Texas Capital Bancshares reported a strong Q2 2026 with net income available to common stockholders of $80.6 million and diluted EPS of $1.83, up about 10% year over year, while adjusted diluted EPS rose 15% to $1.88 and beat analyst estimates. Total revenue reached $335.5 million, up 9.1% from the prior year, driven by record fee income and a 39% jump in non-interest income to $75.1 million, including investment banking and other fee-based businesses. Net interest income increased to $260.4 million and the net interest margin stood at 3.28%, reflecting higher earning assets and funding costs; management projects Q3 NII around $265 million to $270 million with a modest margin step-down to the low- to mid-3.20% range due to asset mix. The company highlighted robust capital and efficiency, notable share repurchases of about $24 million, and a disciplined reserve posture alongside some pressure from criticized loans and CRE exposures. Texas Capital also announced a quarterly dividend of $0.3594 per share, reflecting ongoing capital return to shareholders. Overall, management cited strong balance sheet growth and expanding fee-driven revenue as key drivers of the quarter’s outperformance, while noting continued competitive pressures in C&I and CRE lending.