Coastal Financial Corp
CCBFinancial·Banks - Regional·USA·Small·NASD·Nov 12 • 3:59 PM ET
43.24-0.22 (-0.51%)
2026-11-13 13:16 CET
Market cap
$661.20M
Revenue, TTM
- USD m
Net income, TTM
-3.65 USD m
Free cash flow, TTM
244.94 USD m
EPS diluted, TTM
-0.27
Price
CCB against its 20, 50 and 200-day averagesPatternshover a marker to name it
64.0% under the 52-week high of 120.05 on 22 Dec 2025. 52-week low 35.56 on 28 Sep 2026. Last 15 sessions, 14.4% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 3
CANSLIM 2 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); 52-Week High/Low: 0-10% below High; Performance: Year +50%
VCP 2 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Average True Range: Under 2
Minervini 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 0 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 0 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; Average Volume: Over 500K; 52-Week High/Low: 0-10% below High
Breakout 0 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200
Growth 1 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Return on Equity: Over +15%
Quality 0 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); Current Ratio: Over 1 — not on the tape: P/E: Under 25
Value 1 of 4 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1) — not on the tape: P/E: Under 15
Income 1 of 4 — fails: Dividend Growth: Growing 2+ Years — not on the tape: Dividend Yield: Over 2%; P/E: Under 25
Small Cap 1 of 4 — fails: Average Volume: Over 500K; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 1 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200; Performance: Year Up
Relative Strength 0 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200; Average Volume: Over 500K
Profile
CCB52-week range, 9% of the way up
35.56120.05
Coastal Financial Corp. is a bank holding company, which engages in the provision of banking products and services to small and medium-sized businesses, professionals, and individuals. It operates through the Community Bank and CCBX segments. The Community Bank segment is involved in banking products and services to consumers and small to medium sized businesses in the broader Puget Sound region in the state of Washington. The CCBX segment focuses on the BaaS that allows broker-dealer and digital financial service partners to offer their customers banking services. The company was founded by Lee Pintar on July 9, 2003 and is headquartered in Everett, WA.
| Index | RUT |
|---|---|
| Employees | 483 |
| IPO | Jul 18, 2018 |
| Beta | 0.80 |
| ATR, 14d | 2.00 |
| Rel volume | 0.00 |
| Short float | 9.89% |
| Insider own | 15.06% |
| Inst own | 77.13% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | $661.20M |
| Enterprise Value | - |
| Income | -3.65M |
| Sales | 734.19M |
| Book / share | 31.28 |
| Cash / share | - |
| Dividend Est. | - |
| Dividend TTM | - |
| Dividend Ex-Date | - |
| Dividend Gr. 3/5Y | - - |
| Payout | 0.00% |
| Employees | 483 |
| IPO | Jul 18, 2018 |
Ratios
| Price / earnings | - |
|---|---|
| Forward price / earnings | 8.34 |
| Price / earnings / growth | 0.28 |
| Price / sales | 0.90 |
| Price / book | 1.38 |
| Price / cash | - |
| Price / free cash flow | 2.70 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.24 |
| Debt / equity | 0.11 |
| Long-term debt / equity | 0.11 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | -0.27 |
|---|---|
| Earnings next year | 5.18 |
| Earnings next quarter | 1.01 |
| Earnings this year | -94.08% |
| Earnings next year | 2779.17% |
| Earnings growth, 5 years | 29.31% |
| Past earnings growth | 0.61% 19.80% |
| Past sales growth | 27.80% 56.17% |
| Earnings vs last year | -107.08% |
| Sales vs last year | 9.84% |
| Earnings vs last quarter | 1.61% |
| Sales vs last quarter | 3.94% |
| Earnings | Oct 29 BMO |
| Surprise | -7.47% -6.00% |
Ownership
| Insiders own | 15.06% |
|---|---|
| Insider trades | 0.80% |
| Institutions own | 77.13% |
| Institution trades | -5.63% |
| Return on assets | -0.07% |
| Return on equity | -0.77% |
| Return on capital | -0.69% |
| Gross Margin | - |
| Operating margin | -0.68% |
| Profit Margin | -0.50% |
| 20-day average | -1.30% |
| 50-day average | -1.44% |
| 200-day average | -33.71% |
Technical
| Shares out | 15.29M |
|---|---|
| Shares floating | 12.99M |
| Short / float | 9.89% |
| Short ratio | 6.11 |
| Short interest | 1.28M |
| 52-week high | 120.05 -64.0% |
| 52-week low | 35.56 +21.6% |
| Volatility | 3.75% 4.44% |
| Average range | 2.00 |
| Strength index | 48.26 |
| Market sensitivity | 0.80 |
| Relative volume | 0.00 |
| Avg Volume | 210.41K |
| Volume | 0 |
Performance
| Perf Week | -0.02% |
|---|---|
| Perf Month | 5.21% |
| Perf Quarter | -17.59% |
| Perf Half Y | -37.97% |
| Perf YTD | -62.27% |
| Perf Year | -60.79% |
| Perf 3Y | 12.96% |
| Perf 5Y | -1.66% |
| Perf 10Y | - |
| Recommendation | 1.25 |
| Target Price | 53.25 |
| Prev Close | 43.24 |
| Price | 43.24 |
| Change % | 0.00% |
Analyst ratings
latest 9 of 9| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 31, 2026 | Downgrade | Raymond James | Strong Buy → Outperform | $50 | +15.6% |
| Jan 30, 2026 | Reiterated | Hovde Group | Outperform | $140 → $133 | +207.6% |
| Sep 25, 2025 | Initiated | TD Cowen | Buy | $140 | +223.8% |
| Apr 30, 2025 | Reiterated | Hovde Group | Outperform | $120 → $110 | +154.4% |
| Oct 29, 2024 | Reiterated | Hovde Group | Outperform | $67 → $76 | +75.8% |
| Jul 30, 2024 | Reiterated | Hovde Group | Outperform | $55 → $67 | +54.9% |
| May 03, 2024 | Reiterated | Hovde Group | Outperform | $57.50 → $55 | +27.2% |
| Oct 28, 2022 | Resumed | Raymond James | Strong Buy | $57 | +31.8% |
| Jan 13, 2022 | Initiated | Raymond James | Strong Buy | $69 | +59.6% |
Peers
Mkt capInsider trading
latest 14 of 32| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| HOVDE STEVEN D | Director | Aug 06 '26 | Buy | 43.83 | 10,000 | 438,250 | 26,500 | Aug 07 07:36 PM |
| HOVDE STEVEN D | Director | Aug 05 '26 | Buy | 44.00 | 5,000 | 220,000 | 16,500 | Aug 07 07:36 PM |
| Sprink Eric M | CEO | Aug 06 '26 | Buy | 44.45 | 10,000 | 444,500 | 173,238 | Aug 07 07:35 PM |
| Adams Christopher D | Executive Chair | Aug 07 '26 | Buy | 45.15 | 290 | 13,094 | 30,407 | Aug 07 07:32 PM |
| Hamilton Brian T | Officer | Aug 03 '26 | Proposed Sale | 41.80 | 226 | 9,447 | Aug 03 04:34 PM | |
| Hamilton Brian T | Officer | Jul 01 '26 | Proposed Sale | 77.72 | 229 | 17,798 | Jul 01 04:28 PM | |
| Hamilton Brian T | President of CCBX | Jun 02 '26 | Sale | 71.42 | 7,000 | 499,961 | 67,571 | Jun 02 08:33 PM |
| Hamilton Brian T | Officer | Jun 02 '26 | Proposed Sale | 71.34 | 230 | 16,408 | Jun 02 04:03 PM | |
| Lane Thomas D | Director | May 08 '26 | Sale | 72.60 | 300 | 21,780 | 0 | May 11 02:23 PM |
| Hamilton Brian T | President of CCBX | May 01 '26 | Sale | 75.44 | 3,079 | 232,273 | 74,571 | May 01 09:10 PM |
| Hamilton Brian T | Officer | May 01 '26 | Proposed Sale | 75.44 | 10,309 | 777,688 | May 01 04:09 PM | |
| Hamilton Brian T | Officer | Apr 01 '26 | Proposed Sale | 76.68 | 228 | 17,484 | Apr 01 04:13 PM | |
| Hamilton Brian T | Officer | Mar 30 '26 | Proposed Sale | 75.82 | 2,157 | 163,549 | Mar 30 05:57 PM | |
| Hamilton Brian T | President of CCBX | Mar 03 '26 | Sale | 72.37 | 146 | 10,566 | 77,186 | Mar 03 04:26 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.86B |
| KRE | State Street SPDR S&P Regional Banking ETF | AUM: 4.36B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| IWO | iShares Russell 2000 Growth ETF | AUM: 14.25B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.64B |
| SCHA | Schwab U.S. Small-Cap ETF | AUM: 22.44B |
| VTWO | Vanguard Russell 2000 Index ETF | AUM: 16.90B |
| FESM | Fidelity Enhanced Small Cap Core ETF | AUM: 6.90B |
| DFMC | U.S. Micro Cap Portfolio ETF Class Shares | AUM: 213.58M |
News
latest 14 of 200- Kaplan Fox & Kilsheimer LLP Encourages Coastal Financial Corporation (CCB) Investors With Losses to Seek Appointment as Lead Plaintiff Before December 1, 2026 (Newsfile)
- Coastal Financial Corporation Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - CCB (PR Newswire)
- Kaplan Fox Urges Investors of Coastal Financial Corporation (CCB) to Seek a Leadership Role Before December 1, 2026 (Newsfile)
- Kaplan Fox Encourages Coastal Financial Corporation (CCB) Investors Seeking Recovery to Contact the Firm Before December 1, 2026 (Newsfile)
- Coastal Financial Returns To Profit But Misses EPS Estimates As Margin Compression And The Bluevine Exit Offset Fee Momentum (Earnings Whispers) -7.36%
- Coastal Financial Corporation Announces Third Quarter 2026 Results (GlobeNewswire)
- Shareholders who lost money in shares of Coastal Financial Corporation (NASDAQ: CCB) should contact Wolf Haldenstein Immediately (PR Newswire)
- Coastal Financial Must Prove Last Quarter's $2.76 Loss Was A One-Off (Earnings Whispers)
- Coastal Financial Corporation to Report Third Quarter 2026 Results and Host a Conference Call on October 29, 2026 (GlobeNewswire)
- Did You Lose Money Investing in Coastal Financial Corporation? Robbins LLP Urges Investors with Large Losses to Contact the Firm for Information About Their Rights Against CCB (Newsfile)
- CCB Investors: Coastal Financial Corporation Shares Declined By $30.75 On July 30, 2026 - Contact Kirby McInerney LLP to Discuss Your Rights (Business Wire)
- Shareholders who lost money in shares of acquired Coastal Financial Corporation (NASDAQ: CCB) should contact Wolf Haldenstein Immediately (PR Newswire)
- Coastal Community Bank Commits $5 Million to Support Small Business Growth and Economic Opportunity (GlobeNewswire)
- Shareholders who lost money in shares of acquired Coastal Financial Corporation (NASDAQ: CCB) should contact Wolf Haldenstein Immediately (PR Newswire)
Quarterly earnings
2026Q3 EPS 0.890 missed 0.962, from 0.880 a year earlier. Sales 149.33 missed 158.86, from 144.68 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 | 2026-10-29 08:30 | 0.890 | 0.962 | 0.890 | 149.33 | 158.86 | EPS -7.5% · sales -6.0% | vs 2025Q3, year-ago quarter · EPS +1.1% · sales +3.2% | 4 EPS · 3 sales | Open 0.00% vs SPY -0.46%. Close -7.36% vs SPY -0.38% |
| 2026Q2ended 2026-06-30 | 2026-07-30 08:30 | -2.760 | 1.009 | -2.762 | 178.07 | 148.5 | EPS -373.6% · sales +19.9% | vs 2025Q2, year-ago quarter · EPS -488.7% · sales +49.1% | 4 EPS · 3 sales | Open -22.16% vs SPY +0.90%. Close -43.52% vs SPY +1.68% |
| 2026Q1ended 2026-03-31 | 2026-04-29 08:30 | 0.780 | 1.038 | 0.779 | 149.43 | 138.63 | EPS -24.8% · sales +7.8% | vs 2025Q1, year-ago quarter · EPS +23.8% · sales +7.1% | 4 EPS · 3 sales | Open -4.61% vs SPY -0.10%. Close -12.66% vs SPY -0.02% |
| 2025Q4ended 2025-12-31 | 2026-01-29 08:30 | 0.820 | 1.017 | 0.818 | 138.03 | 140.66 | EPS -19.3% · sales -1.9% | vs 2024Q4, year-ago quarter · EPS -12.8% · sales -3.7% | 5 EPS · 3 sales | Open -0.79% vs SPY +0.14%. Close -0.14% vs SPY -0.20% |
| 2025Q3ended 2025-09-30 | 2025-10-29 08:30 | 0.880 | 0.873 | 0.880 | 144.68 | 133.25 | EPS +0.8% · sales +8.6% | vs 2024Q3, year-ago quarter · EPS -9.3% · sales -5.0% | 5 EPS · 4 sales | Open +0.30% vs SPY +0.24%. Close +0.31% vs SPY +0.05% |
| 2025Q2ended 2025-06-30 | 2025-07-29 08:30 | 0.710 | 0.840 | 0.714 | 119.43 | 151.37 | EPS -15.5% · sales -21.1% | vs 2024Q2, year-ago quarter · EPS -15.5% · sales -12.3% | 4 EPS · 3 sales | Open -1.96% vs SPY +0.22%. Close -4.21% vs SPY -0.26% |
| 2025Q1ended 2025-03-31 | 2025-04-29 08:30 | 0.630 | 0.845 | 0.629 | 139.54 | 155.3 | EPS -25.4% · sales -10.1% | vs 2024Q1, year-ago quarter · EPS -5.8% · sales -5.6% | 4 EPS · 3 sales | Open -1.14% vs SPY -0.35%. Close -0.86% vs SPY +0.63% |
| 2024Q4ended 2024-12-31 | 2025-01-28 08:30 | 0.940 | 0.923 | 0.937 | 143.27 | 156.49 | EPS +1.9% · sales -8.4% | vs 2023Q4, year-ago quarter · EPS +42.4% · sales +15.2% | 4 EPS · 3 sales | Open -1.95% vs SPY +0.21%. Close +2.64% vs SPY +0.86% |
| 2024Q3ended 2024-09-30 | 2024-10-28 08:30 | 0.970 | 0.950 | 0.974 | 152.26 | 153.4 | EPS +2.1% · sales -0.7% | vs 2023Q3, year-ago quarter · EPS +29.3% · sales +57.3% | 4 EPS · 3 sales | Open +1.68% vs SPY +0.61%. Close +8.86% vs SPY +0.31% |
| 2024Q2ended 2024-06-30 | 2024-07-29 08:30 | 0.840 | 0.801 | 0.844 | 136.16 | 166.46 | EPS +4.8% · sales -18.2% | vs 2023Q2, year-ago quarter · EPS -11.6% · sales +12.6% | 4 EPS · 3 sales | Open +0.11% vs SPY +0.29%. Close -0.45% vs SPY +0.06% |
| 2024Q1ended 2024-03-31 | 2024-04-29 08:30 | 0.669 | 0.755 | 0.497 | 147.89 | 121.39 | EPS -11.4% · sales +21.8% | vs 2023Q1, year-ago quarter · EPS -26.5% · sales +42.5% | 4 EPS · 3 sales | Open -0.32% vs SPY +0.36%. Close -4.04% vs SPY +0.35% |
| 2023Q4ended 2023-12-31 | 2024-01-30 08:30 | 0.660 | 0.728 | 0.659 | 124.35 | 87.85 | EPS -9.3% · sales +41.6% | vs 2022Q4, year-ago quarter · EPS -31.2% · sales +29.2% | 4 | Open -0.12% vs SPY -0.14%. Close -1.43% vs SPY -0.08% |
| 2023Q3ended 2023-09-30 | 2023-10-27 08:30 | 0.750 | 0.930 | 0.751 | 96.81 | 125.97 | EPS -19.4% · sales -23.2% | vs 2022Q3, year-ago quarter · EPS -8.5% · sales +15.8% | 4 | - |
| 2023Q2ended 2023-06-30 | 2023-07-27 08:30 | 0.950 | 0.973 | 0.949 | 120.95 | 124.06 | EPS -2.3% · sales -2.5% | vs 2022Q2, year-ago quarter · EPS +25.0% · sales +85.0% | 4 | - |
| 2023Q1ended 2023-03-31 | 2023-04-27 08:30 | 0.910 | 0.873 | 0.911 | 103.8 | 92.52 | EPS +4.3% · sales +12.2% | vs 2022Q1, year-ago quarter · EPS +97.8% · sales +102.5% | 4 | - |
| 2022Q4ended 2022-12-31 | 2023-01-27 08:30 | 0.960 | 0.853 | 0.964 | 96.25 | 87.47 | EPS +12.6% · sales +10.0% | vs 2021Q4, year-ago quarter · EPS +68.4% · sales +147.3% | 4 | - |
Annual earnings
2025FY EPS 3.040 missed 3.243, from 3.260 a year earlier. Sales 541.67 beat 511.55, from 579.57 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 | - | 6.573 | - | - | 732.5 | 6.58 |
| 2027FYestimate | - | 5.183 | - | - | 635.69 | 8.34 |
| 2026FYestimate | - | 0.180 | - | - | 584.72 | 240.22 |
| 2025FY | 3.040 | 3.243 | 3.040 | 541.67 | 511.55 | 37.69 |
| 2024FY | 3.260 | 3.295 | 3.259 | 579.57 | 592.7 | 26.05 |
| 2023FY | 3.270 | 3.343 | 3.268 | 445.9 | 377.91 | 13.58 |
| 2022FY | 3.010 | 2.895 | 3.006 | 296.46 | 287.76 | 15.79 |
| 2021FY | 2.160 | 1.978 | 2.157 | 107.56 | 91.75 | 23.44 |
| 2020FY | 1.240 | 1.230 | 1.241 | 65.57 | 63.85 | 16.94 |
| 2019FY | 1.080 | 1.060 | 1.082 | 50.27 | 49.90 | 15.25 |
| 2018FY | 0.910 | 0.900 | 0.914 | 40.28 | 39.45 | 16.74 |
Estimate revisions
Latest snapshot of each period and type. 2026FY E 0.18 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-02 | 0.18 | -82.5% |
| 2026Q4 | E | per share | 2026-11-02 | 1.01 | +3.1% |
| 2026FY | R | per share | 2026-11-02 | -0.06 | -25.0% |
| 2026Q4 | R | per share | 2026-11-02 | 1.01 | +3.1% |
| 2026FY | S | - | 2026-11-02 | 584.72 | -3.1% |
| 2026Q4 | S | - | 2026-11-02 | 145.15 | -6.9% |
| 2026Q3 | S | - | 2026-10-14 | 158.86 | 0.0% |
| 2026Q3 | E | per share | 2026-10-13 | 0.96 | 0.0% |
| 2026Q3 | R | per share | 2026-10-13 | 0.98 | 0.0% |
| 2026Q2 | E | per share | 2026-07-14 | 1.01 | 0.0% |
| 2026Q2 | R | per share | 2026-07-14 | 1.00 | 0.0% |
| 2026Q2 | S | - | 2026-07-14 | 148.5 | 0.0% |
| 2026Q1 | E | per share | 2026-04-15 | 1.04 | +1.4% |
| 2026Q1 | R | per share | 2026-04-15 | 1.04 | +1.3% |
| 2026Q1 | S | - | 2026-04-15 | 138.63 | 0.0% |
| 2025FY | E | per share | 2026-01-19 | 3.24 | +0.0% |
| 2025Q4 | E | per share | 2026-01-19 | 1.02 | +0.1% |
| 2025FY | R | per share | 2026-01-13 | 3.24 | 0.0% |
| 2025Q4 | R | per share | 2026-01-13 | 1.02 | 0.0% |
| 2025FY | S | - | 2026-01-13 | 511.55 | 0.0% |
| 2025Q4 | S | - | 2026-01-13 | 140.66 | 0.0% |
| 2025Q3 | E | per share | 2025-10-14 | 0.87 | 0.0% |
| 2025Q3 | R | per share | 2025-10-14 | 0.86 | 0.0% |
| 2025Q3 | S | - | 2025-10-14 | 133.25 | 0.0% |
| 2025Q2 | E | per share | 2025-07-13 | 0.84 | 0.0% |
| 2025Q2 | R | per share | 2025-07-13 | 0.84 | 0.0% |
| 2025Q2 | S | - | 2025-07-13 | 151.37 | 0.0% |
| 2025Q1 | E | per share | 2025-04-13 | 0.85 | 0.0% |
| 2025Q1 | R | per share | 2025-04-13 | 0.86 | 0.0% |
| 2025Q1 | S | - | 2025-04-13 | 155.3 | 0.0% |
| 2024FY | E | per share | 2025-01-13 | 3.30 | 0.0% |
| 2024FY | R | per share | 2025-01-13 | 3.24 | 0.0% |
| 2024FY | S | - | 2025-01-13 | 520.98 | 0.0% |
| 2024Q4 | S | - | 2025-01-13 | 156.49 | 0.0% |
| 2024Q4 | R | per share | 2024-12-11 | 0.92 | -0.8% |
| 2024Q4 | E | per share | 2024-12-10 | 0.92 | -4.1% |
| 2024Q3 | E | per share | 2024-10-12 | 0.95 | 0.0% |
| 2024Q3 | R | per share | 2024-10-12 | 0.95 | 0.0% |
| 2024Q3 | S | - | 2024-10-12 | 153.4 | 0.0% |
| 2024Q2 | E | per share | 2024-07-16 | 0.80 | 0.0% |
| 2024Q2 | R | per share | 2024-07-16 | 0.80 | 0.0% |
| 2024Q2 | S | - | 2024-07-14 | 166.46 | 0.0% |
| 2024Q1 | E | per share | 2024-04-17 | 0.76 | 0.0% |
| 2024Q1 | R | per share | 2024-04-17 | 0.76 | 0.0% |
| 2024Q1 | S | - | 2024-04-17 | 121.39 | 0.0% |
| 2023FY | E | per share | 2024-01-14 | 3.34 | 0.0% |
| 2023FY | R | per share | 2024-01-14 | 3.34 | 0.0% |
| 2023FY | S | - | 2024-01-14 | 377.91 | 0.0% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.477 | 0.914 | 1.082 | 1.241 | 2.157 | 3.006 | 3.268 | 3.259 | 3.061 | -0.2705 | - |
| Sales USD millions | 36 | 44 | 57 | 71 | 110 | 317 | 527 | 705 | 662 | 734 | - |
| Shares million shares | 11 | 12 | 12 | 12 | 13 | 13 | 13 | 15 | 15 | - | 15 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.974 | 0.937 | 0.629 | 0.714 | 0.88 | 0.818 | 0.779 | -2.762 | 0.894 |
| Sales USD millions | 185 | 173 | 168 | 151 | 176 | 167 | 178 | 207 | 183 |
| Shares million shares | 14 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
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 | 459.30 | 429.62+8.3% | 396.78+22.8% | 323.22+68.2% | 192.17+131.3% | 83.08+31.8% | 63.04+29.7% | 48.59+25.4% | 38.74 |
| Total Interest Expense | 118.93 | 119.55-3.4% | 123.75+35.0% | 91.64+349.4% | 20.39+458.6% | 3.65-35.4% | 5.65-14.1% | 6.58+67.4% | 3.93 |
| Net Interest Income | 340.38 | 310.06+13.6% | 273.03+17.9% | 231.57+34.8% | 171.78+116.2% | 79.44+38.4% | 57.39+36.6% | 42.01+20.6% | 34.82 |
| Loan Loss Provision | 237.62 | 192.63-30.6% | 277.61+50.9% | 183.99+132.7% | 79.06+697.8% | 9.91+19.3% | 8.31+227.2% | 2.54+38.8% | 1.83 |
| Net Interest Income After Loan Loss Provision | 102.76 | 117.43 | -4.58-109.6% | 47.58-48.7% | 92.71+33.4% | 69.52+41.6% | 49.08+24.3% | 39.47+19.6% | 32.99 |
| Non-Interest Income | 274.89 | 232.02-24.7% | 308.18+51.2% | 203.84+63.3% | 124.84+368.4% | 26.65+225.8% | 8.18-1.0% | 8.26+51.0% | 5.47 |
| Non-Interest Expense | 382.61 | 288.21+17.0% | 246.28+26.8% | 194.29+16.4% | 166.93+170.2% | 61.79+62.1% | 38.12+22.7% | 31.06+18.5% | 26.22 |
| Operating Income | -4.96 | 61.24+6.8% | 57.32+0.3% | 57.13+12.9% | 50.62+47.2% | 34.38+79.6% | 19.14+14.9% | 16.66+36.1% | 12.24 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | -4.96 | 61.24+6.8% | 57.32+0.3% | 57.13+12.9% | 50.62+47.2% | 34.38+79.6% | 19.14+14.9% | 16.66+36.1% | 12.24 |
| Income Taxes | -1.31 | 14.25+17.8% | 12.10-3.6% | 12.55+25.5% | 10.00+35.7% | 7.37+84.3% | 4.00+15.6% | 3.46+36.2% | 2.54 |
| Consolidated Net Income | -3.65 | 46.99+3.9% | 45.22+1.4% | 44.58+9.7% | 40.62+50.4% | 27.00+78.2% | 15.15+14.8% | 13.20+36.1% | 9.70 |
| Net Income From Continuing Operations | -3.65 | 46.99+3.9% | 45.22+1.4% | 44.58+9.7% | 40.62+50.4% | 27.00+78.2% | 15.15+14.8% | 13.20+36.1% | 9.70 |
| Net Income | -3.65 | 46.99+3.9% | 45.22+1.4% | 44.58+9.7% | 40.62+50.4% | 27.00+78.2% | 15.15+14.8% | 13.20+36.1% | 9.70 |
| EPS (Recurring) per share | -0.24 | 3.06-6.1% | 3.26-0.3% | 3.27+8.6% | 3.01+39.4% | 2.16+74.2% | 1.24+14.8% | 1.08+18.7% | 0.91 |
| EPS (Basic, Before Extraordinaries) per share | -0.23 | 3.12-6.9% | 3.35-0.3% | 3.36+7.0% | 3.14+39.6% | 2.25+77.2% | 1.27+14.4% | 1.11+19.4% | 0.93 |
| EPS (Diluted) per share | -0.27 | 3.06-6.1% | 3.26-0.3% | 3.27+8.6% | 3.01+39.4% | 2.16+74.2% | 1.24+14.8% | 1.08+18.7% | 0.91 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 | 7.07 | 6.80+77.5% | 3.83+31.6% | 2.91+46.2% | 1.99+111.7% | 0.94+104.3% | 0.46+48.4% | 0.31+29.2% | 0.24 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | - | - | 28.55 | 12.42 | 18.18 | 23.45 | 16.94 | 15.22 | 18.35 |
| Price To Sales Ratio ratio | 0.84 | 2.66 | 1.67 | 1.15 | 2.03 | 5.78 | 3.60 | 3.53 | 3.65 |
| Operating Margin % | -0.68 | 9.26 | 8.13 | 10.84 | 15.97 | 31.33 | 26.88 | 29.31 | 27.69 |
| Net Margin % | -0.50 | 7.10 | 6.41 | 8.46 | 12.82 | 24.61 | 21.27 | 23.22 | 21.94 |
| Shares Outstanding million shares | 15.29 | 15.14+1.3% | 14.94+12.3% | 13.30+1.1% | 13.16+2.2% | 12.88+7.8% | 11.95+0.3% | 11.91+0.2% | 11.89 |
| Market Capitalization | 661.20 | 661.20-47.8% | 1,267.23+114.5% | 590.76-4.1% | 615.95-4.6% | 645.77+157.3% | 250.97+27.9% | 196.22+8.4% | 181.05 |
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 | 121.18+11.1% | 118.55+10.0% | 111.68+6.5% | 107.89+11.7% | 109.03+3.8% | 107.80+10.6% | 104.91+16.0% | 96.59+9.5% |
| Total Interest Expense | 32.90+5.7% | 29.19-6.0% | 28.32-1.8% | 28.52-5.2% | 31.13-5.4% | 31.06-0.6% | 28.84-2.4% | 30.07+5.2% |
| Net Interest Income | 88.29+13.3% | 89.37+16.5% | 83.36+9.6% | 79.36+19.3% | 77.90+7.9% | 76.74+15.9% | 76.06+24.8% | 66.52+11.5% |
| Loan Loss Provision | 46.02-18.7% | 92.16+186.1% | 51.40-7.9% | 48.04-22.4% | 56.60-19.4% | 32.21-48.3% | 55.78-32.9% | 61.87+1.8% |
| Net Interest Income After Loan Loss Provision | 42.27+98.5% | -2.79-106.3% | 31.96+57.6% | 31.32+573.5% | 21.30+1003.6% | 44.53+1038.9% | 20.28 | 4.65 |
| Non-Interest Income | 61.54-7.8% | 88.73+105.7% | 65.95+3.9% | 58.66-23.6% | 66.77-16.6% | 43.13-38.3% | 63.46-27.0% | 76.75+18.8% |
| Non-Interest Expense | 85.34+21.6% | 141.14+92.6% | 83.33+15.8% | 72.80+13.4% | 70.16+6.9% | 73.27+24.6% | 71.97+28.5% | 64.20+24.4% |
| Operating Income | 18.46+3.1% | -55.19-483.5% | 14.58+23.9% | 17.18-0.1% | 17.91+9.3% | 14.39-4.2% | 11.77+35.1% | 17.20+45.0% |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 18.46+3.1% | -55.19-483.5% | 14.58+23.9% | 17.18-0.1% | 17.91+9.3% | 14.39-4.2% | 11.77+35.1% | 17.20+45.0% |
| Income Taxes | 4.68+8.3% | -13.09-489.6% | 2.56+25.5% | 4.54+18.5% | 4.32+47.4% | 3.36-1.8% | 2.04+6.3% | 3.83+34.4% |
| Consolidated Net Income | 13.79+1.5% | -42.10-481.7% | 12.02+23.5% | 12.64-5.5% | 13.59+1.0% | 11.03-4.9% | 9.73+43.1% | 13.37+48.4% |
| Net Income From Continuing Operations | 13.79+1.5% | -42.10-481.7% | 12.02+23.5% | 12.64-5.5% | 13.59+1.0% | 11.03-4.9% | 9.73+43.1% | 13.37+48.4% |
| Net Income | 13.79+1.5% | -42.10-481.7% | 12.02+23.5% | 12.64-5.5% | 13.59+1.0% | 11.03-4.9% | 9.73+43.1% | 13.37+48.4% |
| EPS (Recurring) per share | 0.89+1.1% | -2.76-488.7% | 0.78+23.8% | 0.82-12.8% | 0.88-9.3% | 0.71-15.5% | 0.63+26.0% | 0.94 |
| EPS (Basic, Before Extraordinaries) per share | 0.900.0% | -2.76-478.1% | 0.79+21.5% | 0.84-13.4% | 0.90-10.0% | 0.73-15.1% | 0.65+27.5% | 0.97+42.6% |
| EPS (Diluted) per share | 0.89+1.1% | -2.76-488.7% | 0.78+23.8% | 0.82-12.8% | 0.88-9.3% | 0.71-15.5% | 0.63+26.0% | 0.94+42.4% |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 0.81+1925.0% | 1.50-5.1% | 1.58-21.4% | 3.18+171.8% | 0.04-95.3% | 1.58+81.6% | 2.01+116.1% | 1.17+69.6% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | - | 24.29 | 25.02 | 36.26 | 33.25 | 28.63 | 27.80 | 28.55 |
| Price To Sales Ratio ratio | 0.84 | 1.62 | 1.75 | 2.68 | 2.50 | 2.21 | 2.01 | 1.72 |
| Operating Margin % | 10.10 | -26.63 | 8.21 | 10.32 | 10.19 | 9.53 | 6.99 | 9.92 |
| Net Margin % | 7.55 | -20.31 | 6.77 | 7.59 | 7.73 | 7.31 | 5.78 | 7.71 |
| Shares Outstanding million shares | 15.29+1.2% | 15.28+1.3% | 15.24+1.5% | 15.14+1.3% | 15.11+11.6% | 15.09+12.2% | 15.01+11.9% | 14.94+12.3% |
| Market Capitalization | 661.20-59.5% | 1,181.93-18.8% | 1,157.40-14.7% | 1,732.75+36.7% | 1,634.35+125.0% | 1,455.60+135.1% | 1,356.68+162.3% | 1,267.23+114.5% |
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 | 34.24-6.3% | 36.53+16.6% | 31.34-4.2% | 32.72+125.7% | 14.50-23.5% | 18.96-56.8% | 43.91+8.9% | 40.32+192.4% | 13.79 |
| Investments | 835.03+68.8% | 494.70-19.2% | 612.37+46.4% | 418.32-50.4% | 843.77+386.4% | 173.46+43.2% | 121.12-4.7% | 127.15+7.8% | 117.98 |
| Net Loans | 3,580.00+8.2% | 3,309.57+14.0% | 2,904.16+13.7% | 2,553.23+49.0% | 1,714.10+12.2% | 1,527.88+64.7% | 927.63+22.3% | 758.49+16.9% | 648.77 |
| 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 | - | - | - | - | - | - | - | - | 0.00 |
| Net Property, Plant & Equipment | 34.15+4.6% | 32.65+16.5% | 28.02+20.6% | 23.23-0.4% | 23.32-3.8% | 24.23+12.2% | 21.60+64.0% | 13.17+0.4% | 13.12 |
| Interest Receivables | 18.61-11.8% | 21.10-10.1% | 23.46+31.6% | 17.82+119.7% | 8.11-5.9% | 8.62+189.3% | 2.98+17.8% | 2.53+11.5% | 2.27 |
| Deferred Tax Assets | 47.27+3.9% | 45.49+46.1% | 31.14+48.9% | 20.91+131.3% | 9.04+35.3% | 6.68+35.2% | 4.94+68.6% | 2.93+19.6% | 2.45 |
| Other Intangible Assets | 239.41+7.3% | 223.05+51.9% | 146.84+82.0% | 80.69+223.9% | 24.91+171.4% | 9.18+7.5% | 8.54+7.6% | 7.94+2.7% | 7.73 |
| Total Assets | 4,788.70+15.0% | 4,163.10+10.2% | 3,777.34+20.0% | 3,146.92+19.3% | 2,637.74+49.1% | 1,769.00+56.4% | 1,130.73+18.7% | 952.52+18.2% | 806.11 |
| Total Deposits | 4,144.20+15.6% | 3,585.33+6.7% | 3,360.36+19.3% | 2,817.52+19.2% | 2,363.79+66.3% | 1,421.31+46.8% | 967.96+20.5% | 803.61+14.3% | 703.29 |
| Total Debt | 53.02-0.5% | 53.28-1.1% | 53.86+2.0% | 52.82-10.8% | 59.19-70.3% | 199.62+519.2% | 32.24-4.1% | 33.62-0.1% | 33.67 |
| Long Term Debt | 51.77-1.0% | 52.27-3.0% | 53.86+3.4% | 52.10-10.9% | 58.47-70.5% | 198.36+848.2% | 20.92+54.4% | 13.55-0.4% | 13.60 |
| Provision for Risks Charges | 5.20+108.0% | 2.50+331.0% | 0.58-40.2% | 0.97-25.4% | 1.30+109.7% | 0.62+47.6% | 0.42+40.0% | 0.30+42.9% | 0.21 |
| Deferred Tax Liabilities | 48.12+14.9% | 41.89+53.3% | 27.33+1015.5% | 2.45+10.4% | 2.22-22.9% | 2.88+30.9% | 2.20+436.6% | 0.41+13.9% | 0.36 |
| Other Liabilities | 47.21+14.1% | 41.39+2.9% | 40.22+35.6% | 29.66+196.0% | 10.02+129.8% | 4.36+16.9% | 3.73-31.1% | 5.41+88.5% | 2.87 |
| Total Liabilities | 4,297.74+15.4% | 3,724.39+7.0% | 3,482.36+19.9% | 2,903.43+19.2% | 2,436.52+49.6% | 1,628.79+61.8% | 1,006.55+19.3% | 843.37+13.9% | 740.40 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 490.96+11.9% | 438.70+48.7% | 294.98+21.1% | 243.49+21.0% | 201.22+43.5% | 140.22+12.9% | 124.17+13.8% | 109.16+66.1% | 65.71 |
| Total Shareholders Equity | 490.96+11.9% | 438.70+48.7% | 294.98+21.1% | 243.49+21.0% | 201.22+43.5% | 140.22+12.9% | 124.17+13.8% | 109.16+66.1% | 65.71 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 490.96+11.9% | 438.70+48.7% | 294.98+21.1% | 243.49+21.0% | 201.22+43.5% | 140.22+12.9% | 124.17+13.8% | 109.16+66.1% | 65.71 |
| Total Liabilities & Stockholders Equity | 4,788.70+15.0% | 4,163.10+10.2% | 3,777.34+20.0% | 3,146.92+19.3% | 2,637.74+49.1% | 1,769.00+56.4% | 1,130.73+18.7% | 952.52+18.2% | 806.11 |
| Book Value Per Share per share | 32.43+10.4% | 29.37+32.5% | 22.17+19.8% | 18.50+18.4% | 15.63+33.2% | 11.73+12.6% | 10.42+13.5% | 9.18+59.4% | 5.76 |
| Tangible Book Value Per Share per share | 32.13+9.4% | 29.37+32.5% | 22.17+19.8% | 18.50+18.4% | 15.63+33.2% | 11.73+12.6% | 10.42+13.5% | 9.18+59.4% | 5.76 |
| Tier 1 Capital | 489.92+10.8% | 442.19+47.9% | 298.92+19.9% | 249.25+21.8% | 204.59+42.5% | 143.53+12.6% | 127.52+12.0% | 113.81 | - |
| Tier 2 Capital | 95.49+3.6% | 92.20+6.5% | 86.54+8.2% | 79.95+67.2% | 47.82+86.9% | 25.59+16.9% | 21.89+11.1% | 19.71 | - |
| Full-Time Employees people | 483-1.0% | 488-3.7% | 507+13.2% | 448+18.8% | 377+50.8% | 250+28.2% | 195+6.6% | 183+17.3% | 156 |
| Price to Book Ratio ratio | 1.38 | 3.46 | 2.08 | 2.69 | 3.24 | 1.79 | 1.58 | 1.66 | 1.74 |
| Return on Assets % | 1.05 | 1.14 | 1.29 | 1.40 | 1.23 | 1.04 | 1.27 | 1.10 | 0.70 |
| Return on Equity % | 10.11 | 12.33 | 16.56 | 18.27 | 15.82 | 11.46 | 11.32 | 11.10 | 8.66 |
| Return on Invested Capital % | 8.66 | 9.21 | 12.78 | 13.74 | 10.40 | 4.47 | 9.10 | 7.91 | 6.85 |
| Current Ratio ratio | 0.24 | 0.22 | 0.19 | 0.16 | 0.38 | 0.13 | 0.15 | 0.19 | 0.16 |
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 | 281.44 | 259.13-21.9% | 331.85+33.8% | 247.97+119.9% | 112.78+236.6% | 33.51+36.6% | 24.54+53.7% | 15.97+32.2% | 12.08 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -28.18 | -4.55 | -72.07 | -56.44 | -45.68 | -3.67 | -5.21 | -2.30-199.1% | 2.32 |
| Cash from Operating Activities | 253.26 | 254.58-2.0% | 259.79+35.6% | 191.54+185.5% | 67.10+124.8% | 29.85+54.4% | 19.33+41.4% | 13.67-5.1% | 14.40 |
| Capital Expenditures | -8.47 | -8.46 | -9.92 | -6.47 | -2.89 | -7.59 | -5.37 | -1.21 | -1.15 |
| Net Assets From Acquisitions | -2.37 | -2.37 | 0.00 | 0.00 | 0.00 | -19.98 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -2.25 | -1.49-101.4% | 103.03+7949.2% | 1.28 | -66.87 | -14.39-290.8% | 7.54+19.7% | 6.30+4400.0% | 0.14 |
| Purchase of Investments | -6.59 | -5.70 | 0.00 | 0.00 | -137.14 | -118.44 | -31.94 | -33.87 | -0.09 |
| Sale Or Maturity of Investments | 4.34 | 4.21-95.9% | 103.03+7949.2% | 1.28-98.2% | 70.27-32.5% | 104.05+163.6% | 39.48-1.7% | 40.17+17365.2% | 0.23 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -795.93 | -525.65 | -608.57 | -594.01 | -987.95 | -894.15 | -666.54 | -164.55 | -139.12 |
| Cash Dividends Paid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.05 | 0.19-99.8% | 93.20+14932.3% | 0.62-57.8% | 1.47-95.5% | 32.75+16275.0% | 0.20+66.7% | 0.12-99.6% | 33.60 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.05 | 0.19-99.8% | 93.20+14932.3% | 0.62-57.8% | 1.47-95.5% | 32.75+16275.0% | 0.20+66.7% | 0.12-99.6% | 33.60 |
| Proceedsfrom Stock Options | 0.01 | 0.08-99.9% | 91.80 | 0.00 | 0.00-100.0% | 32.39 | 0.00 | 0.00-100.0% | 33.24 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 0.00 | 0.00 | -5.37 | -139.45-182.7% | 168.72 | -10.00 | 0.00 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | -5.37 | -139.45-178.0% | 178.72 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 19.62-19.1% | 24.26-89.5% | 230.65 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | -25.00 | -163.72 | -51.93 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -2.36 | -3.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | -2.36 | -3.53 | 0.00 | 0.00 | - | - | - | 0.00 | 0.00 |
| Cash from Financing Activities | 703.97 | 555.52+74.6% | 318.17-41.5% | 543.46+20.8% | 449.83-47.7% | 859.84+38.2% | 622.26+302.8% | 154.47+15.3% | 133.92 |
| Net Change in Cash | 161.29 | 284.46 | -30.61-121.7% | 140.99 | -471.02 | -4.47 | -24.95-795.0% | 3.59-61.0% | 9.20 |
| Free Cash Flow | 244.94 | 246.15-1.5% | 249.89+34.9% | 185.29+188.3% | 64.26+135.8% | 27.25+95.2% | 13.96+12.0% | 12.46-6.0% | 13.25 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow ratio | 2.51 | 7.15 | 4.72 | 3.27 | 9.99 | 23.26 | 18.36 | 16.12 | 12.19 |
| Federal Home Loan Advances Increase (Decrease) | - | -1.90 | 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 | 45.71+30.9% | 48.09+62.7% | 52.70+21.2% | 34.24-6.3% | 34.93-22.9% | 29.55-50.7% | 43.47+32.6% | 36.53+16.6% |
| Investments | 961.70+36.0% | 1,127.62+39.4% | 1,627.00+138.4% | 835.03+68.8% | 706.94+39.8% | 808.78+66.0% | 682.55+25.5% | 494.70-19.2% |
| Net Loans | 3,977.43+12.7% | 3,994.55+18.3% | 3,686.95+10.6% | 3,580.00+8.2% | 3,530.03+8.7% | 3,375.54+6.2% | 3,334.18+8.9% | 3,309.57+13.8% |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 31.18-8.0% | 30.10-11.3% | 34.35+1.7% | 34.15+4.6% | 33.90+8.4% | 33.94+12.5% | 33.76+17.4% | 32.65+16.5% |
| Interest Receivables | 24.97+21.9% | 20.94+0.4% | 20.14-4.6% | 18.61-11.8% | 20.49-13.4% | 20.85-11.7% | 21.11-14.5% | 21.10-21.3% |
| Deferred Tax Assets | 17.16 | 16.20+323.0% | - | 47.27+3.9% | - | 3.83+72.5% | 3.91+76.1% | 45.49+46.1% |
| Other Intangible Assets | 218.28-3.7% | 218.66+5.1% | 242.69+10.2% | 239.41+7.3% | 226.77+8.9% | 208.07+15.7% | 220.31+27.6% | 223.05+57.2% |
| Total Assets | 5,276.43+15.9% | 5,456.15+21.8% | 5,663.83+30.5% | 4,788.70+15.0% | 4,553.08+12.0% | 4,480.56+13.1% | 4,339.28+12.3% | 4,163.10+10.1% |
| Total Deposits | 4,678.83+17.8% | 4,861.90+24.2% | 5,041.16+33.0% | 4,144.20+15.6% | 3,972.56+9.5% | 3,913.57+10.4% | 3,791.23+9.5% | 3,585.33+6.7% |
| Total Debt | 52.39-1.1% | 52.63-0.7% | 52.87-0.7% | 53.02-0.5% | 52.95-1.0% | 53.02-1.1% | 53.22-0.9% | 53.28-1.1% |
| Long Term Debt | 52.08-1.1% | 51.99-1.0% | 51.91-1.0% | 51.77-1.0% | 52.67-1.0% | 52.49-1.1% | 52.42-1.0% | 52.27-1.2% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 5.20+108.0% | 0.00 | 0.00 | 0.00 | 2.50+331.0% |
| Deferred Tax Liabilities | - | - | - | 48.12+14.9% | - | - | - | 41.89+53.3% |
| Other Liabilities | 66.94+28.0% | 78.17+49.6% | 66.03+47.0% | 47.21+14.1% | 52.28-1.6% | 52.26+9.4% | 44.92+0.2% | 41.39-5.0% |
| Total Liabilities | 4,798.16+17.7% | 4,992.70+24.2% | 5,160.07+32.7% | 4,297.74+15.4% | 4,077.80+9.2% | 4,018.85+10.3% | 3,889.36+9.2% | 3,724.39+6.8% |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 478.27+0.6% | 463.45+0.4% | 503.76+12.0% | 490.96+11.9% | 475.28+43.2% | 461.71+45.8% | 449.92+48.1% | 438.70+48.7% |
| Total Shareholders Equity | 478.27+0.6% | 463.45+0.4% | 503.76+12.0% | 490.96+11.9% | 475.28+43.2% | 461.71+45.8% | 449.92+48.1% | 438.70+48.7% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 478.27+0.6% | 463.45+0.4% | 503.76+12.0% | 490.96+11.9% | 475.28+43.2% | 461.71+45.8% | 449.92+48.1% | 438.70+48.7% |
| Total Liabilities & Stockholders Equity | 5,276.43+15.9% | 5,456.15+21.8% | 5,663.83+30.5% | 4,788.70+15.0% | 4,553.08+12.0% | 4,480.56+13.1% | 4,339.28+12.3% | 4,163.10+10.1% |
| Book Value Per Share per share | 31.28-0.5% | 30.33-0.8% | 33.05+10.2% | 32.43+10.4% | 31.45+28.3% | 30.59+29.9% | 29.98+32.4% | 29.37+32.5% |
| Tangible Book Value Per Share per share | 31.02-1.4% | 30.05-1.8% | 32.76+9.3% | 32.13+9.4% | 31.45+28.3% | 30.59+29.9% | 29.98+32.4% | 29.37+32.5% |
| Tier 1 Capital | 477.78-0.2% | 462.74-0.5% | 502.82+10.9% | 489.92+10.8% | 478.77+42.7% | 465.20+45.3% | 453.41+47.6% | 442.19+47.9% |
| Tier 2 Capital | 93.68-1.2% | 99.91+7.0% | 98.21+5.5% | 95.49+3.6% | 94.78+3.6% | 93.37+3.5% | 93.10+5.2% | 92.20+6.5% |
| Full-Time Employees people | - | - | - | 483-1.0% | - | - | - | 488-3.7% |
| Price to Book Ratio ratio | 1.38 | 2.35 | 2.35 | 3.64 | 3.54 | 3.23 | 3.08 | 3.46 |
| Return on Assets % | -0.07 | -0.08 | 0.99 | 1.05 | 1.11 | 1.13 | 1.17 | 1.14 |
| Return on Equity % | -0.77 | -0.83 | 10.34 | 10.11 | 11.82 | 12.23 | 12.78 | 12.33 |
| Return on Invested Capital % | 2.60 | -8.17 | 2.16 | 2.33 | 2.57 | 2.14 | 1.94 | 2.72 |
| Current Ratio ratio | 0.24 | 0.28 | 0.36 | 0.24 | 0.22 | 0.28 | 0.26 | 0.22 |
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 | 61.02-20.1% | 86.42+82.7% | 67.66-2.2% | 66.34-89.7% | 76.33 | 47.30-37.7% | 69.16-26.0% | 642.12+791.8% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -18.73 | -9.24-149.3% | 8.31+228.5% | -8.52 | -17.29 | 18.73 | 2.53 | -15.54 |
| Cash from Operating Activities | 42.30-28.4% | 77.17+16.9% | 75.97+6.0% | 57.82-90.8% | 59.04 | 66.04-9.0% | 71.68+15.8% | 626.58+1146.2% |
| Capital Expenditures | -2.35 | -2.23 | -1.97 | -1.93 | -1.67 | -2.10 | -2.76 | -3.03 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | -2.37 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -2.06-248.2% | 0.81-21.4% | 1.47 | -2.47-297.6% | 1.39+178.0% | 1.03+27.2% | -1.45-101.4% | 1.25-97.2% |
| Purchase of Investments | -2.58 | -0.11 | -0.59 | -3.31-762.0% | -0.25 | -0.37 | -1.77 | 0.50-98.8% |
| Sale Or Maturity of Investments | 0.52-68.1% | 0.91-35.5% | 2.06+524.2% | 0.84+12.0% | 1.63+176.3% | 1.41+60.2% | 0.33-99.7% | 0.75-34.2% |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -64.13 | -384.81 | -213.22 | -133.76 | -195.46 | -91.69 | -104.73 | -143.45 |
| Cash Dividends Paid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.02-33.3% | 0.03-83.3% | -0.06 | 0.07-99.9% | 0.03-95.7% | 0.18-37.9% | -0.09-132.1% | 91.92+459500.0% |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.02-33.3% | 0.03-83.3% | -0.06 | 0.07-99.9% | 0.03-95.7% | 0.18-37.9% | -0.09-132.1% | 91.92+459500.0% |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00-100.0% | 0.01-100.0% | 0.00 | 0.00 | 0.07 | 91.80 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -0.01 | -0.14 | -1.16 | -1.05 | -0.10 | -1.41 | -0.97 | 0.00 |
| Other Financing Activities Uses | -0.01 | -0.14 | -1.16 | -1.05 | -0.10 | -1.41 | -0.97 | 0.00 |
| Cash from Financing Activities | -183.06-410.7% | -179.38-248.1% | 895.75+337.3% | 170.66+241.5% | 58.92-30.3% | 121.11+50.0% | 204.84+99.1% | 49.97-29.3% |
| Net Change in Cash | -204.90 | -487.02-610.2% | 758.50+341.5% | 94.71 | -77.50 | 95.46 | 171.79+436.8% | -31.51-485.2% |
| Free Cash Flow | 39.95-30.4% | 74.97+17.2% | 74.13+7.6% | 55.89-91.0% | 57.38 | 63.96-8.5% | 68.92+14.7% | 623.55+1200.4% |
| Price to Free Cash Flow ratio | 2.51 | 4.50 | 4.67 | 7.20 | 2.05 | 5.92 | 5.40 | 4.85 |
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 |
|---|---|---|---|---|
| United States | 581.23 | 541.67 | -6.8% | 100.0% |
| Total | 581.23 | 541.67 | -6.8% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| C C B X | 487.34 | 437.60 | -10.2% | 80.8% |
| Community Bank | 80.02 | 86.46 | +8.1% | 16.0% |
| Treasure And Administration | 13.88 | 17.61 | +26.9% | 3.3% |
| Total | 581.23 | 541.67 | -6.8% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 9.89% | 1.3M | 13.0M | 264.05K |
| 2026-10-15 | 9.68% | 1.3M | 13.0M | 278.53K |
| 2026-09-30 | 10.46% | 1.4M | 13.0M | 256.63K |
| 2026-09-15 | 8.98% | 1.2M | 13.0M | 236.63K |
| 2026-08-31 | 8.40% | 1.1M | 13.0M | 221.65K |
| 2026-08-14 | 8.21% | 1.1M | 12.9M | 215.46K |
| 2026-07-31 | 8.53% | 1.1M | 12.9M | 181.60K |
| 2026-07-15 | 8.76% | 1.1M | 12.9M | 135.99K |
| 2026-06-30 | 11.50% | 1.5M | 12.9M | 143.56K |
| 2026-06-15 | 11.38% | 1.5M | 12.9M | 141.70K |
| 2026-05-29 | 11.45% | 1.5M | 12.9M | 155.39K |
| 2026-05-15 | 10.99% | 1.4M | 12.9M | 169.12K |
| 2026-04-30 | 10.59% | 1.4M | 12.9M | 175.72K |
| 2026-04-15 | 10.03% | 1.3M | 12.8M | 173.89K |
| 2026-03-31 | 13.18% | 1.7M | 12.9M | 172.28K |
| 2026-03-13 | 12.01% | 1.5M | 12.9M | 165.44K |
| 2026-02-27 | 11.84% | 1.5M | 12.9M | 153.71K |
| 2026-02-13 | 12.36% | 1.6M | 12.8M | 139.47K |
| 2026-01-30 | 11.87% | 1.5M | 12.8M | 118.81K |
| 2026-01-15 | 11.55% | 1.5M | 12.8M | 109.81K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 20.00 | 21.30 | 25.60 | 0.00 | 570.7% | 0.00 | 0.00 | 0.938 | -0.213 | 0.008 |
| call | 22.50 | 18.80 | 23.10 | 0.00 | 509.6% | 0.00 | 0.00 | 0.927 | -0.215 | 0.009 |
| call | 25.00 | 16.30 | 20.60 | 0.00 | 446.7% | 0.00 | 0.00 | 0.916 | -0.209 | 0.010 |
| call | 30.00 | 11.30 | 15.50 | 0.00 | 331.2% | 0.00 | 0.00 | 0.886 | -0.192 | 0.012 |
| call | 35.00 | 6.70 | 10.50 | 8.73 | 232.2% | 1.00 | 0.00 | 0.840 | -0.167 | 0.015 |
| call | 40.00 | 2.25 | 5.80 | 4.80 | 162.8% | 3,517 | 0.00 | 0.694 | -0.188 | 0.022 |
| call | 45.00 | 0.05 | 2.80 | 3.00 | 139.7% | 3.00 | 0.00 | 0.464 | -0.224 | 0.025 |
| call | 50.00 | 0.00 | 0.20 | 0.10 | 73.2% | 3,556 | 0.00 | 0.096 | -0.051 | 0.011 |
| call | 55.00 | 0.00 | 0.50 | 0.05 | 106.0% | 1,114 | 486 | 0.071 | -0.059 | 0.009 |
| call | 60.00 | 0.00 | 1.15 | 0.00 | 134.2% | 0.00 | 0.00 | 0.059 | -0.064 | 0.007 |
| call | 65.00 | 0.00 | 1.15 | 0.00 | 158.9% | 0.00 | 0.00 | 0.051 | -0.068 | 0.007 |
| call | 70.00 | 0.00 | 1.35 | 0.00 | 181.0% | 0.00 | 0.00 | 0.046 | -0.071 | 0.006 |
| put | 20.00 | 0.00 | 1.15 | 0.00 | 435.9% | 0.00 | 0.00 | -0.063 | -0.218 | 0.008 |
| put | 22.50 | 0.00 | 1.15 | 0.00 | 380.1% | 0.00 | 0.00 | -0.073 | -0.213 | 0.009 |
| put | 25.00 | 0.00 | 1.15 | 0.00 | 330.2% | 0.00 | 0.00 | -0.084 | -0.206 | 0.010 |
| put | 30.00 | 0.00 | 1.40 | 0.10 | 243.0% | 7.00 | 0.00 | -0.114 | -0.188 | 0.012 |
| put | 35.00 | 0.00 | 1.00 | 0.10 | 161.9% | 3.00 | 0.00 | -0.157 | -0.155 | 0.015 |
| put | 40.00 | 0.00 | 1.70 | 0.55 | 126.2% | 405 | 0.00 | -0.306 | -0.184 | 0.022 |
| put | 45.00 | 0.50 | 4.40 | 3.19 | 135.0% | 200 | 0.00 | -0.536 | -0.219 | 0.025 |
| put | 50.00 | 5.20 | 8.20 | 6.95 | 146.3% | 2.00 | 0.00 | -0.904 | -0.045 | 0.011 |
| put | 55.00 | 10.00 | 13.70 | 0.00 | 216.2% | 0.00 | 0.00 | -0.929 | -0.053 | 0.009 |
| put | 60.00 | 15.10 | 18.70 | 0.00 | 255.6% | 0.00 | 0.00 | -0.941 | -0.057 | 0.007 |
| put | 65.00 | 19.80 | 23.70 | 0.00 | 289.6% | 0.00 | 0.00 | -0.949 | -0.061 | 0.007 |
| put | 70.00 | 24.80 | 28.00 | 0.00 | 278.8% | 0.00 | 0.00 | -0.954 | -0.064 | 0.006 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-02 | SEC |
| 2026-10-29 | 8-K | Current report | 2026-10-28 | SEC |
| 2026-10-29 | 8-K | Current report | 2026-10-29 | SEC |
| 2026-10-29 | 8-K | Current report | 2026-10-29 | SEC |
| 2026-10-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-09-28 | 8-K | Current report | 2026-09-28 | SEC |
| 2026-09-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-08-26 | 3 | Initial statement of beneficial ownership of securities | 2026-08-15 | SEC |
| 2026-08-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-07 | SEC |
| 2026-08-07 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-06 | SEC |
| 2026-08-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-05 | SEC |
| 2026-08-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-03 | SEC |
| 2026-08-03 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-07-30 | 8-K | Current report | 2026-07-29 | SEC |
| 2026-07-30 | 8-K | Current report | 2026-07-30 | SEC |
| 2026-07-30 | 8-K | Current report | 2026-07-30 | SEC |
| 2026-07-23 | 8-K | Current report | 2026-07-23 | SEC |
| 2026-07-23 | 8-K | Current report | 2026-07-22 | SEC |
| 2026-07-01 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-07-01 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-02 | SEC |
| 2026-06-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-29 | 8-K | Current report | 2026-05-27 | SEC |
| 2026-05-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-26 | SEC |
| 2026-05-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-26 | SEC |
| 2026-05-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-26 | SEC |
| 2026-05-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-26 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 1.12M | 4 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 499.96K | 1 |
| 2026-05 | 0 | 0 | 254.05K | 2 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 10.57K | 1 |
| 2026-02 | 0 | 0 | 19.60K | 2 |
| 2026-01 | 0 | 0 | 6.13M | 10 |
| 2025-12 | 0 | 0 | 1.16M | 4 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| T. Rowe Price Investment Management, Inc. | 8.88% |
| BlackRock, Inc. | 7.23% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.76% |
| STATE STREET CORP | 3.62% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 3.07% |
| Azora Capital LP | 3.00% |
| ENDEAVOUR CAPITAL ADVISORS INC | 2.81% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.37% |
| DIMENSIONAL FUND ADVISORS LP | 2.34% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.20% |
Funds
| Fund | % owned |
|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 4.78% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 2.69% |
| iShares Russell 2000 ETF | 2.27% |
| VIP Mid Cap Portfolio | 1.88% |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1.66% |
| Loomis Sayles Small Cap Growth Fund | 1.01% |
| VANGUARD EXTENDED MARKET INDEX FUND | 0.98% |
| Fidelity Small Cap Index Fund | 0.95% |
| iShares Russell 2000 Growth ETF | 0.80% |
| Small Cap Growth Fund | 0.72% |
OakChart. CCB. Cached 15 minutes. Terms