Truist
Upgrade grade
B
Downgrade grade
B
Truist Securities emerged as a major player in investment banking and equity research following the 2019 merger of BB&T and SunTrust Banks, creating one of the largest financial institutions in the United States with significant research capabilities. The combined firm brought together decades of banking expertise, with roots tracing back to the 1870s, positioning Truist as a heavyweight in institutional advisory and capital markets. With approximately 8,290 analyst ratings calls covering US equities in our database, Truist maintains broad sector coverage while building particular depth in financial services, real estate, healthcare, and consumer discretionary industries. The firm has developed a reputation for pragmatic, fundamentals-driven research and a notably collaborative culture where analysts work closely with investment banking teams, enabling them to provide clients with integrated perspectives on market opportunities and risks across traditional and emerging sectors.
Upgrades
244
78.28% win rate
· avg +2.92% D1
Downgrades
269
73.98% win rate
· avg -5.63% D1
Avg Gap — Upgrades
+2.72%
open vs prev close
Avg Gap — Downgrades
-5.47%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Consumer Cyclical | 76.19% (42) | +1.88% | 69.57% (46) | -6.61% |
| Real Estate | 58.54% (41) | +0.52% | 71.43% (35) | -0.74% |
| Healthcare | 81.48% (27) | +6.02% | 75.00% (40) | -9.50% |
| Industrials | 92.11% (38) | +3.44% | 79.31% (29) | -4.02% |
| Energy | 76.00% (25) | +1.54% | 58.82% (34) | -0.83% |
| Technology | 71.43% (21) | +3.25% | 77.78% (27) | -12.42% |
| Consumer Defensive | 84.21% (19) | +3.26% | 80.95% (21) | -3.43% |
| Financial Services | 72.73% (11) | +1.69% | 85.00% (20) | -4.74% |
| Communication Services | 100.00% (11) | +8.94% | 81.82% (11) | -12.68% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 83.3% | 48 | 52.7% | 55 |
| 2025 | 73.0% | 37 | 84.2% | 38 |
| 2024 | 81.6% | 38 | 83.1% | 59 |
| 2023 | 92.1% | 38 | 59.5% | 42 |
| 2022 | 78.1% | 32 | 77.0% | 61 |
| 2021 | 69.8% | 53 | 93.1% | 29 |
| 2020 | 83.3% | 18 | — | — |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Oct 2, 2026 | SPG | Simon Property Group, Inc. | Real Estate | Reiterates | Hold | $215 | +0.1% | +0.1% |
| Oct 2, 2026 | REG | Regency Centers Corporation | Real Estate | Reiterates | Buy | $84 | +0.3% | -0.3% |
| Oct 2, 2026 | PSA | Public Storage | Real Estate | Reiterates | Buy | $317 | +0.4% | -0.1% |
| Oct 2, 2026 | NTST | NETSTREIT Corp. | Real Estate | Reiterates | Buy | $21 | +0.4% | +0.7% |
| Oct 2, 2026 | MAC | The Macerich Company | Real Estate | Reiterates | Buy | $26 | +1.5% | +2.3% |
| Oct 2, 2026 | KIM | Kimco Realty Corporation | Real Estate | Reiterates | Hold | $24 | +0.5% | +0.1% |
| Oct 2, 2026 | IVT | InvenTrust Properties Corp. | Real Estate | Reiterates | Hold | $32 | -0.1% | +0.1% |
| Oct 2, 2026 | FRT | Federal Realty Investment Trust | Real Estate | Reiterates | Hold | $116 | -0.9% | -1.2% |
| Oct 2, 2026 | EPRT | Essential Properties Realty Trust, Inc. | Real Estate | Reiterates | Buy | $31 | +0.5% | +1.2% |
| Oct 2, 2026 | CURB | Curbline Properties Corp. | Real Estate | Reiterates | Buy | $33 | +2.0% | +1.1% |
| Oct 2, 2026 | CUBE | CubeSmart | Real Estate | Reiterates | Buy | $41 | +0.7% | -0.0% |
| Oct 2, 2026 | BRX | Brixmor Property Group Inc. | Real Estate | Reiterates | Buy | $31 | -0.3% | -0.7% |
| Oct 2, 2026 | ADC | Agree Realty Corporation | Real Estate | Reiterates | Buy | $75 | +0.3% | +1.3% |
| Oct 2, 2026 | AKR | Acadia Realty Trust | Real Estate | Reiterates | Buy | $22 | +0.7% | -0.3% |
| Oct 2, 2026 | O | Realty Income Corporation | Real Estate | Initiates | Hold | $60 | +0.6% | +1.1% |
| Oct 2, 2026 | NNN | NNN REIT, Inc. | Real Estate | Initiates | Hold | $45 | +0.7% | +1.9% |
| Oct 2, 2026 | SMA | Smartstop Self Storage REIT Inc | Real Estate | Downgrade | Buy → Hold | $33 | -0.7% | +0.8% |
| Oct 2, 2026 | EXR | Extra Space Storage Inc. | Real Estate | Upgrade | Hold → Buy | $147 | +0.9% | +0.1% |
| Oct 2, 2026 | BNL | Broadstone Net Lease, Inc. | Real Estate | Upgrade | Hold → Buy | $21 | +0.9% | +1.7% |
| Sep 25, 2026 | FFBC | First Financial Bancorp. | Financial Services | Upgrade | Hold → Buy | $37 | +1.9% | +2.7% |
| Sep 25, 2026 | CDNL | Cardinal Infrastructure Group Inc. Class A Common Stock | Industrials | Initiates | Buy | $40 | +1.4% | +1.7% |
| Sep 24, 2026 | MMED | MiniMed Group, Inc. Common Stock | Healthcare | Initiates | Buy | $29 | +0.7% | -0.5% |
| Sep 23, 2026 | AXSM | Axsome Therapeutics, Inc. | Healthcare | Reiterates | Buy | $285 | +0.4% | -4.8% |
| Sep 17, 2026 | WES | Western Midstream Partners, LP | Energy | Initiates | Buy | $55 | -0.4% | +0.6% |
| Sep 17, 2026 | CRGY | Crescent Energy Company | Energy | Initiates | Buy | $19 | +0.1% | -2.0% |