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Upturn AI SWOT - About
TRMK 
Trustmark Corporation (TRMK)
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Upturn Advisory Summary
06/30/2025: TRMK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $41.5
1 Year Target Price $41.5
| 1 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.54% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.22B USD | Price to earnings Ratio 36.78 | 1Y Target Price 41.5 |
Price to earnings Ratio 36.78 | 1Y Target Price 41.5 | ||
Volume (30-day avg) 6 | Beta 0.64 | 52 Weeks Range 28.01 - 39.95 | Updated Date 06/29/2025 |
52 Weeks Range 28.01 - 39.95 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 2.61% | Basic EPS (TTM) 1 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 43.19% | Operating Margin (TTM) 34.51% |
Management Effectiveness
Return on Assets (TTM) 0.33% | Return on Equity (TTM) 3.28% |
Valuation
Trailing PE 36.78 | Forward PE - | Enterprise Value 2636727552 | Price to Sales(TTM) 4.09 |
Enterprise Value 2636727552 | Price to Sales(TTM) 4.09 | ||
Enterprise Value to Revenue 5.99 | Enterprise Value to EBITDA - | Shares Outstanding 60477600 | Shares Floating 59373866 |
Shares Outstanding 60477600 | Shares Floating 59373866 | ||
Percent Insiders 7.59 | Percent Institutions 74.88 |
Analyst Ratings
Rating 3 | Target Price 41.5 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Trustmark Corporation
Company Overview
History and Background
Trustmark Corporation was founded in 1889 as a small bank in Mississippi. Over the years, it has grown through acquisitions and organic expansion to become a regional financial services company operating primarily in the Southeastern United States.
Core Business Areas
- Banking: Provides a full range of commercial and retail banking services, including deposit accounts, loans, and other financial products.
- Wealth Management: Offers investment management, trust, and estate planning services to individuals and institutions.
- Insurance: Provides risk management and insurance products.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other executive officers. The organizational structure includes divisions for banking, wealth management, and insurance, each with its own management team.
Top Products and Market Share
Key Offerings
- Commercial Loans: Loans to businesses for various purposes, like working capital or expansion. Market share data is not publicly available at a granular level. Competitors include Regions Financial (RF), Cadence Bank (CADE), and Hancock Whitney (HWC).
- Residential Mortgages: Mortgage loans for home purchases. Market share data is not publicly available at a granular level. Competitors include Regions Financial (RF), Cadence Bank (CADE), and Hancock Whitney (HWC).
- Wealth Management Services: Investment advisory and asset management. Market share data is not publicly available at a granular level. Competitors include large national wealth management firms.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, economic fluctuations, and technological advancements.
Positioning
Trustmark Corporation is positioned as a regional bank offering a wide range of financial services. Its competitive advantages include its strong local presence, customer relationships, and diversified product offerings.
Total Addressable Market (TAM)
The TAM consists of banking, wealth management, and insurance services in the Southeastern US. Trustmark holds a small, but established market presence in this sector.
Upturn SWOT Analysis
Strengths
- Strong regional presence
- Diversified revenue streams
- Experienced management team
- Strong customer relationships
- Conservative credit culture
Weaknesses
- Limited geographic reach
- Smaller scale compared to national banks
- Dependence on regional economy
- Lower brand recognition compared to national players
Opportunities
- Expansion into new markets within the Southeast
- Increased adoption of digital banking services
- Acquisition of smaller banks
- Growing demand for wealth management services
Threats
- Increased competition from larger banks and fintech companies
- Economic downturn
- Rising interest rates
- Regulatory changes
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- RF
- CADE
- HWC
Competitive Landscape
Trustmark competes with larger national banks and smaller regional banks. Its advantages include its strong local presence and customer relationships. Its disadvantages include its smaller scale and limited geographic reach.
Major Acquisitions
NB Bancorporation
- Year: 2007
- Acquisition Price (USD millions): 115
- Strategic Rationale: Expansion into the Florida market and increased market share.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven by both organic expansion and acquisitions.
Future Projections: Analyst estimates suggest continued moderate growth, with revenue growth in the low single digits.
Recent Initiatives: Recent initiatives include investments in digital banking, expansion into new markets, and cost-cutting measures.
Summary
Trustmark is a stable regional bank with a strong presence in the Southeast. Its diversified revenue streams and conservative credit culture are strengths. Limited geographic reach and competition from larger banks are key challenges. Future growth will depend on its ability to expand into new markets and adopt digital technologies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports (FactSet, S&P Capital IQ)
- FDIC Data
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Trustmark Corporation
Exchange NASDAQ | Headquaters Jackson, MS, United States | ||
IPO Launch date 1987-10-20 | President, CEO & Director Mr. Duane Arthur Dewey CFP, M.A. | ||
Sector Financial Services | Industry Banks - Regional | Full time employees 2506 | Website https://www.trustmark.com |
Full time employees 2506 | Website https://www.trustmark.com | ||
Trustmark Corporation operates as the bank holding company for Trustmark National Bank that provides banking and other financial solutions to individuals and corporate institutions in the United States. It operates in two segments, General Banking and Wealth Management. The company offers checking, savings and money market accounts, and certificates of deposit, as well as certificates of deposit and individual retirement accounts; and treasury management services. It also provides loans comprising financing for commercial and industrial projects, income producing commercial real estate, owner-occupied real estate, and construction and land development; and installment and real estate loans and lines of credit. In addition, the company offers mortgage banking services, including construction financing, production of conventional and government-insured mortgages, and secondary marketing and mortgage servicing; wealth management and trust services, such as administration of personal trusts and estates; management of investment accounts for individuals, employee benefit plans, and charitable foundations; and institutional custody for large governmental entities and foundations, financial and estate planning, and retirement plan services; and provides an intermediary vehicle for the provision of loans or investments in low-income communities. Trustmark Corporation was founded in 1889 and is headquartered in Jackson, Mississippi.
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