TRUIST FINANCIAL CORP

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
ASSETS
Current assets:
Cash and Cash Equivalents, at Carrying Value $3.9b $2.7b $4.0b $19.1b $18.9b $20.3b
Property, Plant and Equipment, Net $2.1b $2.1b $2.1b $3.7b $3.9b $3.7b $3.6b $3.4b $3.2b $3.2b
CDI and other intangible assets $854.0m $711.0m $758.0m $3.1b $3.0b $3.4b $3.7b $3.2b $1.6b $1.3b
Goodwill $9.6b $9.6b $9.8b $24.2b $24.4b $26.1b $27.0b $20.9b $17.1b $17.1b
Operating Lease, Right-of-Use Asset $1.8b $1.3b $1.2b $1.1b $1.0b $1.0b
Other assets (including $1,725 and $1,271 at fair value, respectively) $14.0b $14.2b $13.9b $31.8b $30.7b $32.1b $35.1b $37.2b $37.1b $39.0b
Additional Financial Items
AFS securities at fair value $26.9b $24.5b $25.0b $74.7b $120.8b $153.1b $71.8b $67.4b $67.5b $65.0b
ALLL ($1.5b) ($1.5b) ($1.6b) ($1.5b) ($5.8b) ($4.4b) ($4.4b) ($4.8b) ($4.9b) ($5.0b)
AOCI, net of deferred income taxes ($1.1b) ($1.5b) ($1.7b) ($844.0m) $716.0m ($1.6b) ($13.6b) ($12.5b) ($8.2b) ($5.8b)
Cash and due from banks $1.9b $2.2b $2.8b $4.1b $5.0b $5.1b $5.4b $5.1b $5.8b $5.0b
Common shares authorized $2.0b $2.0b $2.0b $2.0b $2.0b $2.0b $2.0b $2.0b $2.0b $2.0b
Common shares outstanding 809.5m 782.0m 763.3m 1.3b 1.3b 1.3b 1.3b 1.3b 1.3b 1.3b
HTM securities (fair value of $39,130 and $40,286, respectively) $16.7b $23.0b $20.6b $0 $0 $1.5b $57.7b $54.1b $50.6b $47.2b
Interest-bearing deposits (including $639 and $192 at fair value, respectively) $109.5b $103.6b $108.2b $242.3b $253.4b $270.6b $277.8b $284.2b $283.1b $295.3b
Interest-bearing deposits with banks $1.9b $343.0m $984.0m $15.0b $13.8b $15.2b $16.0b $25.6b $34.0b $31.4b
LHFS (including $1,622 and $1,233 at fair value, respectively) $1.7b $1.1b $988.0m $8.4b $6.1b $4.8b $1.4b $1.3b $1.4b $1.9b
Loan servicing rights at fair value $1.1b $1.1b $1.1b $2.0b $2.6b $3.8b $3.4b $3.7b $4.0b
Loans and leases (including $11 and $13 at fair value, respectively) $143.3b $143.7b $149.0b $299.8b $299.7b $289.5b $312.1b $306.4b $328.6b
Loans and leases, net of ALLL $141.8b $142.2b $147.5b $298.3b $293.9b $285.1b $321.6b $307.3b $301.5b $323.6b
Noninterest-bearing deposits $50.7b $53.8b $53.0b $92.4b $127.6b $145.9b $135.7b $111.6b $107.5b $105.1b
Other liabilities (including $1,797 and $2,286 at fair value, respectively) $5.7b $6.0b $5.4b $12.2b $11.6b $14.3b $14.6b $16.5b $12.8b $12.1b
Preferred shares authorized $5.0m $5.0m $5.0m $5.0m $5.0m $5.0m $5.0m $5.0m $5.0m $5.0m
Preferred shares outstanding 126k 126k 126k 145k 280k 223k 223k 223k 216k 176k
Premises and equipment $2.1b $2.1b $2.1b $3.7b $3.9b $3.7b $3.6b $3.4b $3.2b $3.2b
Securities borrowed or purchased under agreements to resell $144.0m $143.0m $1.4b $1.7b $4.0b $3.2b $2.4b $2.5b $3.2b
Short-term borrowings (including $2,394 and $1,896 at fair value, respectively) $1.4b $4.9b $5.2b $18.2b $6.1b $5.3b $23.4b $24.8b $29.2b $27.8b
Trading assets at fair value $391.0m $5.7b $3.9b $4.4b $4.9b $4.3b $5.1b $5.8b
Total shareholders’ equity $29.9b $29.7b $70.9b $69.3b $60.5b $59.3b $63.7b $65.2b
Assets $219.3b $221.6b $225.7b $473.1b $509.2b $541.2b $555.3b $535.3b $531.2b $547.5b
Total assets $219.3b $221.6b $225.7b $473.1b $509.2b $541.2b $555.3b $535.3b $531.2b $547.5b
LIABILITIES AND EQUITY
Long-term Debt $22.0b $23.6b $23.7b $41.3b $39.6b $35.9b $43.2b $38.9b $35.0b $42.0b
Deferred Tax Liabilities, Net $152.0m $101.0m $1.0b $573.0m $230.0m
Liabilities $189.3b $191.9b $195.5b $406.5b $438.3b $472.0b $494.7b $476.1b $467.5b $482.3b
Total liabilities $189.3b $191.9b $195.5b $406.5b $438.3b $472.0b $494.7b $476.1b $467.5b $482.3b
Stockholders’ equity:
Accumulated Other Comprehensive Income (Loss), Net of Tax ($1.1b) ($1.5b) ($1.7b) ($844.0m) $716.0m ($1.6b) ($13.6b) ($12.5b) ($8.2b) ($5.8b)
Additional Paid in Capital $9.1b $7.9b $6.8b $35.6b $35.8b $34.6b $34.5b $36.2b $35.6b $33.7b
Common Stock, Value, Issued $4.0b $3.9b $3.8b $6.7b $6.7b $6.6b $6.6b $6.7b $6.6b $6.3b
Common stock, $5 par value $4.0b $3.9b $3.8b $6.7b $6.7b $6.6b $6.6b $6.7b $6.6b $6.3b
Preferred stock $3.1b $3.1b $3.1b $5.1b $8.0b $6.7b $6.7b $6.7b $5.9b $4.9b
Retained Earnings (Accumulated Deficit) $14.8b $16.3b $18.1b $19.8b $19.5b $23.0b $26.3b $22.1b $23.8b $26.1b
Stockholders' Equity Attributable to Parent $65.2b
Stockholders' Equity Attributable to Noncontrolling Interest $45.0m $47.0m $56.0m $174.0m $105.0m $0 $23.0m $152.0m $0
Liabilities and Equity $219.3b $221.6b $225.7b $473.1b $509.2b $541.2b $555.3b $535.3b $531.2b $547.5b
Total liabilities and shareholders’ equity $219.3b $221.6b $225.7b $473.1b $509.2b $541.2b $555.3b $535.3b $531.2b $547.5b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.