FCNCO: Outperform rating, 24.51% upside

FCNCO: Outperform rating, 24.51% upside

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Publisher:Sajad Hayati

Key Takeaways

  • Keefe, Bruyette & Woods maintained an Outperform rating on First Citizens BancShares, Inc. – Preferred Stock (NasdaqGS:FCNCO) on October 24, 2025.
  • The average one-year price target is $28.20, suggesting a potential upside of 24.51% from the latest closing price.
  • The projected annual non-GAAP EPS is $174.69.
  • Institutional ownership remains unchanged, with a slight increase in average portfolio weight dedicated to FCNCO among reporting funds.
  • Several large ETFs, including iShares Preferred and Income Securities ETF and Invesco Preferred ETF, have reduced their holdings, while Global X U.S. Preferred ETF increased its position.

Analyst Maintainance and Price Outlook

Keefe, Bruyette & Woods reaffirmed their Outperform recommendation for First Citizens BancShares, Inc. – Preferred Stock (NasdaqGS:FCNCO) on October 24, 2025. This analyst rating suggests a positive outlook on the company’s preferred stock.

Analyst Price Forecast Suggests 24.51% Upside

As of September 30, 2025, the consensus one-year price target for First Citizens BancShares, Inc. – Preferred Stock stands at $28.20 per share. This forecast is based on estimates ranging from a low of $24.93 to a high of $32.87. The average price target signifies a potential upside of 24.51% when compared to the stock’s most recent closing price of $22.65 per share.

💡 Investors interested in companies with significant potential price target upside can consult a leaderboard of such stocks.

⚡ The anticipated annual non-GAAP Earnings Per Share (EPS) is projected at $174.69.

Fund Sentiment Analysis

📊 As of the latest reporting period, seven funds or institutions hold positions in First Citizens BancShares, Inc. – Preferred Stock. This number has remained consistent over the preceding quarter. The average portfolio allocation to FCNCO across all reporting funds is 0.24%, marking an increase of 1.91%. In the last three months, the total number of shares owned by these institutions saw a decrease of 1.22%, totaling 1,167,000 shares.

Key Institutional Shareholder Actions

📍 PFF – iShares Preferred and Income Securities ETF reported holding 633,000 shares, a decrease of 8.89% from its previous filing of 689,000 shares. Over the last quarter, the ETF reduced its allocation to FCNCO by 1.03%.

📍 PGX – Invesco Preferred ETF currently holds 294,000 shares. In its prior filing, the firm reported owning 308,000 shares, a reduction of 4.79%. The ETF also decreased its portfolio allocation in FCNCO by 1.63% during the previous quarter.

📍 PFFD – Global X U.S. Preferred ETF has increased its holdings to 204,000 shares. Previously, the firm held 147,000 shares, an increase of 27.69%. Consequently, the ETF boosted its portfolio allocation in FCNCO by 34.26% in the last quarter.

📍 AAIIX – Ancora Income Fund Class I holds 18,000 shares, with no change reported in the last quarter.

📍 Calamos Long reported holding 8,000 shares, also showing no change from the previous quarter.

Expert Summary

Keefe, Bruyette & Woods has reiterated an Outperform rating for First Citizens BancShares, Inc. – Preferred Stock, supported by a price target indicating significant potential upside. While institutional ownership levels are stable, recent trading activity among major ETF holders shows varied adjustments to their FCNCO positions.

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