From Sea to Shining Sea: Where a Flurry of Red Victories Leaves the Bank M&A and Capital Pipelines
Join us for this can’t miss episode of Travillian Next with Scott Studwell, Stephens’ Head of U.S. Depositories and Co-Head of Equity Capital Markets, and Frank Sorrentino, Managing Director, Investment…
Read more
NEXT Forum: Running with the High Rollers: Investment Session
The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ. Day of Education – Session #3 Running with the High…
Read more
Bankers And Investors Are at Odds, But Can They Both Be Right?
We’ve noticed a recurring theme in meetings between bank stock investors and bank management teams over the past several months. In recent months, commentary from regional and community bank management…
Read more
Tangible Book Value Hits Are an Underappreciated Headwind to Bank Stock Performance, but Are We Approaching an Inflection Point?
Trends in tangible book value growth over time are a staple of bank stock valuation analysis “…we believe tangible book value per share is a good measure of the value…
Read more
In a Turbulent Market, Are Tech-Forward Bank Stocks Performing as Expected?
The link between stock performance and a hybrid business model Since the conception of the Travillian Tech-Forward Bank Index last year, we’ve characterized these companies as standing at the forefront…
Read more
The Boomerang Effect: Bank Outperformance Isn’t Just About Higher Margins When Rates Rise / Written by Sam Haskell
We will begin with a picture: The Fed Funds rate has been zero for two years, and prior to that about 8 years. In this rising rate backdrop there are…
Read more
Investigate Your Investors: How Investor Relations Can Help Drive Long-Term Value / Written by Diane Fitzgibbons
Investor relations (“IR”) is the process of communicating with the financial industry, including investors, analysts, traders, portfolio managers and media. IR is the discipline designed to establish and maintain strong corporate…
Read more
Russell Reconstitution Update: Need to Knows – Volatility, Programmatic Selling & the M&A Effect
This has been a unique year in many ways, and that certainly applies to the upcoming reconstitution of the Russell U.S. Indexes. As we’ve discussed at length in prior updates,…
Read more
An Encouraging Set-Up Heading Into Quarter-End, But What Does That Mean For Bank Stocks?
There are several reasons for optimism. The fundamental set-up heading into 1Q bank earnings season is generally pretty encouraging, for a number of reasons. First, we think banks will report…
Read more
Are Tech/Fintech-Focused Investors Bidding Up “Tech-Forward” Bank Stocks?
On the one hand, pure technology and fintech-oriented stocks have been weak so far year-to-date… So far this year, and especially over the past month or so, it’s been interesting to…
Read more
Wall Street to Main Street: Community Banks Look to Investment Banks for Key Hires
The Travillian Group’s Brian Love and co-moderator Joe Fenech, content contributor, explore the increasingly prevalent trend of prominent career Wall Streeters migrating to community and regional banks in key senior executive…
Read more
More Banks Now Likely Ensnared in the Russell Web
A new development and heightened interest leads us back to the Russell topic this week. There were plans to focus on a new topic this week after highlighting what I’ll call…
Read more
The 2021 Russell Trade: A Challenge for Some, Opportunity for Others, and a Conundrum for Investors
Russell reconstitution this year could be more impactful, for a wider swath of companies, than in years past. The reconstitution of the Russell indexes takes place annually, at the midpoint…
Read more
Depository Investment Bankers Unplugged – Southwest Edition: Industry Consolidation, Disruption and the Outlook Heading into 2021
The Travillian Group hosted three top Southwestern-focused depository investment bankers. They discussed trends within the Southwest and the community banking landscape nationally. Our panelists covered topics including: M&A / Industry Consolidation, Capital…
Read more