First Citizens Bancshares Stock Performance
| FCNCA Stock | USD 1,892 9.06 0.48% |
The firm shows a Beta (market volatility) of 1.22, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, First Citizens will likely underperform. At this point, First Citizens BancShares has a negative expected return of -0.18%. Please make sure to confirm First Citizens' value at risk, accumulation distribution, day typical price, as well as the relationship between the skewness and rate of daily change , to decide if First Citizens BancShares performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days First Citizens BancShares has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest abnormal performance, the Stock's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return 1.73 | Five Day Return 0.0654 | Year To Date Return (10.43) | Ten Year Return 642.8 | All Time Return 5.3 K |
Forward Dividend Yield 0.0041 | Payout Ratio | Forward Dividend Rate 7.8 | Dividend Date 2025-03-17 | Ex Dividend Date 2025-02-28 |
1 | First Citizens BancShares Surpasses Q4 Earnings and Revenue Estimates | 01/24/2025 |
2 | First Citizens BancShares Full Year 2024 Earnings EPS Beats Expectations | 01/27/2025 |
3 | Acquisition by Frank Holding of 31241 shares of First Citizens subject to Rule 16b-3 | 02/11/2025 |
4 | Systematic Financial Management LP Acquires Additional Shares in MasterCraft Boat Holdings Inc | 02/14/2025 |
5 | Acquisition by Frank Holding of tradable shares of First Citizens subject to Rule 16b-3 | 02/21/2025 |
6 | Disposition of 484 shares by Alemany Ellen R of First Citizens at 1750.1178 subject to Rule 16b-3 | 02/27/2025 |
7 | Silicon Valley Banks former parent can pursue 1.93 billion FDIC lawsuit | 02/28/2025 |
8 | Amalgamated Bank Cuts Position in First Citizens BancShares, Inc. | 03/04/2025 |
9 | Acquisition by Craig Nix of tradable shares of First Citizens at 1881.13 subject to Rule 16b-3 | 03/07/2025 |
10 | Acquisition by Frank Holding of tradable shares of First Citizens at 1520.0 subject to Rule 16b-3 | 03/10/2025 |
11 | Acquisition by Frank Holding of 236 shares of First Citizens at 1499.99 subject to Rule 16b-3 | 03/12/2025 |
12 | Expedia Group Rose on Better-Than-Expected Bookings Growth | 03/13/2025 |
| First Citizens dividend paid on 17th of March 2025 | 03/17/2025 |
13 | Acquisition by Brice Carson H of tradable shares of First Citizens at 10.0 subject to Rule 16b-3 | 03/18/2025 |
14 | First Citizens BancShares, Inc. is Riposte Capital LLCs 8th Largest Position | 03/24/2025 |
| Begin Period Cash Flow | 908 M |
First |
First Citizens Relative Risk vs. Return Landscape
If you would invest 215,108 in First Citizens BancShares on December 25, 2024 and sell it today you would lose (24,444) from holding First Citizens BancShares or give up 11.36% of portfolio value over 90 days. First Citizens BancShares is currently producing negative expected returns and takes up 1.8681% volatility of returns over 90 trading days. Put another way, 16% of traded stocks are less volatile than First, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
First Citizens Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Citizens' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as First Citizens BancShares, and traders can use it to determine the average amount a First Citizens' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0982
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FCNCA |
Estimated Market Risk
| 1.87 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average First Citizens is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Citizens by adding First Citizens to a well-diversified portfolio.
First Citizens Fundamentals Growth
First Stock prices reflect investors' perceptions of the future prospects and financial health of First Citizens, and First Citizens fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0127 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.38 % | ||||
| Current Valuation | 42.5 B | ||||
| Shares Outstanding | 12.53 M | ||||
| Price To Earning | 14.34 X | ||||
| Price To Book | 1.17 X | ||||
| Price To Sales | 2.71 X | ||||
| Revenue | 12.35 B | ||||
| Gross Profit | 9.33 B | ||||
| EBITDA | 1.05 B | ||||
| Net Income | 2.78 B | ||||
| Cash And Equivalents | 7.14 B | ||||
| Cash Per Share | 446.11 X | ||||
| Total Debt | 367 M | ||||
| Debt To Equity | 9.96 % | ||||
| Book Value Per Share | 1,556 X | ||||
| Cash Flow From Operations | 2.99 B | ||||
| Earnings Per Share | 189.45 X | ||||
| Market Capitalization | 25.24 B | ||||
| Total Asset | 223.72 B | ||||
| Retained Earnings | 19.36 B | ||||
About First Citizens Performance
By analyzing First Citizens' fundamental ratios, stakeholders can gain valuable insights into First Citizens' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if First Citizens has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Citizens has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.5 K | -1.6 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.09 |
Things to note about First Citizens BancShares performance evaluation
Checking the ongoing alerts about First Citizens for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for First Citizens BancShares help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Citizens generated a negative expected return over the last 90 days | |
| About 69.0% of the company shares are owned by institutional investors | |
| On 17th of March 2025 First Citizens paid $ 1.95 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: First Citizens BancShares, Inc. is Riposte Capital LLCs 8th Largest Position |
- Analyzing First Citizens' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Citizens' stock is overvalued or undervalued compared to its peers.
- Examining First Citizens' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Citizens' management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Citizens' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of First Citizens' stock. These opinions can provide insight into First Citizens' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for First Stock analysis
When running First Citizens' price analysis, check to measure First Citizens' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy First Citizens is operating at the current time. Most of First Citizens' value examination focuses on studying past and present price action to predict the probability of First Citizens' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move First Citizens' price. Additionally, you may evaluate how the addition of First Citizens to your portfolios can decrease your overall portfolio volatility.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |