends to assess whether weak operational performance is temporary or structural
  • * Interest coverage ratio improvement as critical indicator of debt service sustainability
  • * Net income growth trajectory relative to revenue growth to determine if margin compression continues

RF-PF Financial Metrics

Revenue
$7.1B
Net Income
$2.2B
EPS (Diluted)
$2.30
Free Cash Flow
$2.2B
Total Assets
$158.8B
Cash Position
$10.9B

💡 AI Analyst Insight

The 30.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

RF-PF Profitability Ratios

Gross Margin N/A
Operating Margin 0.7%
Net Margin 30.5%
ROE 11.3%
ROA 1.4%
FCF Margin 30.8%

RF-PF vs Finance Sector

How REGIONS FINANCIAL CORP compares to Finance sector averages

Net Margin
RF-PF 30.5%
vs
Sector Avg 25.0%
RF-PF Sector
ROE
RF-PF 11.3%
vs
Sector Avg 12.0%
RF-PF Sector
Current Ratio
RF-PF 0.0x
vs
Sector Avg 1.2x
RF-PF Sector
Debt/Equity
RF-PF 0.2x
vs
Sector Avg 2.0x
RF-PF Sector

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

Is RF-PF Overvalued or Undervalued?

Based on fundamental analysis, REGIONS FINANCIAL CORP appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
11.3%
Sector avg: 12%
Net Profit Margin
30.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
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.

RF-PF Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.22x
Debt/Assets
88.0%
Interest Coverage
0.05x
Long-term Debt
$4.1B

RF-PF 5-Year Financial Trend & Growth Analysis

RF-PF 5-year financial data: Year 2018: Revenue $71.0M, Net Income N/A, EPS N/A. Year 2019: Revenue $79.0M, Net Income N/A, EPS N/A. Year 2020: Revenue $84.0M, Net Income N/A, EPS N/A. Year 2021: Revenue $104.0M, Net Income $1.6B, EPS $1.50.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: REGIONS FINANCIAL CORP's revenue has grown significantly by 46% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.11 reflects profitable operations.

RF-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
30.8%
Free cash flow / Revenue

RF-PF Capital Allocation

Operating Cash Flow
$2.2B
Cash generated from operations
Stock Buybacks
$1.1B
Shares repurchased (TTM)
Dividends Paid
$912.0M
Returned to shareholders

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

Access official SEC EDGAR filings for REGIONS FINANCIAL CORP (CIK: 0001281761)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 4 xslF345X06/wk-form4_1775599409.xml View →
Apr 7, 2026 4 xslF345X06/wk-form4_1775599402.xml View →
Apr 7, 2026 4 xslF345X06/wk-form4_1775599396.xml View →
Apr 7, 2026 4 xslF345X06/wk-form4_1775599388.xml View →
Apr 7, 2026 4 xslF345X06/wk-form4_1775599380.xml View →

Frequently Asked Questions about RF-PF

What is the AI rating for RF-PF?

REGIONS FINANCIAL CORP (RF-PF) has an AI rating of HOLD with 55% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RF-PF's key strengths?

Claude: Strong revenue growth of 41.7% year-over-year indicating market expansion. Robust free cash flow generation at $2.2B with 30.8% FCF margin providing liquidity cushion.

What are the risks of investing in RF-PF?

Claude: Critically weak operating income of $53M (0.7% margin) suggests fundamental operational inefficiency despite revenue scale. Interest coverage ratio of 0.0x indicates inability to cover interest expenses from operating income, signaling distress.

What is RF-PF's revenue and growth?

REGIONS FINANCIAL CORP reported revenue of $7.1B.

Does RF-PF pay dividends?

REGIONS FINANCIAL CORP pays dividends, with $912.0M distributed to shareholders in the trailing twelve months.

Where can I find RF-PF SEC filings?

Official SEC filings for REGIONS FINANCIAL CORP (CIK: 0001281761) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RF-PF's EPS?

REGIONS FINANCIAL CORP has a diluted EPS of $2.30.

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 RF-PF a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, REGIONS FINANCIAL CORP has a HOLD rating with 55% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RF-PF stock overvalued or undervalued?

Valuation metrics for RF-PF: ROE of 11.3% (sector avg: 12%), net margin of 30.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy RF-PF stock in 2026?

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

What is RF-PF's free cash flow?

REGIONS FINANCIAL CORP's operating cash flow is $2.2B, with capital expenditures of N/A. FCF margin is 30.8%.

How does RF-PF compare to other Finance stocks?

Vs Finance sector averages: Net margin 30.5% (avg: 25%), ROE 11.3% (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: Apr 9, 2026 | Data as of: 2025-12-31 | Powered by Claude AI