First Horizon National Stock Discussion

Gerlinger sees profitability potential in the higher-for-longer environment and suggests it's a good time to buy bank stocks due to low valuations and exaggerated loss concerns. He anticipates positive earnings revisions for FHN and BPOP, as net interest margin trends pivot higher in 1Q results and future buybacks are factored into street modeling.

First Horizon's stable dividend payout is overshadowed by stagnant earnings per share growth. Despite a low payout ratio, the overall outlook is unconvincing, hinting at better investment opportunities elsewhere.

First Horizon's leadership praises Dietrich for his financial expertise, executive leadership, and understanding of a client-centric business model. His experience in leading transformational change in aviation is seen as invaluable.

Analysts hold positive opinions for ConocoPhillips, CooperCompanies, Expedia Group, First Horizon, and Block, expressing confidence in these companies' prospects and strong management. On the contrary, SolarEdge faces a bearish view due to demand and margin issues.

A few U.S. regional banks' shares surged on Thursday. Pimco's former CIO, Bill Gross, the "Bond King," recently said that he thinks "regional bank falling knife has hit bottom," suggesting that the price has finally bottomed out while deviating from his previous statement that he wanted to wait a little longer before purchasing.
In the latest tweet on X, the co-founder and former chief investment officer of Pacific Investment Mana...

Carboni's election is viewed as crucial in leading critical tech and process investment within First Horizon. Her expertise in financial services, public company experience, and digital tech adds value as the firm morphs to compete in an evolving environment.