Byline Bancorp Inc
BYFinancial·Banks - Regional·USA·Small·NYSE·Nov 13 • 8:06 AM ET
39.32+0.25 (0.64%)
2026-11-13 14:08 CET
Market cap
$1.75B
Revenue, TTM
- USD m
Net income, TTM
- USD m
Free cash flow, TTM
187.11 USD m
EPS diluted, TTM
-
11.46
Price
BY against its 20, 50 and 200-day averagesPatternshover a marker to name it
1.8% under the 52-week high of 40.03 on 4 Aug 2026. 52-week low 26.42 on 19 Nov 2025. Last 15 sessions, 4.9% high to low
Volume 0.20× normal · the line is the 50-bar volume average
Setup. RS line 85
CANSLIM 3 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Performance: Year +50%
VCP 5 of 6 — fails: RSI (14): Not Overbought (<60)
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 2 of 5 — fails: Return on Equity: Over +15%; 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%; Dividend Growth: Growing 2+ Years
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
BY52-week range, 95% of the way up
26.4240.03
Byline Bancorp, Inc. is a holding company, which engages in business through its subsidiary, Byline Bank, a full services commercial bank. It offers a broad range of banking products and service to small and medium sized businesses, commercial real estate and financial sponsors, and to consumers in the branch areas. The company was founded on December 29, 1978 and is headquartered in Chicago, IL.
| Index | RUT |
|---|---|
| Employees | 1018 |
| IPO | Jun 30, 2017 |
| Beta | 0.72 |
| ATR, 14d | 0.76 |
| Rel volume | 0.20 |
| Short float | 4.52% |
| Insider own | 28.29% |
| Inst own | 57.00% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | $1.75B |
| Enterprise Value | - |
| Income | 154.07M |
| Sales | 638.02M |
| Book / share | 28.55 |
| Cash / share | - |
| Dividend Est. | 0.52 (1.31%) |
| Dividend TTM | 0.52 (1.32%) |
| Dividend Ex-Date | Nov 03, 2026 |
| Dividend Gr. 3/5Y | 3.57% 27.23% |
| Payout | 13.86% |
| Employees | 1018 |
| IPO | Jun 30, 2017 |
Ratios
| Price / earnings | 11.46 |
|---|---|
| Forward price / earnings | 10.94 |
| Price / earnings / growth | 1.30 |
| Price / sales | 2.74 |
| Price / book | 1.38 |
| Price / cash | - |
| Price / free cash flow | 9.35 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.04 |
| Debt / equity | 0.34 |
| Long-term debt / equity | 0.12 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 3.43 |
|---|---|
| Earnings next year | 3.60 |
| Earnings next quarter | 0.83 |
| Earnings this year | 16.83% |
| Earnings next year | 2.57% |
| Earnings growth, 5 years | 8.39% |
| Past earnings growth | 7.21% 24.69% |
| Past sales growth | 20.75% 15.99% |
| Earnings vs last year | 22.06% |
| Sales vs last year | 2.04% |
| Earnings vs last quarter | 14.42% |
| Sales vs last quarter | 0.10% |
| Earnings | Oct 22 AMC |
| Surprise | 14.87% 3.54% |
Ownership
| Insiders own | 28.29% |
|---|---|
| Insider trades | -4.81% |
| Institutions own | 57.00% |
| Institution trades | 0.66% |
| Return on assets | 1.56% |
| Return on equity | 12.26% |
| Return on capital | 10.77% |
| Gross Margin | - |
| Operating margin | 32.26% |
| Profit Margin | 24.15% |
| 20-day average | 2.19% |
| 50-day average | 3.92% |
| 200-day average | 11.14% |
Technical
| Shares out | 44.67M |
|---|---|
| Shares floating | 31.92M |
| Short / float | 4.52% |
| Short ratio | 5.73 |
| Short interest | 1.44M |
| 52-week high | 40.03 -1.8% |
| 52-week low | 26.42 +48.9% |
| Volatility | 1.44% 1.98% |
| Average range | 0.76 |
| Strength index | 61.04 |
| Market sensitivity | 0.72 |
| Relative volume | 0.20 |
| Avg Volume | 251.83K |
| Volume | 2,531 |
Performance
| Perf Week | 3.15% |
|---|---|
| Perf Month | 6.56% |
| Perf Quarter | 0.43% |
| Perf Half Y | 23.34% |
| Perf YTD | 34.89% |
| Perf Year | 44.03% |
| Perf 3Y | 101.13% |
| Perf 5Y | 45.20% |
| Perf 10Y | - |
| Recommendation | 2.00 |
| Target Price | 44.40 |
| Prev Close | 39.07 |
| Price | 39.32 |
| Change % | 0.64% |
Analyst ratings
latest 10 of 10| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 27, 2026 | Reiterated | Hovde Group | Outperform | $39 → $45 | +14.4% |
| Jul 08, 2026 | Resumed | Raymond James | Mkt Perform | ||
| Jan 27, 2025 | Reiterated | Hovde Group | Outperform | $33 → $34 | -13.5% |
| May 20, 2024 | Resumed | Hovde Group | Outperform | $26 → $27.50 | -30.1% |
| Aug 26, 2022 | Initiated | Raymond James | Mkt Perform | ||
| May 17, 2022 | Upgrade | Janney | Neutral → Buy | ||
| Sep 13, 2021 | Initiated | Hovde Group | Outperform | $28 | -28.8% |
| Aug 02, 2021 | Downgrade | Stephens | Overweight → Equal-Weight | $27 | -31.3% |
| Dec 19, 2019 | Upgrade | Stephens | Equal-Weight → Overweight | $22 | -44.0% |
| Jan 10, 2019 | Downgrade | BofA/Merrill | Buy → Neutral |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| OSBC | Old Second Bancorporation Inc | 1.24B |
| WTFC | Wintrust Financial Corp | 10.47B |
| BUSE | First Busey Corp | 2.32B |
| LOB | Live Oak Bancshares Inc | 1.61B |
| MSBI | Midland States Bancorp Inc | 662.98M |
| ONB | Old National Bancorp | 9.43B |
| QCRH | QCR Holding Inc | 1.68B |
| FMBH | First Mid Bancshares Inc | 1.36B |
| HBNC | Horizon Bancorp Inc (IN) | 1.10B |
| CASH | Pathward Financial Inc | 1.56B |
Insider trading
latest 14 of 18| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Ptacin Brogan | HEAD OF COMMERCIAL BANKING | Oct 29 '26 | Sale | 38.92 | 16,100 | 626,619 | 11,100 | Nov 02 02:52 PM |
| Brogan Ptacin | Director | Oct 29 '26 | Proposed Sale | 38.92 | 16,100 | 626,620 | Oct 29 04:19 PM | |
| Stewart Pamela C | Director | Oct 26 '26 | Buy | 38.61 | 1,160 | 44,785 | 7,496 | Oct 26 05:10 PM |
| KISTNER WILLIAM G | Director | Aug 19 '26 | Buy | 38.30 | 100 | 3,830 | 14,289 | Aug 20 01:15 PM |
| HERSETH MARY JO S. | Director | Aug 19 '26 | Buy | 38.40 | 300 | 11,519 | 19,100 | Aug 20 01:12 PM |
| HERENCIA ROBERTO R | CHIEF EXECUTIVE OFFICER | Aug 13 '26 | Sale | 39.21 | 19,750 | 774,307 | 411,643 | Aug 14 05:55 PM |
| Roberto Herencia | Director | Aug 13 '26 | Proposed Sale | 39.75 | 19,750 | 785,000 | Aug 13 10:46 AM | |
| Rose Dana | CHIEF HUMAN RESOURCES OFFICER | Aug 12 '26 | Sale | 39.00 | 2,421 | 94,419 | 11,605 | Aug 12 04:30 PM |
| DanaRose | Officer | Aug 12 '26 | Proposed Sale | 39.28 | 2,421 | 95,100 | Aug 12 12:05 PM | |
| MBG INVESTORS I, L.P. | 10% Owner | Aug 07 '26 | Sale | 39.10 | 300,000 | 11,730,000 | 11,535,145 | Aug 11 05:57 PM |
| DEL VALLE PEROCHENA ANTONIO | Director | Aug 07 '26 | Sale | 39.10 | 300,000 | 11,730,000 | 11,535,145 | Aug 11 04:05 PM |
| Brogan Ptacin | Director | Aug 03 '26 | Proposed Sale | 39.64 | 9,450 | 374,600 | Aug 03 03:59 PM | |
| KISTNER WILLIAM G | Director | May 04 '26 | Buy | 31.97 | 100 | 3,197 | 14,189 | May 04 04:05 PM |
| HERSETH MARY JO S. | Director | Mar 16 '26 | Buy | 30.83 | 300 | 9,249 | 18,800 | Mar 16 04:03 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 33.08B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.86B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.56B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.54B |
| KRE | State Street SPDR S&P Regional Banking ETF | AUM: 4.36B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.64B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.17B |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | AUM: 2.45B |
News
latest 14 of 198- Byline Bancorp Beats On Margin Strength And A Lower Tax Rate, But Flat Loans, Rising NPLs And A Higher Expense Guide Temper The Record Quarter (Earnings Whispers)
- Byline Bancorp: Q3 Earnings Snapshot (Associated Press)
- Byline Bancorp, Inc. Reports Third Quarter 2026 Financial Results (Business Wire)
- Byline Bancorp, Inc. Names Sean H. McGuire Chief Commercial Banking Officer and Scott E. Hawthorne Chief Credit Officer as Part of Ongoing Succession Planning (Business Wire)
- Byline Bancorp, Inc. and Illinois State Bancorp, Inc. Announce Definitive Merger Agreement (Business Wire)
- Byline Bancorp, Inc. to Announce Third Quarter 2026 Financial Results on Thursday, October 22 (Business Wire)
- Byline Bancorp Inc (BY) Q2 2026 Earnings Call Highlights: Record Net Income and Strategic ... (GuruFocus.com)
- Byline Bancorp: Q2 Earnings Snapshot (Associated Press)
- Byline Bancorp, Inc. Reports Second Quarter 2026 Financial Results (Business Wire)
- Byline Bancorp, Inc. to Announce Second Quarter 2026 Financial Results on Thursday, July 23 (Business Wire)
- Byline Bancorp Inc (BY) Q1 2026 Earnings Call Highlights: Strong Profitability Amidst ... (GuruFocus.com)
- Byline Bancorp: Q1 Earnings Snapshot (Associated Press)
- Byline Bancorp, Inc. Reports First Quarter 2026 Financial Results (Business Wire)
- Beyond Minerals Completes Final Option Payments to Acquire 100% Interest in Ear Falls Project and Files Amended Offering Document for LIFE Offering (TMX Newsfile)
Quarterly earnings
2026Q3 EPS 0.940 beat 0.818, from 0.830 a year earlier. Sales 121.01 beat 116.88, from 115.74 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 | 2026-10-22 16:30 | 0.940 | 0.818 | 0.940 | 121.01 | 116.88 | EPS +14.9% · sales +3.5% | vs 2025Q3, year-ago quarter · EPS +13.3% · sales +4.6% | 6 EPS · 5 sales | Open +1.37% vs SPY -0.53%. Close +1.08% vs SPY -0.52% |
| 2026Q2ended 2026-06-30 | 2026-07-23 16:30 | 0.910 | 0.788 | 0.897 | 117.71 | 115.78 | EPS +15.4% · sales +1.7% | vs 2025Q2, year-ago quarter · EPS +21.3% · sales +6.6% | 6 EPS · 5 sales | Open +1.99% vs SPY +0.04%. Close +2.55% vs SPY +0.10% |
| 2026Q1ended 2026-03-31 | 2026-04-23 16:30 | 0.830 | 0.748 | 0.834 | 112.4 | 114.14 | EPS +11.0% · sales -1.5% | vs 2025Q1, year-ago quarter · EPS +27.7% · sales +9.0% | 5 EPS · 4 sales | Open -1.88% vs SPY +0.32%. Close -0.09% vs SPY +0.77% |
| 2025Q4ended 2025-12-31 | 2026-01-22 16:30 | 0.760 | 0.717 | 0.762 | 117.01 | 112.31 | EPS +6.0% · sales +4.2% | vs 2024Q4, year-ago quarter · EPS +10.1% · sales +11.8% | 6 EPS · 5 sales | Open -3.25% vs SPY -0.12%. Close -2.40% vs SPY +0.04% |
| 2025Q3ended 2025-09-30 | 2025-10-23 16:30 | 0.830 | 0.721 | 0.820 | 115.74 | 111.09 | EPS +15.2% · sales +4.2% | vs 2024Q3, year-ago quarter · EPS +18.6% · sales +13.6% | 6 EPS · 5 sales | Open +5.07% vs SPY +0.70%. Close +5.63% vs SPY +0.82% |
| 2025Q2ended 2025-06-30 | 2025-07-24 16:30 | 0.750 | 0.667 | 0.661 | 110.45 | 107 | EPS +12.5% · sales +3.2% | vs 2024Q2, year-ago quarter · EPS +10.3% · sales +11.2% | 6 EPS · 5 sales | Open +1.70% vs SPY +0.11%. Close +0.18% vs SPY +0.42% |
| 2025Q1ended 2025-03-31 | 2025-04-24 16:30 | 0.650 | 0.622 | 0.638 | 103.08 | 100.82 | EPS +4.6% · sales +2.2% | vs 2024Q1, year-ago quarter · EPS -7.1% · sales +2.0% | 6 EPS · 5 sales | Open -0.90% vs SPY -0.01%. Close -0.19% vs SPY +0.72% |
| 2024Q4ended 2024-12-31 | 2025-01-23 16:30 | 0.690 | 0.607 | 0.686 | 104.67 | 100.37 | EPS +13.7% · sales +4.3% | vs 2023Q4, year-ago quarter · EPS -5.5% · sales +3.9% | 6 EPS · 5 sales | Open +1.24% vs SPY +0.01%. Close +2.89% vs SPY -0.29% |
| 2024Q3ended 2024-09-30 | 2024-10-24 16:30 | 0.700 | 0.648 | 0.690 | 101.84 | 101.08 | EPS +8.0% · sales +0.7% | vs 2023Q3, year-ago quarter · EPS -9.1% · sales -2.9% | 6 EPS · 5 sales | Open +0.87% vs SPY +0.39%. Close +1.24% vs SPY -0.03% |
| 2024Q2ended 2024-06-30 | 2024-07-25 16:30 | 0.680 | 0.630 | 0.678 | 99.37 | 99.21 | EPS +7.9% · sales +0.2% | vs 2023Q2, year-ago quarter · EPS -6.8% · sales +9.9% | 6 EPS · 5 sales | Open +2.61% vs SPY +0.72%. Close +1.39% vs SPY +1.12% |
| 2024Q1ended 2024-03-31 | 2024-04-25 16:30 | 0.700 | 0.636 | 0.696 | 101.01 | 98.06 | EPS +10.1% · sales +3.0% | vs 2023Q1, year-ago quarter · EPS +7.7% · sales +11.2% | 5 EPS · 4 sales | Open +0.81% vs SPY +0.57%. Close +3.32% vs SPY +0.95% |
| 2023Q4ended 2023-12-31 | 2024-01-25 16:30 | 0.730 | 0.672 | 0.680 | 100.79 | 101.4 | EPS +8.6% · sales -0.6% | vs 2022Q4, year-ago quarter · EPS +9.0% · sales +14.5% | 5 EPS · 4 sales | Open +0.43% vs SPY -0.09%. Close -3.52% vs SPY -0.13% |
| 2023Q3ended 2023-09-30 | 2023-10-26 16:30 | 0.770 | 0.630 | 0.649 | 104.83 | 101.64 | EPS +22.2% · sales +3.1% | vs 2022Q3, year-ago quarter · EPS +26.2% · sales +29.6% | 6 EPS · 5 sales | - |
| 2023Q2ended 2023-06-30 | 2023-07-27 16:30 | 0.730 | 0.625 | 0.699 | 90.46 | 88.89 | EPS +16.8% · sales +1.8% | vs 2022Q2, year-ago quarter · EPS +35.2% · sales +19.4% | 6 EPS · 5 sales | - |
| 2023Q1ended 2023-03-31 | 2023-04-27 16:30 | 0.650 | 0.625 | 0.638 | 90.86 | 88.49 | EPS +4.0% · sales +2.7% | vs 2022Q1, year-ago quarter · EPS +12.1% · sales +16.2% | 6 EPS · 5 sales | - |
| 2022Q4ended 2022-12-31 | 2023-01-26 16:30 | 0.670 | 0.593 | 0.652 | 88.06 | 84.87 | EPS +12.9% · sales +3.8% | vs 2021Q4, year-ago quarter · EPS -2.9% · sales +9.1% | 6 EPS · 5 sales | - |
Annual earnings
2025FY EPS 3.000 beat 2.948, from 2.760 a year earlier. Sales 446.27 beat 440.55, from 406.9 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 | - | 3.820 | - | - | 531.69 | 10.29 |
| 2027FYestimate | - | 3.595 | - | - | 510.06 | 10.94 |
| 2026FYestimate | - | 3.505 | - | - | 470.41 | 11.22 |
| 2025FY | 3.000 | 2.948 | 2.890 | 446.27 | 440.55 | 9.72 |
| 2024FY | 2.760 | 2.683 | 2.754 | 406.9 | 403.18 | 10.51 |
| 2023FY | 2.890 | 2.828 | 2.667 | 386.94 | 387.87 | 8.15 |
| 2022FY | 2.360 | 2.327 | 2.342 | 322.64 | 320.15 | 9.73 |
| 2021FY | 2.710 | 2.572 | 2.398 | 310.64 | 305.75 | 10.09 |
| 2020FY | 0.960 | 0.912 | 0.958 | 277.04 | 271.33 | 16.09 |
| 2019FY | 1.620 | 1.567 | 1.480 | 271.78 | 270.9 | 12.08 |
| 2018FY | 1.430 | 1.252 | 1.182 | 230.24 | 226 | 11.65 |
| 2017FY | 0.926 | 0.854 | 0.378 | 172.97 | 173.13 | 24.81 |
Estimate revisions
Latest snapshot of each period and type. 2026FY E 3.51 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-10-26 | 3.51 | +1.1% |
| 2026Q4 | E | per share | 2026-10-26 | 0.83 | -0.4% |
| 2026FY | R | per share | 2026-10-26 | 3.50 | +1.0% |
| 2026Q4 | R | per share | 2026-10-26 | 0.83 | -0.4% |
| 2026FY | S | - | 2026-10-26 | 470.41 | +0.2% |
| 2026Q4 | S | - | 2026-10-26 | 118.96 | +0.1% |
| 2026Q3 | E | per share | 2026-10-13 | 0.82 | 0.0% |
| 2026Q3 | R | per share | 2026-10-13 | 0.82 | 0.0% |
| 2026Q3 | S | - | 2026-10-07 | 116.88 | 0.0% |
| 2026Q2 | E | per share | 2026-07-14 | 0.79 | 0.0% |
| 2026Q2 | R | per share | 2026-07-14 | 0.79 | 0.0% |
| 2026Q2 | S | - | 2026-07-08 | 115.78 | 0.0% |
| 2026Q1 | E | per share | 2026-04-08 | 0.75 | 0.0% |
| 2026Q1 | R | per share | 2026-04-08 | 0.75 | 0.0% |
| 2026Q1 | S | - | 2026-04-08 | 114.14 | 0.0% |
| 2025FY | E | per share | 2026-01-11 | 2.95 | 0.0% |
| 2025FY | R | per share | 2026-01-11 | 2.84 | 0.0% |
| 2025Q4 | E | per share | 2026-01-07 | 0.72 | 0.0% |
| 2025Q4 | R | per share | 2026-01-07 | 0.72 | 0.0% |
| 2025FY | S | - | 2026-01-07 | 440.55 | 0.0% |
| 2025Q4 | S | - | 2026-01-07 | 112.31 | 0.0% |
| 2025Q3 | E | per share | 2025-10-12 | 0.72 | 0.0% |
| 2025Q3 | R | per share | 2025-10-12 | 0.72 | 0.0% |
| 2025Q3 | S | - | 2025-10-08 | 111.09 | -0.1% |
| 2025Q2 | E | per share | 2025-07-16 | 0.67 | 0.0% |
| 2025Q2 | R | per share | 2025-07-16 | 0.60 | 0.0% |
| 2025Q2 | S | - | 2025-07-09 | 107 | 0.0% |
| 2025Q1 | E | per share | 2025-04-21 | 0.62 | 0.0% |
| 2025Q1 | R | per share | 2025-04-21 | 0.62 | 0.0% |
| 2025Q1 | S | - | 2025-04-12 | 100.82 | 0.0% |
| 2024Q4 | E | per share | 2025-01-14 | 0.61 | 0.0% |
| 2024Q4 | R | per share | 2025-01-14 | 0.61 | 0.0% |
| 2024FY | E | per share | 2025-01-11 | 2.68 | 0.0% |
| 2024FY | R | per share | 2025-01-11 | 2.67 | 0.0% |
| 2024FY | S | - | 2025-01-11 | 403.18 | 0.0% |
| 2024Q4 | S | - | 2025-01-11 | 100.37 | 0.0% |
| 2024Q3 | E | per share | 2024-10-14 | 0.65 | 0.0% |
| 2024Q3 | R | per share | 2024-10-14 | 0.65 | 0.0% |
| 2024Q3 | S | - | 2024-10-09 | 101.08 | 0.0% |
| 2024Q2 | E | per share | 2024-07-10 | 0.63 | 0.0% |
| 2024Q2 | R | per share | 2024-07-10 | 0.63 | 0.0% |
| 2024Q2 | S | per share | 2024-07-10 | 99.21 | 0.0% |
| 2024Q1 | E | per share | 2024-04-21 | 0.64 | 0.0% |
| 2024Q1 | R | per share | 2024-04-21 | 0.64 | 0.0% |
| 2024Q1 | S | per share | 2024-04-10 | 98.06 | 0.0% |
| 2023FY | E | per share | 2024-01-14 | 2.83 | 0.0% |
| 2023FY | R | per share | 2024-01-14 | 2.64 | 0.0% |
| 2023FY | S | - | 2024-01-10 | 387.87 | 0.0% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.378 | 1.182 | 1.48 | 0.958 | 2.398 | 2.342 | 2.667 | 2.754 | 2.886 | 3.431 | - |
| Sales USD millions | 189 | 256 | 318 | 300 | 323 | 357 | 534 | 622 | 629 | 638 | - |
| Shares million shares | 29 | 36 | 38 | 39 | 39 | 37 | 44 | 44 | 46 | - | 45 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.69 | 0.686 | 0.638 | 0.661 | 0.82 | 0.762 | 0.834 | 0.897 | 0.938 |
| Sales USD millions | 160 | 154 | 149 | 158 | 164 | 159 | 155 | 160 | 165 |
| Shares million shares | 44 | 44 | 45 | 46 | 46 | 46 | 45 | 45 | 45 |
Income statement, annual
The statement feed did not come back.
Income statement, quarterly
The feed stopped.
The statement feed did not come back.
Balance sheet, annual
The statement feed did not come back.
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 | 169.69 | 113.55+3.3% | 109.93-37.0% | 174.44-4.9% | 183.50+52.3% | 120.52+59.4% | 75.62+57.4% | 48.03-46.1% | 89.09 |
| Extraordinary Item | 0.00 | 0.00-100.0% | 1.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 20.19 | 26.76-57.4% | 62.76 | -8.37-122.7% | 36.84 | -46.09-238.0% | 33.40 | -18.72 | -9.16 |
| Cash from Operating Activities | 189.88 | 140.32-19.2% | 173.76+4.6% | 166.07-24.6% | 220.33+196.0% | 74.43-31.7% | 109.02+272.0% | 29.31-63.3% | 79.94 |
| Capital Expenditures | -2.77 | -4.00 | -3.99 | -3.86 | -3.63 | -70.78 | -3.92 | -4.27 | -2.58 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 61.83+9872.6% | 0.62-92.1% | 7.83+26000.0% | 0.03-90.0% | 0.30+900.0% | 0.03-99.3% | 4.31-80.2% | 21.81 |
| Purchase or Sale of Investments | -170.54 | 176.55 | -70.21-171.4% | 98.34+8.9% | 90.28+81.5% | 49.74 | -328.47 | -225.65 | -86.99 |
| Purchase of Investments | -627.91 | -182.62 | -352.37 | -185.53 | -104.08 | -645.46 | -977.83 | -549.87 | -206.05 |
| Sale Or Maturity of Investments | 457.38 | 359.17+27.3% | 282.16-0.6% | 283.87+46.1% | 194.36-72.0% | 695.20+7.1% | 649.36+100.3% | 324.22+172.3% | 119.05 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 1.95 | 3.88-35.8% | 6.04 | 0.00 | 0.00 | 0.00-100.0% | 0.07 | 0.00 | 0.00 |
| Cash from Investing Activities | -208.54 | -223.59 | -324.88 | -336.24 | -819.86 | -236.05 | -886.36 | -250.56 | -369.40 |
| Cash Dividends Paid | -21.79 | -18.16 | -15.85 | -14.59 | -13.60 | -12.05 | -6.49 | -0.78 | -0.78 |
| Change in Capital Stock | -47.02 | -21.83-583.0% | 4.52+152.5% | 1.79 | -26.21 | -26.73-1463.8% | 1.96-47.5% | 3.73+46.9% | 2.54 |
| Repurchase of Common Pref Stock | -48.78 | -23.73 | 0.00 | 0.00 | -27.71 | -28.87 | -1.67 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 1.75 | 1.90-58.0% | 4.52+152.5% | 1.79+18.5% | 1.51-29.4% | 2.14-41.0% | 3.63-2.7% | 3.73+46.9% | 2.54 |
| Proceedsfrom Stock Options | 1.75 | 1.90-58.0% | 4.52+152.5% | 1.79+18.5% | 1.51-29.4% | 2.14-41.0% | 3.63+525.9% | 0.58+190.0% | 0.20 |
| Issuance or Reduction of Debt, Net | -162.61 | -200.28-189.6% | 223.58 | -285.66-336.7% | 120.68 | -128.18-171.2% | 180.02+158.9% | 69.52+4.6% | 66.49 |
| Change in Long Term Debt | -44.51 | -11.67 | -6.67-136.4% | 18.33 | 0.00 | -371.91-183.8% | 443.67 | 0.00 | 0.00 |
| Issuance of Long Term Debt | -44.51 | 0.00 | 0.00-100.0% | 20.00 | 0.00-100.0% | 196.68-62.4% | 523.15 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | -11.67 | -6.67 | -1.67 | 0.00 | -568.59 | -79.48 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 0.00 | 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 | - | - | 0.00 | 0.00 |
| Cash from Financing Activities | -21.68 | -330.77-167.1% | 492.76+127.1% | 216.96-65.1% | 620.95+163.0% | 236.13-69.7% | 780.01+333.1% | 180.12-49.0% | 352.98 |
| Net Change in Cash | -40.34 | -414.04-222.9% | 337.00+620.4% | 46.78+118.4% | 21.42-71.3% | 74.51+2680.2% | 2.68 | -41.12-164.7% | 63.51 |
| Free Cash Flow | 187.11 | 136.32-19.7% | 169.77+4.7% | 162.21-25.1% | 216.70+200.2% | 72.19-31.3% | 105.11+319.6% | 25.05-67.6% | 77.36 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | -0.20 | -0.78 | -0.78 | -0.78 | -0.78 |
| Price to Free Cash Flow ratio | 9.92 | 11.12 | 8.26 | 6.46 | 4.24 | 17.45 | 6.00 | 30.64 | 7.44 |
| Federal Home Loan Advances Increase (Decrease) | - | 6.14 | -11.15-174.5% | 14.96 | -6.20 | -11.49-198.9% | 11.62 | -2.51 | -1.50 |
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 | 54.22-23.0% | 77.16+2.7% | 62.34-15.1% | 60.18+2.4% | 70.41-8.6% | 75.11+10.1% | 73.45+25.3% | 58.76-2.8% |
| Investments | 1,876.13+5.6% | 1,803.54-0.1% | 1,853.73-6.4% | 1,564.54-21.9% | 1,775.97-9.8% | 1,805.66-16.3% | 1,979.54-4.4% | 2,003.09+24.7% |
| Net Loans | 7,348.48+0.2% | 7,430.55+2.9% | 7,366.39+6.4% | 7,400.53+8.7% | 7,335.04+8.2% | 7,220.33+6.3% | 6,925.42+3.7% | 6,808.83+3.4% |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 64.59-5.7% | 64.81-7.4% | 65.73-6.3% | 67.02-4.7% | 68.53-6.4% | 69.96-5.7% | 70.16-6.2% | 70.30-11.1% |
| Interest Receivables | 39.20-5.4% | 38.58-6.5% | 40.09+0.4% | 39.82-2.0% | 41.43+1.7% | 41.24-7.3% | 39.94-8.7% | 40.65-7.4% |
| Deferred Tax Assets | 57.12+14.4% | 40.62-28.9% | 45.52-10.2% | 119.31-7.6% | 49.92+32.3% | 57.10+16.8% | 50.70-4.4% | 129.19-2.5% |
| Other Intangible Assets | 456.25-1.7% | 474.05+6.9% | 470.39+7.7% | 472.80+4.9% | 464.28+4.6% | 443.31-0.3% | 436.72+1.7% | 450.76-1.0% |
| Total Assets | 9,898.78+0.9% | 9,932.47+2.2% | 9,909.68+3.4% | 9,730.21+1.7% | 9,812.38+4.1% | 9,720.22+0.9% | 9,584.73+1.9% | 9,569.26+6.7% |
| Total Deposits | 8,039.11+2.7% | 7,870.76+0.8% | 7,801.82+3.3% | 7,647.44+2.5% | 7,828.20+4.4% | 7,810.48+6.3% | 7,553.31+2.8% | 7,458.63+3.9% |
| Total Debt | 428.22-27.7% | 615.74+7.9% | 659.29-10.3% | 574.80-25.8% | 592.12-12.3% | 570.77-46.9% | 735.06-16.3% | 774.65+39.9% |
| Long Term Debt | 154.83-32.7% | 153.76-0.8% | 152.33-1.2% | 152.04-7.3% | 230.03+36.5% | 154.95-8.6% | 154.13-9.6% | 164.06-11.0% |
| Provision for Risks Charges | 0.00-100.0% | 0.00-100.0% | 0.00-100.0% | 3.21+34.3% | 3.34 | 3.14 | 2.49 | 2.39-34.3% |
| Deferred Tax Liabilities | - | - | - | 77.53+6.6% | - | - | - | 72.73-11.8% |
| Other Liabilities | 156.21+3.4% | 141.75-1.2% | 168.29+3.4% | 159.31-5.9% | 151.03-2.7% | 143.42-19.7% | 162.79-6.1% | 169.36+7.6% |
| Total Liabilities | 8,623.54+0.6% | 8,628.25+1.2% | 8,629.39+2.1% | 8,462.30-0.2% | 8,574.69+3.0% | 8,527.80-0.8% | 8,453.65+0.6% | 8,477.77+6.3% |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 1,275.24+3.0% | 1,304.21+9.4% | 1,280.29+13.2% | 1,267.91+16.2% | 1,237.68+12.9% | 1,192.42+15.4% | 1,131.08+12.1% | 1,091.50+10.2% |
| Total Shareholders Equity | 1,275.24+3.0% | 1,304.21+9.4% | 1,280.29+13.2% | 1,267.91+16.2% | 1,237.68+12.9% | 1,192.42+15.4% | 1,131.08+12.1% | 1,091.50+10.2% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 1,275.24+3.0% | 1,304.21+9.4% | 1,280.29+13.2% | 1,267.91+16.2% | 1,237.68+12.9% | 1,192.42+15.4% | 1,131.08+12.1% | 1,091.50+10.2% |
| Total Liabilities & Stockholders Equity | 9,898.78+0.9% | 9,932.47+2.2% | 9,909.68+3.4% | 9,730.21+1.7% | 9,812.38+4.1% | 9,720.22+0.9% | 9,584.73+1.9% | 9,569.26+6.7% |
| Book Value Per Share per share | 28.55+5.8% | 28.86+11.0% | 28.17+11.3% | 27.84+13.4% | 26.99+9.3% | 26.00+11.2% | 25.32+10.7% | 24.55+8.5% |
| Tangible Book Value Per Share per share | 24.14+6.9% | 24.48+13.5% | 23.79+13.8% | 23.44+16.7% | 22.58+11.7% | 21.56+14.4% | 20.91+14.3% | 20.09+11.7% |
| Tier 1 Capital | 1,269.15+8.1% | 1,250.97+9.8% | 1,221.19+11.6% | 1,198.86+11.7% | 1,174.24+12.6% | 1,139.10+12.7% | 1,093.80+11.5% | 1,073.04+12.2% |
| Tier 2 Capital | 186.18-22.7% | 187.20+2.9% | 184.20+4.8% | 184.30+8.8% | 240.75+41.6% | 181.99+6.8% | 175.78+2.0% | 169.35+1.1% |
| Full-Time Employees people | - | - | - | 1,018-0.9% | - | - | - | 1,027-2.7% |
| Price to Book Ratio ratio | 1.37 | 1.34 | 1.13 | 1.08 | 1.07 | 1.06 | 1.07 | 1.17 |
| Return on Assets % | 1.56 | 1.52 | 1.43 | 1.35 | 1.31 | 1.23 | 1.25 | 1.30 |
| Return on Equity % | 12.26 | 11.97 | 11.56 | 11.02 | 10.78 | 10.69 | 11.08 | 11.60 |
| Return on Invested Capital % | 2.92 | 2.76 | 2.62 | 2.43 | 2.53 | 2.23 | 2.20 | 2.41 |
| Current Ratio ratio | 0.04 | 0.03 | 0.03 | 0.03 | 0.05 | 0.04 | 0.07 | 0.09 |
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 | 64.54+55.6% | 52.76-9.3% | 1.74 | 50.65+99.4% | 41.47-23.9% | 58.15+30.8% | -36.72 | 25.40-58.6% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 1.07 |
| Changes in Working Capital | -2.02 | -38.59 | 52.81-17.2% | 7.99-68.1% | -3.12 | -41.89 | 63.78-16.9% | 25.02 |
| Cash from Operating Activities | 62.52+63.0% | 14.17-12.9% | 54.55+101.6% | 58.65+13.9% | 38.35+93.8% | 16.27-59.5% | 27.06-56.6% | 51.49 |
| Capital Expenditures | -0.79 | -1.01 | -0.46 | -0.52 | -0.38 | -1.09 | -2.01 | -2.10 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00-100.0% | 0.00 | 0.00-100.0% | 0.00 | 61.83 | 0.00-100.0% | 0.26 |
| Purchase or Sale of Investments | -71.12-185.6% | 38.80-40.0% | -259.72 | 121.50+162.2% | 83.10 | 64.66 | -92.71 | 46.33 |
| Purchase of Investments | -224.24 | -58.52 | -313.81 | -31.35 | 0.00 | -3.02 | -148.25 | -35.50 |
| Sale Or Maturity of Investments | 153.12+84.3% | 97.32+43.8% | 54.08-2.6% | 152.85+86.8% | 83.10+81.5% | 67.68-27.4% | 55.54-9.4% | 81.83+159.2% |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 1.95 | 0.00-100.0% | 0.00 | 0.00-100.0% | 0.00-100.0% | 3.88+1285.7% | 0.00-100.0% | 3.82 |
| Cash from Investing Activities | 8.35 | -29.89 | -229.51 | 42.50+625.3% | -31.93 | -16.20 | -217.96 | 5.86 |
| Cash Dividends Paid | -6.23 | -5.70 | -5.36 | -4.51 | -4.51 | -4.78 | -4.37 | -3.93 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -20.04 | -8.26 | -9.69 | -9.03-784.1% | -0.06-102.6% | -12.07-1471.6% | -0.67 | 1.32+57.1% |
| Repurchase of Common Pref Stock | -20.16 | -9.05 | -9.81 | -9.75 | -0.19 | -13.10 | -0.69 | 0.00 |
| Sale of Common Pref Stock | 0.12-14.3% | 0.79-23.3% | 0.12+1100.0% | 0.72-45.5% | 0.14-94.0% | 1.03+17.0% | 0.01 | 1.32+57.1% |
| Proceedsfrom Stock Options | 0.12-14.3% | 0.79-23.3% | 0.12+1100.0% | 0.72-45.5% | 0.14-94.0% | 1.03+17.0% | 0.01 | 1.32+57.1% |
| Issuance or Reduction of Debt, Net | -187.82-988.9% | -44.07 | 84.92 | -16.75-116.8% | 21.13 | -164.13-183.1% | -40.53-112.4% | 99.99 |
| Change in Long Term Debt | 16.70-77.4% | 0.00 | 12.75 | -73.95 | 73.95 | 0.00 | -11.67 | -1.67-109.1% |
| Issuance of Long Term Debt | 16.70-77.4% | 0.00 | 12.75 | -73.95 | 73.95 | 0.00 | 0.00 | 0.00-100.0% |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -11.67 | -1.67 |
| 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 | -45.75-233.6% | 10.91 | 224.23+356.9% | -211.07-464.9% | 34.25 | -203.03-206.3% | 49.08-90.1% | 57.84 |
| Net Change in Cash | 25.12-38.2% | -4.81 | 49.27 | -109.92-199.4% | 40.67 | -202.96-316.8% | -141.82-134.5% | 110.54 |
| Free Cash Flow | 61.73+62.6% | 13.16-13.3% | 54.09+115.9% | 58.13+17.7% | 37.97+98.4% | 15.18-61.5% | 25.05-59.5% | 49.39 |
| Price to Free Cash Flow ratio | 9.92 | 11.77 | 9.73 | 11.18 | 11.44 | 13.25 | 9.93 | 8.32 |
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 | 406.90 | 446.27 | +9.7% | 100.0% |
| Total | 406.90 | 446.27 | +9.7% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| United States | 406.90 | 446.27 | +9.7% | 100.0% |
| Total | 406.90 | 446.27 | +9.7% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.51% | 1.4M | 32.0M | 250.01K |
| 2026-10-15 | 4.25% | 1.4M | 32.4M | 264.28K |
| 2026-09-30 | 4.38% | 1.4M | 32.4M | 277.28K |
| 2026-09-15 | 3.59% | 1.2M | 32.4M | 306.05K |
| 2026-08-31 | 3.04% | 1.0M | 32.5M | 303.20K |
| 2026-08-14 | 2.67% | 0.9M | 32.5M | 292.13K |
| 2026-07-31 | 2.74% | 0.9M | 32.1M | 318.22K |
| 2026-07-15 | 3.02% | 1.0M | 32.2M | 300.47K |
| 2026-06-30 | 2.45% | 0.8M | 32.2M | 275.25K |
| 2026-06-15 | 1.68% | 0.5M | 32.2M | 231.13K |
| 2026-05-29 | 1.69% | 0.6M | 32.9M | 207.84K |
| 2026-05-15 | 1.59% | 0.5M | 32.9M | 209.67K |
| 2026-04-30 | 1.65% | 0.5M | 32.4M | 180.11K |
| 2026-04-15 | 1.69% | 0.6M | 34.1M | 187.67K |
| 2026-03-31 | 1.93% | 0.6M | 32.6M | 191.35K |
| 2026-03-13 | 1.79% | 0.6M | 32.6M | 192.83K |
| 2026-02-27 | 1.55% | 0.5M | 32.6M | 200.41K |
| 2026-02-13 | 1.52% | 0.5M | 32.8M | 205.52K |
| 2026-01-30 | 1.28% | 0.4M | 32.8M | 206.54K |
| 2026-01-15 | 1.05% | 0.3M | 32.8M | 197.00K |
Option chain
Expiry - · underlying - · ATM -
Option quotes -. A date on a row is older than the last session (12 Nov). 0 rows.
Implied move — the ATM straddle is not quoted.
Put/call open interest — no 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | |||||||||||||
Latest SEC filings
30 of 765AllAll annual, quarterly, and current reportsInsider equity awards, transactions, and ownership (Section 16 Reports)Beneficial ownership reportsExempt offeringsRegistration statements and prospectusesFiling review correspondenceSEC orders and noticesProxy materialsTender offers and going private transactionsTrust indenture filings
10-Q filed 2026-11-06, period ended 2026-09-30. 10-K filed 2026-02-27, period ended 2025-12-31. BY on EDGAR
page 1 of 26Next →
| Filed | Form | Description | Period | Document |
|---|---|---|---|---|
| 2026-11-06 | 10-Q | All annual, quarterly, and current reports | 2026-09-30 | 0001193125-26-451875 index |
| 2026-11-02 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-29 · transaction | 0001368185-26-000006 index |
| 2026-10-29 | 144 | no category | no report period | 0001969223-26-001102 index |
| 2026-10-26 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-10-26 · transaction | 0001978033-26-000002 index |
| 2026-10-22 | 8-K | All annual, quarterly, and current reports | 2026-10-22 | 0001193125-26-428935 index |
| 2026-10-08 | 8-K | All annual, quarterly, and current reports | 2026-10-08 | 0001193125-26-418064 index |
| 2026-10-06 | 8-K | All annual, quarterly, and current reports | 2026-10-06 | 0001193125-26-415585 index |
| 2026-08-20 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-19 · transaction | 0001772766-26-000004 index |
| 2026-08-20 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-19 · transaction | 0001739310-26-000004 index |
| 2026-08-17 | SCHEDULE 13G/A | Beneficial ownership reports | no report period | 0001710094-26-000004 index |
| 2026-08-14 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-13 · transaction | 0001214993-26-000004 index |
| 2026-08-13 | 144 | no category | no report period | 0001628280-26-056540 index |
| 2026-08-12 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-12 · transaction | 0001858291-26-000004 index |
| 2026-08-12 | 144 | no category | no report period | 0001628280-26-056034 index |
| 2026-08-11 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-07 · transaction | 0001710094-26-000002 index |
| 2026-08-11 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-07 · transaction | 0001709907-26-000002 index |
| 2026-08-06 | 10-Q | All annual, quarterly, and current reports | 2026-06-30 | 0001193125-26-337960 index |
| 2026-08-04 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-08-03 · transaction | 0001368185-26-000004 index |
| 2026-08-03 | 144 | no category | no report period | 0001628280-26-051781 index |
| 2026-07-23 | 8-K | All annual, quarterly, and current reports | 2026-07-23 | 0001193125-26-314126 index |
| 2026-06-10 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-06-08 · transaction | 0001925724-26-000004 index |
| 2026-06-10 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-06-08 · transaction | 0001280486-26-000006 index |
| 2026-06-03 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-06-02 · transaction | 0001925724-26-000002 index |
| 2026-06-03 | S-8 | Registration statements and prospectuses | no report period | 0001193125-26-255801 index |
| 2026-06-03 | 8-K | All annual, quarterly, and current reports | 2026-06-02 | 0001193125-26-254620 index |
| 2026-05-22 | 8-K | All annual, quarterly, and current reports | 2026-05-22 | 0001193125-26-236809 index |
| 2026-05-04 | 4 | Insider equity awards, transactions, and ownership (Section 16 Reports) | 2026-05-04 · transaction | 0001739310-26-000002 index |
| 2026-05-01 | 10-Q | All annual, quarterly, and current reports | 2026-03-31 | 0001193125-26-201603 index |
| 2026-04-24 | DEFA14A | Proxy materials | no report period | 0001193125-26-175025 index |
| 2026-04-23 | 8-K | All annual, quarterly, and current reports | 2026-04-23 | 0001193125-26-173737 index |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 44.79K | 1 | 626.62K | 1 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 15.35K | 2 | 24.33M | 4 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 3.20K | 1 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 9.25K | 1 | 0 | 0 |
| 2026-02 | 24.85K | 1 | 145.78K | 1 |
| 2026-01 | 5.24K | 1 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 7.73% |
| DIMENSIONAL FUND ADVISORS LP | 5.50% |
| T. Rowe Price Investment Management, Inc. | 3.29% |
| STATE STREET CORP | 2.63% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.62% |
| AMERICAN CENTURY COMPANIES INC | 2.43% |
| FEDERATED HERMES, INC. | 2.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.08% |
| Boston Partners | 2.01% |
| AQR CAPITAL MANAGEMENT LLC | 1.79% |
Funds
| Fund | % owned |
|---|---|
| Performance Trust Total Return Bond Fund | 14.38% |
| Performance Trust Multisector Bond Fund | 3.87% |
| Avantis U.S. Small Cap Value ETF | 1.98% |
| iShares Russell 2000 ETF | 1.95% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 1.74% |
| Federated Hermes MDT Small Cap Core Fund | 1.50% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1.40% |
| U.S. SMALL CAP VALUE PORTFOLIO | 1.15% |
| VANGUARD EXTENDED MARKET INDEX FUND | 0.83% |
| College Retirement Equities Fund - Total Global Stock Account | 0.76% |
OakChart. BY. Cached 15 minutes. Terms
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