Action | 23 Jul 2026 05:00:00 ET │ 14 pages Texas Capital Bancshares, Inc. (TCBI.O) 2Q Review - PPNR Continues To Grind Higher CITI'S TAKE NII results this quarter were modestly softer than expected, however, a healthy fee income trend helped bridge the gap on net revenue vs cons modeling. The expectations for 3Q NIM to be a little softer is largely driven by the ballooning of average mortgage balances, but as it wanes in 4Q26, we expect a higher NIM to end 2026. We increased our TP to $107 (+$2), largely d ...