Every material Form 8-K Texas Capital Bancshares filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Texas Capital Bancshares reported third quarter 2026 net income available to common stockholders of $99.4 million, or $2.28 per diluted share, up from $80.6 million, or $1.83 per share, in the second quarter but down from $100.9 million in the third quarter of 2025. Net interest income reached a record-level $275.0 million, and the board authorized a new share repurchase program of up to $200.0 million through October 31, 2027, which replaces the remaining authorization under the December 12, 2025 program. Criticized loans rose to $782.4 million at September 30, 2026, from $529.7 million a year earlier.
Net income available to common stockholders was $99.4 million, or $2.28 per diluted share, versus $80.6 million, or $1.83, in the second quarter of 2026 and $100.9 million, or $2.18, in the third quarter of 2025.
Net interest income was $275.0 million, and net interest margin was 3.44%, up 16 basis points from the second quarter of 2026.
Provision for credit losses was $17.0 million, with $14.5 million in net charge-offs; criticized loans totaled $782.4 million at September 30, 2026.
A new share repurchase program of up to $200.0 million was effective October 20, 2026, through October 31, 2027; the company repurchased $103.0 million of its stock in the third quarter.
Texas Capital Bancshares and Chief Risk Officer David Oman mutually agreed that he will leave the role effective September 16, 2026. The company said the departure is not tied to any disputes, financial condition, internal controls, or enterprise risk management matters.
David Oman departs as Chief Risk Officer effective September 16, 2026
David Youngberg, Chief Credit Officer, takes on Chief Risk Officer duties in addition to his current role
The company has started an internal and external search for a successor, and Youngberg is a candidate
Texas Capital Bancshares said it will transfer the listing of its common stock and Series B preferred stock from Nasdaq to the Texas Stock Exchange, with trading on the new exchange starting October 8, 2026. The filing says no action is required from stockholders, and the common stock will change its ticker from TCBI to TXCP on November 9, 2026.
Nasdaq listing and trading expected to end at market close on October 7, 2026
TXSE trading expected to begin at market open on October 8, 2026, with tickers TCBI and TCBI PRB
Ticker changes to TXCP and TXCP PRB expected on November 9, 2026
Filing states no action is required by stockholders in connection with the transfer
Texas Capital Bancshares reported second quarter 2026 net income available to common stockholders of $80.6 million, or $1.83 per diluted share, up from $73.0 million, or $1.58 per diluted share, a year earlier. Total revenue rose to $335.5 million, and the company declared a $0.20 per common share dividend payable September 15, 2026.
Net income available to common stockholders was $80.6 million, up 10% from $73.0 million a year earlier; diluted EPS was $1.83 versus $1.58.
Non-interest income rose to $75.1 million from $54.1 million a year earlier, and the company described fee income as record-level, up 29% year over year.
Provision for credit losses was $18.0 million, compared with $15.0 million a year earlier; net charge-offs were $16.1 million.
Common dividend of $0.20 per share is payable September 15, 2026, to holders of record at the close of business on September 1, 2026.
Texas Capital Bancshares reported first quarter 2026 net income available to common stockholders of $69.5 million, or $1.56 per diluted share, up from $42.7 million a year earlier but down from $96.3 million in the fourth quarter of 2025. The company also initiated its first quarterly common stock dividend of $0.20 per share, while shareholders did not approve a proposal to move the company from Delaware to Texas.
Q1 2026 net income available to common stockholders was $69.5 million ($1.56 per diluted share), versus $96.3 million ($2.12) in Q4 2025 and $42.7 million ($0.92) in Q1 2025.
Quarterly common stock dividend of $0.20 per share initiated, payable June 15, 2026, to holders of record on June 1, 2026.
Provision for credit losses was $16.0 million; non-accrual loans held for investment rose to $144.9 million from $116.9 million at December 31, 2025.
At the April 21, 2026 annual meeting, the Delaware-to-Texas redomestication and the stockholder proposal threshold increase were not approved; John Cummings was named Chief Operating Officer effective April 16, 2026.
Texas Capital Bancshares reported fourth quarter 2025 net income available to common stockholders of $96.3 million, or $2.12 per diluted share, up from $66.7 million, or $1.43, a year earlier but down from $100.9 million, or $2.18, in the third quarter. Full-year 2025 net income available to common stockholders was $313.0 million, or $6.79 per diluted share, compared with $60.3 million, or $1.28, in 2024. The company also disclosed a new share repurchase program of up to $200.0 million through December 31, 2026.
Q4 2025 net income available to common stockholders was $96.3 million, or $2.12 per diluted share, versus $66.7 million, or $1.43, in Q4 2024 and $100.9 million, or $2.18, in Q3 2025.
Q4 2025 total revenue was $327.5 million, up from $283.7 million in Q4 2024 and down from $340.4 million in Q3 2025.
Board authorized a repurchase program of up to $200.0 million effective December 12, 2025, ending the remaining authorization under the January 22, 2025 program.
In Q4 2025 the company repurchased 1,445,212 shares for $126.6 million, at a weighted average price of $86.76 per share.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Texas Capital Bancshares filing is on SEC EDGAR ↗. 8-K briefs of other companies →