Business First Bancshares Inc
BFSTFinancial·Banks - Regional·USA·Small·NASD·Nov 12 • 3:59 PM ET
Price
BFST against its 20, 50 and 200-day averages3.8% under the 52-week high of 33.69 on 5 Nov 2026. 52-week low 24.19 on 17 Nov 2025. Last 15 sessions, 10.4% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 55
CANSLIM 2 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Performance: Year +50%; Average Volume: Over 200K
VCP 6 of 6
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 3 of 5 — fails: Performance: Year +50%; Average Volume: Over 500K
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 0 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 1 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 2 of 4 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 2 of 4 — fails: Dividend Yield: Over 2%; Payout Ratio: Low (<20%)
Small Cap 2 of 4 — fails: Average Volume: Over 500K; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100%; Average Volume: Over 500K
Profile
BFSTBusiness First Bancshares, Inc. is a financial holding company, which engages in the provision of banking products and services through its subsidiary. It also offers commercial and personal banking, treasury management, and wealth solutions services. The company was founded on July 20, 2006 and is headquartered in Baton Rouge, LA.
| Index | RUT |
|---|---|
| Employees | 842 |
| IPO | Apr 11, 2018 |
| Beta | 0.73 |
| ATR, 14d | 0.74 |
| Rel volume | 0.00 |
| Short float | 3.57% |
| Insider own | 5.52% |
| Inst own | 58.54% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | $1.04B |
| Enterprise Value | - |
| Income | 89.25M |
| Sales | 546.37M |
| Book / share | 31.53 |
| Cash / share | - |
| Dividend Est. | 0.60 (1.87%) |
| Dividend TTM | 0.60 (1.85%) |
| Dividend Ex-Date | Nov 13, 2026 |
| Dividend Gr. 3/5Y | 5.90% 7.34% |
| Payout | 20.42% |
| Employees | 842 |
| IPO | Apr 11, 2018 |
Ratios
| Price / earnings | 11.61 |
|---|---|
| Forward price / earnings | 9.81 |
| Price / earnings / growth | 1.27 |
| Price / sales | 1.91 |
| Price / book | 1.03 |
| Price / cash | - |
| Price / free cash flow | 9.04 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.27 |
| Debt / equity | 0.51 |
| Long-term debt / equity | 0.30 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 2.79 |
|---|---|
| Earnings next year | 3.30 |
| Earnings next quarter | 0.80 |
| Earnings this year | 7.14% |
| Earnings next year | 8.97% |
| Earnings growth, 5 years | 7.75% |
| Past earnings growth | 6.37% 11.16% |
| Past sales growth | 24.62% 24.79% |
| Earnings vs last year | 7.94% |
| Sales vs last year | 7.18% |
| Earnings vs last quarter | -2.25% |
| Sales vs last quarter | 7.63% |
| Earnings | Oct 26 BMO |
| Surprise | 6.04% -0.08% |
Ownership
| Insiders own | 5.52% |
|---|---|
| Insider trades | -9.25% |
| Institutions own | 58.54% |
| Institution trades | 7.25% |
| Return on assets | 1.12% |
| Return on equity | 10.06% |
| Return on capital | 7.28% |
| Gross Margin | - |
| Operating margin | 22.45% |
| Profit Margin | 16.33% |
| 20-day average | 1.14% |
| 50-day average | 3.37% |
| 200-day average | 9.54% |
Technical
| Shares out | 32.24M |
|---|---|
| Shares floating | 30.46M |
| Short / float | 3.57% |
| Short ratio | 5.72 |
| Short interest | 1.09M |
| 52-week high | 33.69 -3.8% |
| 52-week low | 24.19 +34.0% |
| Volatility | 2.34% 2.30% |
| Average range | 0.74 |
| Strength index | 56.62 |
| Market sensitivity | 0.73 |
| Relative volume | 0.00 |
| Avg Volume | 190.19K |
| Volume | 0 |
Performance
| Perf Week | 0.40% |
|---|---|
| Perf Month | 5.43% |
| Perf Quarter | 0.90% |
| Perf Half Y | 19.42% |
| Perf YTD | 23.99% |
| Perf Year | 28.71% |
| Perf 3Y | 58.72% |
| Perf 5Y | 14.56% |
| Perf 10Y | - |
| Recommendation | 1.20 |
| Target Price | 37.05 |
| Prev Close | 32.41 |
| Price | 32.41 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 14| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Aug 27, 2026 | Reiterated | Hovde Group | Outperform | $36 → $37 | +14.2% |
| Jul 24, 2026 | Reiterated | Hovde Group | Outperform | $32.50 → $36 | +11.1% |
| Nov 25, 2025 | Resumed | DA Davidson | Buy | $32 | -1.3% |
| Jan 24, 2025 | Upgrade | Hovde Group | Market Perform → Outperform | $31.50 → $33 | +1.8% |
| Dec 19, 2024 | Upgrade | Raymond James | Mkt Perform → Outperform | $30 | -7.4% |
| Nov 13, 2024 | Downgrade | Hovde Group | Outperform → Market Perform | $30 → $31.50 | -2.8% |
| Jul 26, 2024 | Reiterated | Hovde Group | Outperform | $29 → $30 | -7.4% |
| Jan 05, 2024 | Downgrade | Raymond James | Outperform → Mkt Perform | ||
| Jul 28, 2023 | Upgrade | Raymond James | Mkt Perform → Outperform | $20 | -38.3% |
| Jan 05, 2023 | Downgrade | Raymond James | Outperform → Mkt Perform |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| OBK | Origin Bancorp Inc | 1.64B |
| HBCP | Home Bancorp Inc | 479.35M |
| ISTR | Investar Holding Corp | 386.55M |
| RRBI | Red River Bancshares Inc | 685.67M |
| HWC | Hancock Whitney Corp | 5.17B |
| SBSI | Southside Bancshares Inc | 1.04B |
| RNST | Renasant Corp | 3.58B |
| FGBI | First Guaranty Bancshares Inc | 214.97M |
| SPFI | South Plains Financial Inc | 807.39M |
| TCBI | Texas Capital Bancshares Inc | 4.24B |
Insider trading
latest 14 of 50| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Cummings George W. III | Director | Oct 29 '26 | Sale | 31.73 | 18,373 | 582,975 | 165,372 | Nov 02 04:05 PM |
| George W. Cummings | Director | Oct 29 '26 | Proposed Sale | 31.77 | 18,373 | 583,710 | Oct 29 04:37 PM | |
| Cummings George W. III | Director | Aug 24 '26 | Sale | 31.33 | 10,000 | 313,300 | 183,745 | Aug 25 04:14 PM |
| Cummings George W. III | Director | Aug 21 '26 | Sale | 31.27 | 4,200 | 131,334 | 193,745 | Aug 25 04:14 PM |
| George W. Cummings | Director | Aug 24 '26 | Proposed Sale | 31.30 | 2,435 | 76,216 | Aug 24 05:12 PM | |
| Cummings George W. III | Director | Aug 19 '26 | Sale | 31.80 | 3,235 | 102,873 | 197,945 | Aug 21 04:06 PM |
| Cummings George W. III | Director | Aug 18 '26 | Sale | 31.78 | 10,000 | 317,800 | 201,180 | Aug 19 04:35 PM |
| George W. Cummings | Director | Aug 18 '26 | Proposed Sale | 31.97 | 25,000 | 799,250 | Aug 18 05:45 PM | |
| Carter Donald Chad | EVP, Correspondent Banking | Aug 06 '26 | Sale | 31.64 | 1,875 | 59,325 | 12,642 | Aug 07 05:53 PM |
| Hall William G. | Director | Aug 05 '26 | Sale | 31.97 | 11,389 | 364,106 | 0 | Aug 07 04:06 PM |
| Strong Saundra | EVP & General Counsel | Aug 05 '26 | Sale | 31.98 | 1,000 | 31,980 | 4,878 | Aug 06 04:07 PM |
| Carter Donald Chad | Officer | Aug 06 '26 | Proposed Sale | 31.99 | 1,875 | 59,981 | Aug 06 12:50 PM | |
| Cummings George W. III | Director | Aug 03 '26 | Sale | 31.87 | 10,000 | 318,700 | 211,180 | Aug 05 04:09 PM |
| William G. Hall | Director | Aug 05 '26 | Proposed Sale | 32.07 | 11,389 | 365,245 | Aug 05 04:08 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 33.08B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.86B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.56B |
| KRE | State Street SPDR S&P Regional Banking ETF | AUM: 4.36B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.17B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.54B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.64B |
| SCHA | Schwab U.S. Small-Cap ETF | AUM: 22.44B |
News
latest 14 of 200- Business First Bancshares, Inc. Announces Stock Repurchase Program (GlobeNewswire)
- Business First Beats On Core Margin And Cost Saves As Q3 Delivers The Promised Inflection, But Credit Cleanup And Fees Lag (Earnings Whispers)
- Business First: Q3 Earnings Snapshot (Associated Press)
- Business First Bancshares, Inc. Announces Financial Results for Q3 2026 (GlobeNewswire)
- Business First Bancshares, Inc. Schedules Q3 2026 Earnings Release and Conference Call for Oct. 26 (GlobeNewswire)
- Business First Bancshares Inc (BFST) Q2 2026 Earnings Call Highlights: Strong Loan Production ... (GuruFocus.com)
- Business First: Q2 Earnings Snapshot (Associated Press)
- Business First Bancshares, Inc., Announces Financial Results for Q2 2026 (GlobeNewswire)
- Louisiana bank buys financial consulting firm (Banking Dive)
- Business First Bancshares, Inc. Acquires American Planning Corporation, Strengthening Community Bank Advisory Services Through Smith Shellnut Wilson (GlobeNewswire)
- Business First Bancshares, Inc. Schedules Q2 2026 Earnings Release and Conference Call for July 23 (GlobeNewswire)
- Business First Bancshares Inc (BFST) Q1 2026 Earnings Call Highlights: Strong Asset Growth ... (GuruFocus.com)
- Business First: Q1 Earnings Snapshot (Associated Press)
- Business First Bancshares, Inc., Announces Financial Results for Q1 2026 (GlobeNewswire)
Quarterly earnings
2026Q3 EPS 0.790 beat 0.745, from 0.720 a year earlier. Sales 93.18 missed 93.25, from 80.95 a year earlier
The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.
| Period | Reported | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | Surprise | Year-ago quarter | Analysts | Next session |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026Q3ended 2026-09-30 | 2026-10-26 08:30 | 0.790 | 0.745 | 0.710 | 93.18 | 93.25 | EPS +6.0% · sales -0.1% | vs 2025Q3, year-ago quarter · EPS +9.7% · sales +15.1% | 4 | Open -2.36% vs SPY +0.30%. Close +0.06% vs SPY +0.71% |
| 2026Q2ended 2026-06-30 | 2026-07-23 16:30 | 0.710 | 0.700 | 0.697 | 91.81 | 91.31 | EPS +1.4% · sales +0.6% | vs 2025Q2, year-ago quarter · EPS +7.6% · sales +12.7% | 5 EPS · 4 sales | Open +0.46% vs SPY +0.04%. Close +2.26% vs SPY +0.10% |
| 2026Q1ended 2026-03-31 | 2026-04-27 08:30 | 0.730 | 0.686 | 0.678 | 89.25 | 90.99 | EPS +6.4% · sales -1.9% | vs 2025Q1, year-ago quarter · EPS +12.3% · sales +12.7% | 5 EPS · 4 sales | Open -0.88% vs SPY -0.11%. Close -4.42% vs SPY +0.17% |
| 2025Q4ended 2025-12-31 | 2026-01-22 16:30 | 0.790 | 0.708 | 0.708 | 83.09 | 81.41 | EPS +11.6% · sales +2.1% | vs 2024Q4, year-ago quarter · EPS +19.7% · sales +7.1% | 5 EPS · 4 sales | Open +1.99% vs SPY -0.12%. Close -3.23% vs SPY +0.04% |
| 2025Q3ended 2025-09-30 | 2025-10-23 16:30 | 0.720 | 0.668 | 0.725 | 80.95 | 80.43 | EPS +7.9% · sales +0.6% | vs 2024Q3, year-ago quarter · EPS +5.9% · sales +21.0% | 4 | Open +2.69% vs SPY +0.70%. Close +6.88% vs SPY +0.82% |
| 2025Q2ended 2025-06-30 | 2025-07-28 08:30 | 0.660 | 0.642 | 0.701 | 81.46 | 78.94 | EPS +2.8% · sales +3.2% | vs 2024Q2, year-ago quarter · EPS +3.1% · sales +23.1% | 5 EPS · 4 sales | Open -0.39% vs SPY +0.06%. Close -2.40% vs SPY -0.03% |
| 2025Q1ended 2025-03-31 | 2025-04-24 16:30 | 0.650 | 0.606 | 0.650 | 79.21 | 77.54 | EPS +7.3% · sales +2.2% | vs 2024Q1, year-ago quarter · EPS +30.0% · sales +30.0% | 5 EPS · 4 sales | Open -5.75% vs SPY -0.01%. Close -3.85% vs SPY +0.72% |
| 2024Q4ended 2024-12-31 | 2025-01-23 16:30 | 0.660 | 0.486 | 0.513 | 77.59 | 74.75 | EPS +35.8% · sales +3.8% | vs 2023Q4, year-ago quarter · EPS 0.0% · sales +28.9% | 5 EPS · 4 sales | Open +3.58% vs SPY +0.01%. Close +8.84% vs SPY -0.29% |
| 2024Q3ended 2024-09-30 | 2024-10-24 16:30 | 0.680 | 0.566 | 0.648 | 66.89 | 65.33 | EPS +20.1% · sales +2.4% | vs 2023Q3, year-ago quarter · EPS -4.2% · sales +2.6% | 5 EPS · 4 sales | Open +3.59% vs SPY +0.39%. Close +3.71% vs SPY -0.03% |
| 2024Q2ended 2024-06-30 | 2024-07-25 16:30 | 0.640 | 0.514 | 0.624 | 66.19 | 62.80 | EPS +24.5% · sales +5.4% | vs 2023Q2, year-ago quarter · EPS -8.6% · sales +4.4% | 5 EPS · 4 sales | Open +0.87% vs SPY +0.72%. Close +3.97% vs SPY +1.12% |
| 2024Q1ended 2024-03-31 | 2024-04-25 16:30 | 0.500 | 0.570 | 0.481 | 60.92 | 62.23 | EPS -12.3% · sales -2.1% | vs 2023Q1, year-ago quarter · EPS -9.1% · sales +0.6% | 5 EPS · 4 sales | Open -1.19% vs SPY +0.57%. Close -5.10% vs SPY +0.95% |
| 2023Q4ended 2023-12-31 | 2024-01-23 16:30 | 0.660 | 0.600 | 0.571 | 60.17 | 62.46 | EPS +10.0% · sales -3.7% | vs 2022Q4, year-ago quarter · EPS 0.0% · sales -6.5% | 6 EPS · 5 sales | Open +2.26% vs SPY +0.61%. Close -1.58% vs SPY +0.11% |
| 2023Q3ended 2023-09-30 | 2023-10-26 16:30 | 0.710 | 0.607 | 0.755 | 65.18 | 62.71 | EPS +17.0% · sales +3.9% | vs 2022Q3, year-ago quarter · EPS -1.4% · sales +5.8% | 6 EPS · 5 sales | - |
| 2023Q2ended 2023-06-30 | 2023-07-27 16:30 | 0.700 | 0.517 | 0.726 | 63.40 | 59.64 | EPS +35.5% · sales +6.3% | vs 2022Q2, year-ago quarter · EPS +9.4% · sales +12.0% | 6 EPS · 5 sales | - |
| 2023Q1ended 2023-03-31 | 2023-04-27 16:30 | 0.550 | 0.523 | 0.542 | 60.55 | 60.71 | EPS +5.1% · sales -0.3% | vs 2022Q1, year-ago quarter · EPS +12.2% · sales +30.0% | 6 EPS · 5 sales | - |
| 2022Q4ended 2022-12-31 | 2023-01-25 16:30 | 0.660 | 0.603 | 0.671 | 64.34 | 61.67 | EPS +9.4% · sales +4.3% | vs 2021Q4, year-ago quarter · EPS +15.8% · sales +42.0% | 6 EPS · 5 sales | - |
Annual earnings
2025FY EPS 2.830 beat 2.744, from 2.490 a year earlier. Sales 324.71 beat 318.2, from 271.58 a year earlier
Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.
earnings feed, not the snapshot. Not the statement ratio.
| Period | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | P/E, earnings feed |
|---|---|---|---|---|---|---|
| 2028FYestimate | - | 3.540 | - | - | 412.63 | 9.16 |
| 2027FYestimate | - | 3.304 | - | - | 391.73 | 9.81 |
| 2026FYestimate | - | 3.032 | - | - | 367.48 | 10.69 |
| 2025FY | 2.830 | 2.744 | 2.790 | 324.71 | 318.2 | 9.24 |
| 2024FY | 2.490 | 2.298 | 2.257 | 271.58 | 268.07 | 10.32 |
| 2023FY | 2.620 | 2.538 | 2.595 | 251.77 | 249.53 | 9.41 |
| 2022FY | 2.520 | 2.450 | 2.319 | 228.89 | 225.38 | 8.79 |
| 2021FY | 2.610 | 2.478 | 2.527 | 189.67 | 185.89 | 10.85 |
| 2020FY | 2.050 | 1.830 | 1.644 | 149.21 | 140.23 | 9.93 |
| 2019FY | 1.800 | 1.828 | 1.739 | 90.91 | 90.84 | 13.85 |
| 2018FY | 1.450 | 1.368 | 1.220 | 70.01 | 69.59 | 16.71 |
| 2017FY | 0.670 | - | 0.606 | 49.97 | - | 48.37 |
Estimate revisions
Latest snapshot of each period and type. 2026FY E 3.03 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-10-27 | 3.03 | -0.1% |
| 2026Q4 | E | per share | 2026-10-27 | 0.80 | -0.1% |
| 2026FY | R | per share | 2026-10-27 | 2.88 | +0.0% |
| 2026Q4 | R | per share | 2026-10-27 | 0.80 | +0.1% |
| 2026Q4 | S | per share | 2026-10-26 | 94.81 | -0.9% |
| 2026FY | S | - | 2026-10-26 | 367.48 | -0.3% |
| 2026Q3 | E | per share | 2026-10-07 | 0.75 | 0.0% |
| 2026Q3 | R | per share | 2026-10-07 | 0.72 | 0.0% |
| 2026Q3 | S | per share | 2026-10-07 | 93.25 | 0.0% |
| 2026Q2 | E | per share | 2026-07-11 | 0.70 | 0.0% |
| 2026Q2 | R | per share | 2026-07-11 | 0.67 | 0.0% |
| 2026Q2 | S | per share | 2026-07-11 | 91.31 | 0.0% |
| 2026Q1 | E | per share | 2026-04-14 | 0.69 | -0.1% |
| 2026Q1 | R | per share | 2026-04-08 | 0.57 | 0.0% |
| 2026Q1 | S | per share | 2026-04-08 | 90.99 | 0.0% |
| 2025Q4 | E | per share | 2026-01-12 | 0.71 | +0.1% |
| 2025FY | E | per share | 2026-01-07 | 2.74 | 0.0% |
| 2025FY | R | per share | 2026-01-07 | 2.77 | 0.0% |
| 2025Q4 | R | per share | 2026-01-07 | 0.69 | 0.0% |
| 2025Q4 | S | per share | 2026-01-07 | 81.41 | 0.0% |
| 2025FY | S | - | 2026-01-06 | 318.2 | +0.0% |
| 2025Q3 | E | per share | 2025-10-15 | 0.67 | -0.7% |
| 2025Q3 | R | per share | 2025-10-11 | 0.65 | 0.0% |
| 2025Q3 | S | per share | 2025-10-11 | 80.43 | 0.0% |
| 2025Q2 | R | per share | 2025-07-11 | 0.62 | -0.3% |
| 2025Q2 | E | per share | 2025-07-09 | 0.64 | 0.0% |
| 2025Q2 | S | per share | 2025-07-09 | 78.94 | 0.0% |
| 2025Q1 | E | per share | 2025-04-09 | 0.61 | 0.0% |
| 2025Q1 | R | per share | 2025-04-09 | 0.58 | 0.0% |
| 2025Q1 | S | per share | 2025-04-09 | 77.54 | 0.0% |
| 2024FY | E | per share | 2025-01-08 | 2.30 | 0.0% |
| 2024Q4 | E | per share | 2025-01-08 | 0.49 | 0.0% |
| 2024FY | R | per share | 2025-01-08 | 1.92 | 0.0% |
| 2024Q4 | R | per share | 2025-01-08 | 0.19 | 0.0% |
| 2024Q4 | S | per share | 2025-01-08 | 74.75 | 0.0% |
| 2024FY | S | - | 2025-01-08 | 268.07 | 0.0% |
| 2024Q3 | R | per share | 2024-10-21 | 0.54 | 0.0% |
| 2024Q3 | E | per share | 2024-10-09 | 0.57 | +0.1% |
| 2024Q3 | S | per share | 2024-10-09 | 65.33 | 0.0% |
| 2024Q2 | E | per share | 2024-07-17 | 0.51 | 0.0% |
| 2024Q2 | R | per share | 2024-07-17 | 0.50 | 0.0% |
| 2024Q2 | S | per share | 2024-07-17 | 62.80 | 0.0% |
| 2024Q1 | E | per share | 2024-04-18 | 0.57 | 0.0% |
| 2024Q1 | R | per share | 2024-04-18 | 0.57 | 0.0% |
| 2024Q1 | S | per share | 2024-04-18 | 62.23 | -0.1% |
| 2023FY | E | per share | 2024-01-10 | 2.54 | 0.0% |
| 2023FY | R | per share | 2024-01-10 | 2.63 | 0.0% |
| 2023FY | S | - | 2023-12-21 | 249.53 | 0.0% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.606 | 1.22 | 1.739 | 1.644 | 2.527 | 2.319 | 2.595 | 2.257 | 2.791 | 2.7912 | - |
| Sales USD millions | 57 | 83 | 113 | 169 | 203 | 265 | 386 | 458 | 512 | 546 | - |
| Shares million shares | 10 | 13 | 13 | 21 | 20 | 25 | 25 | 30 | 30 | - | 30 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.648 | 0.513 | 0.65 | 0.701 | 0.725 | 0.708 | 0.678 | 0.697 | 0.709 |
| Sales USD millions | 113 | 128 | 126 | 126 | 130 | 131 | 136 | 139 | 140 |
| Shares million shares | 26 | 30 | 30 | 30 | 30 | 30 | 30 | 30 | 30 |
Income statement, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Interest Income | 493.44 | 465.01+12.1% | 414.76+17.4% | 353.33+49.6% | 236.11+38.5% | 170.44+13.8% | 149.75+44.7% | 103.47+35.8% | 76.19 |
| Total Interest Expense | 188.88 | 191.85+2.4% | 187.38+35.6% | 138.20+278.2% | 36.54+120.8% | 16.55-25.1% | 22.11-5.0% | 23.27+66.6% | 13.97 |
| Net Interest Income | 304.56 | 273.16+20.1% | 227.38+5.7% | 215.13+7.8% | 199.58+29.7% | 153.88+20.5% | 127.65+59.2% | 80.20+28.9% | 62.23 |
| Loan Loss Provision | 9.30 | 11.32+4.1% | 10.87+142.6% | 4.48-58.9% | 10.89+35.3% | 8.05-29.6% | 11.44+338.3% | 2.61+9.2% | 2.39 |
| Net Interest Income After Loan Loss Provision | 295.26 | 261.85+20.9% | 216.51+2.8% | 210.65+11.6% | 188.69+29.4% | 145.84+25.5% | 116.21+49.8% | 77.59+29.7% | 59.84 |
| Non-Interest Income | 52.93 | 47.49+10.4% | 43.00+33.1% | 32.31+12.7% | 28.68-11.9% | 32.56+66.1% | 19.60+109.6% | 9.35+31.3% | 7.12 |
| Non-Interest Expense | 225.54 | 200.88+13.9% | 176.42+12.8% | 156.47+8.2% | 144.60+15.6% | 125.06+32.2% | 94.61+62.8% | 58.12+23.1% | 47.22 |
| Operating Income | 122.65 | 108.45+30.5% | 83.09-3.9% | 86.49+18.9% | 72.77+36.4% | 53.34+29.5% | 41.20+43.0% | 28.82+46.1% | 19.73 |
| Unusual Expense | 3.79 | 1.56+25.8% | 1.24 | -1.22-125.4% | 4.81+825.0% | 0.52-91.8% | 6.38+1833.3% | 0.33-89.1% | 3.02 |
| Net Income Before Taxes | 118.15 | 110.31+32.8% | 83.05-8.3% | 90.59+32.1% | 68.59+6.2% | 64.56+75.5% | 36.78+23.2% | 29.85+71.8% | 17.37 |
| Income Taxes | 23.50 | 22.45+25.1% | 17.94-8.2% | 19.54+36.3% | 14.34+15.5% | 12.42+82.9% | 6.79+11.7% | 6.08+85.4% | 3.28 |
| Consolidated Net Income | 94.65 | 87.86+34.9% | 65.11-8.3% | 71.04+30.9% | 54.26+4.1% | 52.14+73.9% | 29.99+26.2% | 23.77+68.7% | 14.09 |
| Net Income From Continuing Operations | 94.65 | 87.86+34.9% | 65.11-8.3% | 71.04+30.9% | 54.26+4.1% | 52.14+73.9% | 29.99+26.2% | 23.77+68.7% | 14.09 |
| Net Income | 89.25 | 82.46+38.1% | 59.71-9.0% | 65.64+24.1% | 52.91+1.5% | 52.14+73.9% | 29.99+26.2% | 23.77+68.7% | 14.09 |
| EPS (Recurring) per share | 2.81 | 2.83+23.6% | 2.29-10.5% | 2.56+3.6% | 2.47-2.8% | 2.54+34.4% | 1.89+7.4% | 1.76+25.7% | 1.40 |
| EPS (Basic, Before Extraordinaries) per share | 2.81 | 2.81+23.8% | 2.27-13.4% | 2.62+12.0% | 2.34-7.9% | 2.54+53.9% | 1.65-7.8% | 1.79+40.9% | 1.27 |
| EPS (Diluted) per share | 2.79 | 2.79+23.5% | 2.26-12.7% | 2.59+11.6% | 2.32-8.3% | 2.53+54.3% | 1.64-5.7% | 1.74+42.6% | 1.22 |
| Non-Operating Income (Expense) | -0.71 | 3.43+188.2% | 1.19-58.7% | 2.88+357.1% | 0.63-80.4% | 3.22+64.3% | 1.96+44.1% | 1.36+106.1% | 0.66 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 3.70 | 3.16+33.3% | 2.37-25.0% | 3.16+8.2% | 2.92+39.7% | 2.09+16.8% | 1.79+123.7% | 0.800.0% | 0.80 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 11.61 | 11.61 | 11.06 | 9.15 | 9.98 | 11.22 | 12.87 | 14.34 | 19.81 |
| Price To Sales Ratio ratio | 1.80 | 1.51 | 1.49 | 1.62 | 1.91 | 2.88 | 2.19 | 3.02 | 3.36 |
| Operating Margin % | 22.45 | 21.16 | 18.15 | 22.43 | 27.48 | 26.28 | 24.33 | 25.55 | 23.69 |
| Net Margin % | 16.33 | 16.09 | 13.04 | 17.02 | 19.98 | 25.68 | 17.71 | 21.07 | 16.91 |
| Shares Outstanding million shares | 29.51 | 29.51-0.1% | 29.55+16.6% | 25.35+1.0% | 25.11+23.1% | 20.40-1.1% | 20.62+55.3% | 13.28+0.5% | 13.21 |
| Market Capitalization | 1,044.90 | 1,044.90+37.6% | 759.22+21.5% | 624.73+12.4% | 555.83-3.8% | 577.50+37.2% | 420.78+27.1% | 331.02+3.4% | 320.15 |
Income statement, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Interest Income | 127.52+7.4% | 125.65+9.4% | 122.49+7.7% | 117.78+1.4% | 118.69+15.5% | 114.85+15.0% | 113.69+18.4% | 116.14+22.7% |
| Total Interest Expense | 46.85-5.2% | 47.810.0% | 47.30-0.9% | 46.92-6.9% | 49.41+6.0% | 47.81+4.3% | 47.71+7.3% | 50.41+23.2% |
| Net Interest Income | 80.66+16.4% | 77.84+16.1% | 75.19+14.0% | 70.86+7.8% | 69.28+23.5% | 67.04+24.1% | 65.98+28.0% | 65.73+22.3% |
| Loan Loss Provision | 1.94-39.0% | 1.99-10.8% | 2.28-18.9% | 3.10-53.8% | 3.18+90.4% | 2.23+70.2% | 2.81+136.1% | 6.71+5491.7% |
| Net Interest Income After Loan Loss Provision | 78.73+19.1% | 75.85+17.0% | 72.92+15.4% | 67.76+14.8% | 66.09+21.4% | 64.82+23.0% | 63.17+25.5% | 59.02+10.0% |
| Non-Interest Income | 12.65+9.6% | 13.41+18.7% | 13.91+17.4% | 12.96+10.9% | 11.54+10.5% | 11.30-4.1% | 11.85+30.4% | 11.69+57.3% |
| Non-Interest Expense | 59.07+22.0% | 59.22+16.1% | 56.09+11.4% | 51.16+3.6% | 48.41+14.9% | 51.00+19.4% | 50.33+19.3% | 49.40+24.6% |
| Operating Income | 32.30+10.5% | 30.04+19.6% | 30.74+24.5% | 29.57+38.8% | 29.23+28.4% | 25.12+15.3% | 24.69+43.1% | 21.30-0.6% |
| Unusual Expense | 1.40+191.7% | -0.24-214.3% | 1.38 | 1.26+641.2% | 0.48+50.0% | 0.21-48.8% | -0.38-211.8% | 0.17+183.3% |
| Net Income Before Taxes | 30.77+6.5% | 30.30+8.1% | 29.50+14.3% | 27.58+29.5% | 28.88+26.8% | 28.03+28.8% | 25.82+50.0% | 21.30+4.7% |
| Income Taxes | 6.22+3.2% | 6.12+3.4% | 5.93+12.3% | 5.22+8.3% | 6.03+22.3% | 5.92+29.8% | 5.28+45.1% | 4.82+6.6% |
| Consolidated Net Income | 24.55+7.4% | 24.18+9.4% | 23.56+14.7% | 22.36+35.6% | 22.86+28.1% | 22.10+28.4% | 20.54+51.4% | 16.49+4.2% |
| Net Income From Continuing Operations | 24.55+7.4% | 24.18+9.4% | 23.56+14.7% | 22.36+35.6% | 22.86+28.1% | 22.10+28.4% | 20.54+51.4% | 16.49+4.2% |
| Net Income | 23.20+7.9% | 22.82+10.0% | 22.21+15.7% | 21.01+38.8% | 21.50+30.4% | 20.75+30.8% | 19.19+57.0% | 15.14+4.6% |
| EPS (Recurring) per share | 0.740.0% | 0.69-2.8% | 0.71+10.9% | 0.74+42.3% | 0.74+12.1% | 0.71+10.9% | 0.64+30.6% | 0.52-8.8% |
| EPS (Basic, Before Extraordinaries) per share | 0.71-2.7% | 0.700.0% | 0.68+4.6% | 0.71+36.5% | 0.73+12.3% | 0.70+11.1% | 0.65+32.7% | 0.52-10.3% |
| EPS (Diluted) per share | 0.71-2.7% | 0.700.0% | 0.68+4.6% | 0.71+39.2% | 0.73+12.3% | 0.70+12.9% | 0.65+35.4% | 0.51-10.5% |
| Non-Operating Income (Expense) | -0.14-207.7% | 0.01-99.7% | 0.14-81.3% | -0.73-529.4% | 0.13-61.8% | 3.11+697.4% | 0.75+158.6% | 0.17 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 0.77-24.5% | 1.72+364.9% | 0.71-44.1% | 0.50-68.6% | 1.02+218.8% | 0.37 | 1.27+33.7% | 1.59+51.4% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 11.61 | 10.93 | 9.71 | 10.10 | 9.40 | 10.12 | 10.75 | 11.06 |
| Price To Sales Ratio ratio | 1.80 | 1.88 | 1.69 | 1.51 | 1.37 | 1.48 | 1.50 | 1.66 |
| Operating Margin % | 23.05 | 21.60 | 22.53 | 22.61 | 22.44 | 19.91 | 19.67 | 16.66 |
| Net Margin % | 16.55 | 16.41 | 16.28 | 16.07 | 16.51 | 16.45 | 15.29 | 11.84 |
| Shares Outstanding million shares | 29.51-0.4% | 29.51-0.3% | 29.51-0.2% | 29.51-0.1% | 29.62+16.1% | 29.60+16.1% | 29.57+16.0% | 29.55+16.6% |
| Market Capitalization | 1,044.90+48.9% | 1,004.19+37.2% | 884.49+22.9% | 774.15+2.0% | 701.55+7.2% | 731.98+31.9% | 719.60+27.4% | 759.22+21.5% |
Balance sheet, annual
| Metric | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 | 2017FY12/31/2017 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 411.18+28.9% | 319.10+41.1% | 226.11+48.0% | 152.74+123.4% | 68.38-54.1% | 149.13+66.9% | 89.37-7.0% | 96.07-10.7% | 107.59 |
| Investments | 1,237.64+4.5% | 1,183.87+11.1% | 1,065.48+12.9% | 944.13-25.4% | 1,265.92+52.8% | 828.42+135.1% | 352.38-2.3% | 360.69+83.3% | 196.80 |
| Net Loans | 6,135.53+3.5% | 5,926.56+19.7% | 4,952.37+8.4% | 4,568.00+44.5% | 3,160.50+6.4% | 2,969.33+74.9% | 1,698.14+11.9% | 1,517.25+57.0% | 966.52 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Customer Liability on Acceptances | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Real Estate Assets | 13.01+135.3% | 5.53+227.2% | 1.69+23.4% | 1.37-4.2% | 1.43-84.2% | 9.05+124.0% | 4.04+111.5% | 1.91+730.4% | 0.23 |
| Net Property, Plant & Equipment | 73.98-9.7% | 81.95+17.9% | 69.48+10.0% | 63.18+8.6% | 58.16-0.7% | 58.59+100.1% | 29.28+93.8% | 15.11+72.1% | 8.78 |
| Interest Receivables | 38.49+7.3% | 35.87+19.9% | 29.92+16.6% | 25.67+31.0% | 19.60-18.0% | 23.89+197.5% | 8.03-2.3% | 8.22+100.0% | 4.11 |
| Deferred Tax Assets | 33.76-27.4% | 46.52+20.2% | 38.69-9.8% | 42.91+136.2% | 18.17+5.2% | 17.28+703.7% | 2.15-44.2% | 3.85+28.3% | 3.00 |
| Other Intangible Assets | 284.42+3.6% | 274.62+29.4% | 212.18+3.9% | 204.19+42.2% | 143.58+23.7% | 116.08+28.3% | 90.46-1.4% | 91.79+168.2% | 34.23 |
| Total Assets | 8,228.03+4.5% | 7,874.02+19.4% | 6,595.92+9.9% | 6,002.17+26.7% | 4,735.73+13.5% | 4,171.78+83.5% | 2,273.84+8.5% | 2,094.90+58.6% | 1,321.26 |
| Total Deposits | 6,698.59+2.9% | 6,511.33+24.1% | 5,248.79+8.9% | 4,820.35+18.2% | 4,077.28+12.7% | 3,616.68+103.0% | 1,782.01+2.8% | 1,733.93+64.3% | 1,055.53 |
| Total Debt | 578.09+19.6% | 483.26-26.4% | 656.24+13.6% | 577.78+186.2% | 201.89+90.5% | 105.99-43.0% | 185.99+101.7% | 92.23+14.6% | 80.50 |
| Long Term Debt | 293.37-22.4% | 378.07+13.6% | 332.92-38.3% | 539.37+199.4% | 180.17+210.6% | 58.00-46.3% | 108.00+96.4% | 55.00-29.2% | 77.70 |
| Provision for Risks Charges | 4.18+13.3% | 3.69+11.1% | 3.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 13.29-21.5% | 16.93+48.9% | 11.37-2.9% | 11.71+25.2% | 9.35-18.1% | 11.42 | - | - | - |
| Other Liabilities | 37.00-37.7% | 59.35+85.8% | 31.94+169.5% | 11.85-14.3% | 13.83-50.1% | 27.73+33.7% | 20.74+138.9% | 8.68+64.1% | 5.29 |
| Total Liabilities | 7,331.14+3.6% | 7,074.55+18.9% | 5,951.66+9.8% | 5,421.69+26.0% | 4,302.36+14.4% | 3,761.82+89.2% | 1,988.74+8.4% | 1,834.84+60.8% | 1,141.32 |
| Preferred Stock - Carrying Value | 71.930.0% | 71.930.0% | 71.930.0% | 71.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 824.95+13.4% | 727.54+27.1% | 572.33+12.5% | 508.55+17.3% | 433.37+5.7% | 409.96+43.8% | 285.10+9.6% | 260.06+44.5% | 179.94 |
| Total Shareholders Equity | 896.88+12.2% | 799.47+24.1% | 644.26+11.0% | 580.48+33.9% | 433.37+5.7% | 409.96+43.8% | 285.10+9.6% | 260.06+44.5% | 179.94 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 896.88+12.2% | 799.47+24.1% | 644.26+11.0% | 580.48+33.9% | 433.37+5.7% | 409.96+43.8% | 285.10+9.6% | 260.06+44.5% | 179.94 |
| Total Liabilities & Stockholders Equity | 8,228.03+4.5% | 7,874.02+19.4% | 6,595.92+9.9% | 6,002.17+26.7% | 4,735.73+13.5% | 4,171.78+83.5% | 2,273.84+8.5% | 2,094.90+58.6% | 1,321.26 |
| Book Value Per Share per share | 27.95+13.5% | 24.62+9.0% | 22.58+11.5% | 20.25-4.7% | 21.24+6.8% | 19.88-7.4% | 21.47+9.1% | 19.68+11.9% | 17.58 |
| Tangible Book Value Per Share per share | 23.36+17.3% | 19.92+7.0% | 18.62+15.2% | 16.17-8.7% | 17.71+5.4% | 16.80-2.9% | 17.31+12.8% | 15.34-8.3% | 16.72 |
| Tier 1 Capital | 799.53+9.8% | 727.96+18.4% | 614.98+10.4% | 557.09+51.6% | 367.43 | 0.00-100.0% | 227.26+10.4% | 205.92+19.2% | 172.80 |
| Tier 2 Capital | 139.80-7.4% | 150.96+7.8% | 140.01-5.2% | 147.75+32.7% | 111.36 | - | 37.23+2.8% | 36.22+313.0% | 8.77 |
| Full-Time Employees people | 842-2.0% | 859+12.9% | 761+1.7% | 748+12.3% | 666+12.9% | 590+66.2% | 355+6.6% | 333+52.1% | 219 |
| Price to Book Ratio ratio | 1.03 | 1.04 | 1.17 | 1.15 | 1.33 | 1.02 | 1.16 | 1.23 | 1.29 |
| Return on Assets % | 1.09 | 0.90 | 1.13 | 1.01 | 1.17 | 0.93 | 1.09 | 0.82 | 0.37 |
| Return on Equity % | 10.36 | 9.02 | 11.60 | 10.70 | 12.36 | 8.63 | 8.72 | 6.41 | 2.69 |
| Return on Invested Capital % | 7.38 | 5.53 | 7.27 | 4.84 | 8.50 | 6.41 | 6.05 | 4.47 | 1.88 |
| Current Ratio ratio | 0.10 | 0.10 | 0.08 | 0.04 | 0.09 | 0.11 | 0.10 | 0.10 | 0.17 |
Cash flow, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 110.59 | 103.82+37.7% | 75.37+1.6% | 74.17+11.4% | 66.60+20.5% | 55.25+34.5% | 41.08+58.4% | 25.93+39.9% | 18.54 |
| Extraordinary Item | 0.00 | -3.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 3.83 | -8.38 | -13.96-176.5% | 18.26+512.8% | 2.98+150.4% | 1.19 | -11.74 | -1.51-306.8% | 0.73 |
| Cash from Operating Activities | 114.42 | 92.08+49.9% | 61.41-33.6% | 92.43+32.8% | 69.58+23.3% | 56.44+92.4% | 29.34+20.1% | 24.42+26.7% | 19.28 |
| Capital Expenditures | -4.36 | -0.07 | -4.56 | -13.92 | -25.78 | -19.90 | -2.97 | -3.96 | -0.92 |
| Net Assets From Acquisitions | 0.00 | -43.08 | 0.00 | -14.51 | 0.00 | -20.98 | 0.00 | -17.45 | -9.15 |
| Sale of Fixed Assets and Businesses | 90.70 | 0.00-100.0% | 96.82 | 0.00-100.0% | 164.18 | 0.00-100.0% | 106.58+13741.6% | 0.77 | 0.00 |
| Purchase or Sale of Investments | -25.89 | -4.60 | -93.05 | -113.64-149.2% | 230.94 | -448.82 | -193.94-1195.7% | 17.70+118.0% | 8.12 |
| Purchase of Investments | -677.02 | -702.18 | -203.97 | -282.14 | -125.48 | -585.39 | -347.03 | -49.79 | -40.80 |
| Sale Or Maturity of Investments | 651.13 | 697.58+528.9% | 110.92-34.2% | 168.50-52.7% | 356.42+161.0% | 136.57-10.8% | 153.09+126.8% | 67.49+38.0% | 48.92 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.50-38.3% | 0.81 | 0.00-100.0% | 0.50-74.6% | 1.97 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -143.44 | -281.53 | -294.92 | -521.14 | -700.52 | -675.35 | -475.30 | -192.29 | -170.32 |
| Cash Dividends Paid | -24.47 | -22.25 | -20.26 | -18.06 | -12.17 | -9.44 | -7.52 | -5.05 | -3.28 |
| Change in Capital Stock | -17.58 | -3.73 | 0.00 | 0.00-100.0% | 119.32 | -10.35 | -6.76 | -0.85-103.1% | 27.65 |
| Repurchase of Common Pref Stock | -17.58 | -3.73 | 0.00 | 0.00 | 0.00 | -10.92 | -5.80 | -2.55 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 119.32+20833.3% | 0.57 | -0.96-156.5% | 1.70-93.9% | 27.65 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 120.42+3282.6% | 3.56+6.0% | 3.36+309.8% | 0.82-97.0% | 27.65 |
| Issuance or Reduction of Debt, Net | -22.91 | 68.96 | -173.78-326.2% | 76.82-77.6% | 342.34+339.9% | 77.82 | -138.39-247.6% | 93.76 | -9.32 |
| Change in Long Term Debt | -17.91 | 68.95-43.7% | 122.49+32.9% | 92.20-71.8% | 327.20+282.6% | 85.52 | -91.00-339.5% | 38.00 | -2.70 |
| Issuance of Long Term Debt | 148.79 | 75.33-38.5% | 122.49+21.2% | 101.10-69.1% | 327.20+282.6% | 85.52 | 0.00-100.0% | 38.00+52.0% | 25.00 |
| Reduction of Long Term Debt | -166.71 | -6.37 | 0.00 | -8.90 | 0.00 | 0.00 | -91.00 | 0.00 | -27.70 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | -0.03 | -1.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | - | - | -0.03 | -1.46 | - | - | 0.00 | - | - |
| Cash from Financing Activities | 119.98 | 281.52-13.8% | 326.50-35.0% | 502.08-29.8% | 715.31+32.9% | 538.15+6.4% | 505.72+213.8% | 161.17+15.5% | 139.52 |
| Net Change in Cash | 90.96 | 92.08-1.0% | 92.99+26.7% | 73.37-13.0% | 84.36 | -80.76-235.1% | 59.76 | -6.70 | -11.52 |
| Free Cash Flow | 115.65 | 92.02+53.8% | 59.85-25.9% | 80.78+30.7% | 61.80+17.8% | 52.47+99.0% | 26.37+28.9% | 20.46+11.4% | 18.36 |
| Preferred Dividends (Cash Flow) | - | -5.40 | -5.40 | -5.40 | -1.35 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow ratio | 10.80 | 11.07 | 17.17 | 9.94 | 10.18 | 13.57 | 19.71 | 22.12 | 18.56 |
| Federal Home Loan Advances Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Balance sheet, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 490.04+22.8% | 575.60+16.1% | 589.80+88.5% | 411.18+28.9% | 399.08+87.2% | 495.76+138.3% | 312.89+68.3% | 319.10+41.1% |
| Investments | 1,216.89+5.1% | 1,221.51+17.4% | 1,205.34+6.7% | 1,237.64+4.5% | 1,157.31+0.5% | 1,040.59+1.2% | 1,129.53+0.9% | 1,183.87+11.1% |
| Net Loans | 6,721.29+12.7% | 6,596.99+10.1% | 6,620.61+11.8% | 6,135.53+3.5% | 5,963.99+15.2% | 5,989.15+16.9% | 5,924.06+17.4% | 5,926.56+19.7% |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 95.46+22.5% | 88.92+12.5% | 88.42+8.4% | 73.98-9.7% | 77.94+15.3% | 79.01+15.3% | 81.58+18.7% | 81.95+17.9% |
| Interest Receivables | 39.32+5.8% | 38.97+6.1% | 38.18+13.2% | 38.49+7.3% | 37.17+14.2% | 36.74+20.0% | 33.74+15.0% | 35.87+19.9% |
| Deferred Tax Assets | 24.85+16.0% | 21.56-14.5% | 22.96-9.2% | 33.76-27.4% | 21.43+2.8% | 25.22-2.6% | 25.29-5.6% | 46.52+20.2% |
| Other Intangible Assets | 343.35+22.6% | 334.84+19.4% | 320.60+16.0% | 284.42+3.6% | 280.17+25.5% | 280.35+27.9% | 276.36+27.6% | 274.62+29.4% |
| Total Assets | 8,955.96+12.6% | 8,903.51+12.0% | 8,906.81+14.4% | 8,228.03+4.5% | 7,953.86+15.5% | 7,948.29+18.6% | 7,784.73+16.3% | 7,874.02+19.4% |
| Total Deposits | 7,376.80+13.4% | 7,235.56+12.7% | 7,464.95+15.6% | 6,698.59+2.9% | 6,506.86+15.4% | 6,419.65+15.4% | 6,458.18+15.9% | 6,511.33+24.1% |
| Total Debt | 507.75-3.0% | 616.08-4.0% | 410.04-11.6% | 578.09+13.0% | 523.29+2.0% | 641.71+43.2% | 463.89+2.9% | 511.58-22.0% |
| Long Term Debt | 297.43-12.2% | 320.57-12.3% | 300.86-18.3% | 293.37-26.8% | 338.68-15.2% | 365.47-14.5% | 368.28-14.4% | 400.51+20.3% |
| Provision for Risks Charges | 4.67-3.1% | 5.37+64.2% | 5.10 | 4.18+13.3% | 4.82 | 3.27 | 0.00 | 3.69+11.1% |
| Deferred Tax Liabilities | - | - | - | 13.29-21.5% | - | - | - | 16.93+48.9% |
| Other Liabilities | 93.62+131.4% | 37.92+7.7% | 35.55-2.2% | 37.00+19.2% | 40.45+15.4% | 35.22+28.1% | 36.34+59.5% | 31.03-2.8% |
| Total Liabilities | 7,982.85+12.8% | 7,894.93+11.2% | 7,915.63+13.8% | 7,331.14+3.6% | 7,075.42+14.3% | 7,099.85+17.6% | 6,958.42+15.1% | 7,074.55+18.9% |
| Preferred Stock - Carrying Value | 71.930.0% | 71.930.0% | 71.930.0% | 71.930.0% | 71.930.0% | 71.930.0% | 71.930.0% | 71.930.0% |
| Common Equity | 930.59+15.4% | 936.65+20.6% | 919.25+21.9% | 824.95+13.4% | 806.51+28.5% | 776.51+31.0% | 754.38+30.7% | 727.54+27.1% |
| Total Shareholders Equity | 1,002.52+14.1% | 1,008.58+18.9% | 991.18+20.0% | 896.88+12.2% | 878.44+25.6% | 848.44+27.7% | 826.31+27.3% | 799.47+24.1% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 1,002.52+14.1% | 1,008.58+18.9% | 991.18+20.0% | 896.88+12.2% | 878.44+25.6% | 848.44+27.7% | 826.31+27.3% | 799.47+24.1% |
| Total Liabilities & Stockholders Equity | 8,985.36+13.0% | 8,903.51+12.0% | 8,906.81+14.4% | 8,228.03+4.5% | 7,953.86+15.5% | 7,948.29+18.6% | 7,784.73+16.3% | 7,874.02+19.4% |
| Book Value Per Share per share | 31.53+15.8% | 31.74+21.0% | 31.15+22.1% | 27.95+13.5% | 27.23+10.7% | 26.23+12.9% | 25.51+12.7% | 24.62+9.0% |
| Tangible Book Value Per Share per share | 25.99+14.8% | 26.03+20.5% | 25.63+23.0% | 23.36+17.3% | 22.63+9.9% | 21.61+12.4% | 20.84+12.0% | 19.92+7.0% |
| Tier 1 Capital | 903.39+15.3% | 888.59+16.3% | 875.78+17.5% | 799.53+9.8% | 783.42+20.8% | 763.95+20.4% | 745.42+19.8% | 727.96+18.4% |
| Tier 2 Capital | 178.52+23.0% | - | - | 139.80-7.4% | 145.14+4.3% | 145.05+4.7% | 145.75+3.5% | 150.96+7.8% |
| Full-Time Employees people | - | - | - | 842-2.0% | - | - | - | 859+12.9% |
| Price to Book Ratio ratio | 1.03 | 0.99 | 0.97 | 0.96 | 0.90 | 0.97 | 0.99 | 1.04 |
| Return on Assets % | 1.12 | 1.10 | 1.09 | 1.09 | 1.10 | 1.05 | 1.00 | 0.90 |
| Return on Equity % | 10.06 | 10.01 | 10.00 | 10.36 | 10.39 | 10.18 | 9.77 | 9.02 |
| Return on Invested Capital % | 1.89 | 1.82 | 1.82 | 1.88 | 1.88 | 1.82 | 1.72 | 1.37 |
| Current Ratio ratio | 0.27 | 0.26 | 0.27 | 0.10 | 0.21 | 0.21 | 0.21 | 0.10 |
Cash flow, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 30.97+12.9% | 27.98+17.8% | 24.37-3.9% | 27.27+19.1% | 27.43+41.1% | 23.76+59.5% | 25.35+39.9% | 22.89+41.0% |
| Extraordinary Item | 0.00 | 0.03 | -0.03 | 0.00 | 0.00 | -3.36 | 0.00 | 0.00 |
| Changes in Working Capital | 12.72+155.9% | -0.90 | 2.35-30.5% | -10.35 | 4.97+152.3% | -6.38-4087.5% | 3.38 | -5.56-210.1% |
| Cash from Operating Activities | 43.69+34.8% | 27.11+93.4% | 26.69-7.1% | 16.93-2.3% | 32.41+51.4% | 14.02-6.9% | 28.73+278.0% | 17.33-18.6% |
| Capital Expenditures | 0.79 | -6.86 | 0.00 | 1.71+510.7% | -0.33 | -0.22 | -1.22 | 0.28 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -43.08 | 0.00 | -47.56 |
| Sale of Fixed Assets and Businesses | 0.00 | -3.44 | 94.14 | 0.00-100.0% | 0.00 | 0.00-100.0% | 0.00 | 96.82 |
| Purchase or Sale of Investments | -19.91 | -10.06-110.5% | 74.07+4.1% | -70.00-485.5% | -101.58 | 95.81-0.9% | 71.17 | 18.16-59.7% |
| Purchase of Investments | -24.31 | -38.75 | -76.40 | -537.56 | -74.98 | -38.44-203.5% | -51.20 | -11.53 |
| Sale Or Maturity of Investments | 4.40 | 28.69-78.6% | 150.47+23.0% | 467.56+1474.8% | -26.59 | 134.24+125.6% | 122.36+397.4% | 29.69-65.5% |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00-100.0% | 0.00-100.0% | 0.00 | 0.00 | 0.50 | 0.81 |
| Cash from Investing Activities | -150.12 | -3.40 | 253.76+253.6% | -243.68 | -92.56 | -17.05-174.6% | 71.76 | -1.91 |
| Cash Dividends Paid | -6.22 | -6.22 | -6.25 | -5.78 | -5.49 | -5.52 | -5.46 | -5.51 |
| Preferred Dividends (Cash Flow) | -1.35 | -1.35 | -1.35 | -1.35 | -1.35 | -1.35 | -1.35 | -1.35 |
| Change in Capital Stock | -6.29 | -4.81 | -2.75 | -3.73 | 0.00 | 0.00 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | -6.29 | -4.81 | -2.75 | -3.73 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -107.85 | 202.62+13.2% | -174.32 | 56.63 | -118.26-281.7% | 179.05 | -48.47 | -32.42 |
| Change in Long Term Debt | -108.31 | 199.78+13.8% | -173.29 | 63.91 | -125.60-302.6% | 175.54 | -44.89-146.3% | -333.52-207.2% |
| Issuance of Long Term Debt | -8.41 | 93.41-31.9% | 0.00 | 63.79 | -125.54-302.5% | 137.07 | 0.00-100.0% | -156.00-254.3% |
| Reduction of Long Term Debt | -99.89 | 106.36+176.5% | -173.29 | 0.12 | -0.06 | 38.47 | -44.89 | -177.51-184.5% |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | - | - | 0.00 | - | - | - | 0.00 | 0.00 |
| Cash from Financing Activities | 20.87 | -37.91-120.4% | -101.82 | 238.85+164.0% | -36.53-126.6% | 185.90 | -106.70-193.3% | 90.48+97.6% |
| Net Change in Cash | -85.57 | -14.20-107.8% | 178.63 | 12.10-88.6% | -96.68-1977.3% | 182.87+726.0% | -6.21 | 105.90+205.6% |
| Free Cash Flow | 44.48+38.7% | 25.84+87.2% | 26.69-2.9% | 18.64+5.8% | 32.08+52.7% | 13.80-1.5% | 27.50+281.4% | 17.61+14.7% |
| Price to Free Cash Flow ratio | 10.80 | 12.66 | 13.01 | 11.12 | 10.15 | 12.46 | 12.12 | 19.17 |
Revenue breakdown
USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| State Commercial Banks | 10.58 | 10.70 | +1.2% | 100.0% |
| Total | 10.58 | 10.70 | +1.2% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| United States | 10.58 | 10.70 | +1.2% | 100.0% |
| Total | 10.58 | 10.70 | +1.2% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 3.57% | 1.1M | 30.5M | 202.89K |
| 2026-10-15 | 3.83% | 1.2M | 30.8M | 216.43K |
| 2026-09-30 | 4.02% | 1.2M | 30.8M | 218.64K |
| 2026-09-15 | 3.63% | 1.1M | 30.7M | 247.32K |
| 2026-08-31 | 3.31% | 1.0M | 30.7M | 247.92K |
| 2026-08-14 | 3.46% | 1.1M | 30.6M | 250.30K |
| 2026-07-31 | 2.77% | 0.8M | 30.6M | 237.53K |
| 2026-07-15 | 3.07% | 0.9M | 30.7M | 225.40K |
| 2026-06-30 | 3.44% | 1.1M | 30.7M | 222.24K |
| 2026-06-15 | 2.02% | 0.6M | 30.7M | 196.45K |
| 2026-05-29 | 1.94% | 0.6M | 30.7M | 188.91K |
| 2026-05-15 | 1.99% | 0.6M | 30.6M | 186.48K |
| 2026-04-30 | 1.85% | 0.6M | 30.7M | 196.75K |
| 2026-04-15 | 1.54% | 0.5M | 30.7M | 192.03K |
| 2026-03-31 | 1.72% | 0.5M | 30.4M | 175.28K |
| 2026-03-13 | 1.16% | 0.4M | 30.4M | 153.86K |
| 2026-02-27 | 1.00% | 0.3M | 30.4M | 143.97K |
| 2026-02-13 | 1.09% | 0.3M | 27.6M | 142.94K |
| 2026-01-30 | 0.91% | 0.2M | 27.5M | 121.18K |
| 2026-01-15 | 0.91% | 0.2M | 27.5M | 117.38K |
Option chain
Expiry 2026-11-20 · underlying 32.41, quoted 12 Nov 15:59 ET · ATM 30.00
Option quotes 4 Nov 09:46 ET. A date on a row is older than the last session (12 Nov). 16 rows.
Implied move 15.27% into expiry (call 2.850 + put 2.100 = 4.950 on 32.41)
Put/call open interest 131.67 (395 puts / 3 calls) · Put/call volume — no calls
IV change is points against the prior close.
| Type | Strike | Money | Bid | Ask | Last | Chg | IV | Open int | Volume | Last size | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| call 1 Jan | 17.50 | ITM | 13.70 | 17.50 | 0.00 | 0.00 | 576.0% +315.7 | 0 | 0 | 0 | 0.964 | -0.062 | 0.004 |
| put 1 Jan | OTM | 0.00 | 4.10 | 0.00 | 0.00 | 260.4% 0.0 | 0 | 0 | 0 | -0.035 | -0.061 | 0.004 | |
| call 1 Jan | 20.00 | ITM | 11.20 | 15.00 | 0.00 | 0.00 | 485.4% -106.7 | 0 | 0 | 0 | 0.839 | -0.438 | 0.012 |
| put 1 Jan | OTM | 0.00 | 4.10 | 0.00 | 0.00 | 592.0% 0.0 | 0 | 0 | 0 | -0.161 | -0.437 | 0.012 | |
| call 1 Jan | 22.50 | ITM | 7.70 | 12.50 | 0.00 | 0.00 | 406.1% -95.0 | 0 | 0 | 0 | 0.806 | -0.417 | 0.013 |
| put 1 Jan | OTM | 0.00 | 4.10 | 0.00 | 0.00 | 500.9% 0.0 | 0 | 0 | 0 | -0.193 | -0.415 | 0.013 | |
| call 1 Jan | 25.00 | ITM | 6.10 | 10.00 | 0.00 | 0.00 | 334.0% -85.2 | 0 | 0 | 0 | 0.767 | -0.388 | 0.015 |
| put 1 Jan | OTM | 0.00 | 4.10 | 0.00 | 0.00 | 419.1% 0.0 | 0 | 0 | 0 | -0.232 | -0.387 | 0.015 | |
| call 1 Jan | 30.00 | ATM | 0.80 | 4.90 | 0.00 | 0.00 | 196.0% -66.2 | 0 | 0 | 0 | 0.653 | -0.294 | 0.018 |
| put 20 Oct | ATM | 0.00 | 4.20 | 2.40 | 0.00 | 271.6% +9.5 | 2 | 0 | 0 | -0.346 | -0.292 | 0.018 | |
| call 4 Nov | 35.00 | OTM | 0.00 | 2.95 | 0.05 | 0.00 | 209.5% +9.6 | 3 | 0 | 0 | 0.454 | -0.241 | 0.019 |
| put 18 Sep | ITM | 0.50 | 3.80 | 4.50 | 0.00 | 116.4% -83.6 | 393 | 0 | 0 | -0.545 | -0.239 | 0.019 | |
| call 1 Jan | 40.00 | OTM | 0.00 | 4.10 | 0.00 | 0.00 | 286.2% 0.0 | 0 | 0 | 0 | 0.385 | -0.332 | 0.018 |
| put 1 Jan | ITM | 6.60 | 8.90 | 0.00 | 0.00 | 192.2% -94.1 | 0 | 0 | 0 | -0.614 | -0.329 | 0.018 | |
| call 1 Jan | 45.00 | OTM | 0.00 | 4.10 | 0.00 | 0.00 | 344.7% 0.0 | 0 | 0 | 0 | 0.346 | -0.385 | 0.018 |
| put 1 Jan | ITM | 11.20 | 14.00 | 0.00 | 0.00 | 252.2% -92.5 | 0 | 0 | 0 | -0.654 | -0.382 | 0.018 |
Latest SEC filings
30 of 87010-Q filed 2026-11-03, period ended 2026-09-30. 10-K filed 2026-02-26, period ended 2025-12-31. BFST on EDGAR
| Filed | Form | Description | Period | Document |
|---|---|---|---|---|
| 2026-11-03 | 10-Q | All annual, quarterly, and current reports | 2026-09-30 | 0001624322-26-000042 index |
| 2026-11-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-29 · transaction | 0001437749-26-034435 index |
| 2026-10-29 | 144 | no category | no report period | 0001958244-26-000674 index |
| 2026-10-29 | 8-K | All annual, quarterly, and current reports | 2026-10-29 | 0001437749-26-033999 index |
| 2026-10-26 | 8-K | All annual, quarterly, and current reports | 2026-10-26 | 0001624322-26-000040 index |
| 2026-09-11 | 8-K | All annual, quarterly, and current reports | 2026-09-09 | 0001437749-26-030179 index |
| 2026-09-01 | 144/A | no category | no report period | 0001958244-26-000567 index |
| 2026-08-28 | 144/A | no category | no report period | 0002106698-26-000004 index |
| 2026-08-28 | 144/A | no category | no report period | 0002106698-26-000003 index |
| 2026-08-28 | 144/A | no category | no report period | 0002106698-26-000002 index |
| 2026-08-28 | 144/A | no category | no report period | 0002106698-26-000001 index |
| 2026-08-25 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-21 · transaction | 0001437749-26-028917 index |
| 2026-08-24 | 144 | no category | no report period | 0001958244-26-000550 index |
| 2026-08-21 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-19 · transaction | 0001437749-26-028730 index |
| 2026-08-19 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-18 · transaction | 0001437749-26-028545 index |
| 2026-08-18 | 144 | no category | no report period | 0001958244-26-000525 index |
| 2026-08-07 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-06 · transaction | 0001437749-26-026616 index |
| 2026-08-07 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-05 · transaction | 0001437749-26-026579 index |
| 2026-08-06 | 144 | no category | no report period | 0001973097-26-000023 index |
| 2026-08-06 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-05 · transaction | 0001437749-26-026259 index |
| 2026-08-05 | 144 | no category | no report period | 0001628280-26-053345 index |
| 2026-08-05 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-03 · transaction | 0001437749-26-025923 index |
| 2026-07-31 | 10-Q | All annual, quarterly, and current reports | 2026-06-30 | 0001624322-26-000037 index |
| 2026-07-31 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-30 · transaction | 0001437749-26-025258 index |
| 2026-07-31 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-30 · transaction | 0001437749-26-025257 index |
| 2026-07-30 | 144 | no category | no report period | 0001958244-26-000467 index |
| 2026-07-30 | 144 | no category | no report period | 0001950047-26-007438 index |
| 2026-07-30 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-28 · transaction | 0001437749-26-025055 index |
| 2026-07-30 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-28 · transaction | 0001437749-26-025054 index |
| 2026-07-29 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-07-28 · transaction | 0001437749-26-024885 index |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 582.98K | 1 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 1.64M | 8 |
| 2026-07 | 47.42K | 1 | 1.79M | 7 |
| 2026-06 | 0 | 0 | 1.01M | 3 |
| 2026-05 | 0 | 0 | 603.63K | 2 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 577.88K | 3 |
| 2026-02 | 0 | 0 | 856.34K | 3 |
| 2026-01 | 41.33K | 1 | 103.03K | 1 |
| 2025-12 | 0 | 0 | 36.97K | 1 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 8.36% |
| DIMENSIONAL FUND ADVISORS LP | 4.42% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.28% |
| AMERICAN CENTURY COMPANIES INC | 3.53% |
| Jupiter Topco LLC | 3.34% |
| STATE STREET CORP | 3.31% |
| ROYCE & ASSOCIATES LP | 2.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.59% |
| Bank of New York Mellon Corp | 1.34% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.32% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.03% |
| Avantis U.S. Small Cap Value ETF | 2.86% |
| iShares Russell 2000 ETF | 2.72% |
| Janus Henderson Small Cap Value Fund | 2.52% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.15% |
| Fidelity Small Cap Index Fund | 1.06% |
| iShares Russell 2000 Value ETF | 0.97% |
| RMB Mendon Financial Services Fund | 0.90% |
| Royce Small-Cap Opportunity Fund | 0.88% |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 0.81% |
OakChart. BFST. Cached 15 minutes. Terms